Investment Administrator - Birmingham, United Kingdom - Quilter Business Services
Description
What the Hiring Manager Says We have an exciting opportunity for an Investment Administrator to join our largest teams in the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a very busy wider team, with all administration requirementsfor investment management services and investment advice to a range of private and semi-institutional clients, the majority connected to the charitable/not-for-profit sector with a keen interest in responsible investment. This is an opportunity to join a friendly,ambitious, and growing team, committed to creating an inclusive culture which embraces diversity.
This will be a two-stage interview process, an in-person interview with me, and Kirstie Rees initially moving to a second interview with members of the extended team.
Tom Stone, Investment Manager and Team LeaderAbout the Role Level:
Level 1
Department:
Tom Stone team, Quilter Cheviot Birmingham
Location:
Birmingham, England
Contract type:
Permanent
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients.
To assist with the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters etc.
To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information and data on the CRM system is maintained.
Assist in the general administration of the team (post, room booking).
Preparing reports, correspondence and other relevant documentation including Investment Proposals.
Preparing PowerPoint presentations for client meetings; e.g. arrange portfolio transfers.
Ensuring new accounts are opened in a timely and accurate manner.
Assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages.
Process ISA subscriptions.
Update databases with revised client details.
To assist in the production of investment proposals.
Having a working knowledge of Excel, Word and other Microsoft Office products
To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.
About You Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
To succeed in this role, you need to be willing to work for and with both teams whilst also building up your skills and knowledge with the option for you to undertake professional qualifications.
Has the potential, if not the current skills, to make the most of this exciting opportunity.
You'll have good operational knowledge of interdepartmental processes.
- Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financialfutures._
- In this everchanging world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._
- Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care andcreativity that we need, to help us get there._
- We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learningmore about joining us._
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