Investment Administrator - 12 month FTC - Quilter - eFinancialCareers : Job Details

Fixed Term Contract Duration - 11 Months About the BusinessQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. About the RoleLevel: 2 Department: Investment Management Location: London (Hybrid) Contract: 12 month FTC Hiring Manager -

• We are looking to recruit a hardworking, diligent individual with an active interest in the industry and a desire to provide our clients with a high level of personal service.
• This role will be assisting two Investment Managers, alongside our investment administrator whilst working within a wider team.
• This is a key administrative position and the successful applicant with play an integral role in supporting a busy team in the management and development of their growing client base.
• The individual will report to the two senior Investment Managers and the Team's Leader.
• We will provide full training for the role, we work collaboratively to achieve the teams goal, and you will progress as quickly as you learn the varied tasks
• As your role is central within the team, you will be assisting in general administration duties. These duties are varied daily, but usually consist of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals. You will be required to assist in the distribution of valuations and tax packs for the team's client base.
• You will also be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and assist Investment Managers with preparation for client meetings.
• You will be working very closely with our clients and their agents, and you will need to provide optimal service levels, including providing information and reports regarding their portfolios, which necessitates close relationship building with our stakeholders whether that be internally or externally. It is therefore essential that you exhibit a pleasant, courteous and professional demeanour, enabling you to establish effective relationships with a diverse range of clients.
• You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.

About You

• Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential
• To be successful in this role you'll be an independent worker and thinker.
• You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.
• A good level of communication skills is required.
• You will be working very closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, which necessitates close relationship building with all stakeholders whether that be internally or externally. You will therefore need to have a good communication and interpersonal skill set. You will need to be able to build a rapport with clients and be able to adapt your style to suit the variety of clients we look after.
• You will be able to act on your own initiative and work independently.
• You will have solid organisational skills to manage your workload and meet deadlines. You will also understand the importance of precision and accuracy .
• If you have an Administrative Financial Qualification, experience within financial services is beneficial.

#LI-VS1 #QC Inclusion & DiversityWe value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. ValuesDo the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Healthcare Cash Plan: Jersey employees only. Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.