Investment Administrator - London, United Kingdom - Quilter

Quilter

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

What the Hiring Manager Says

What the Hiring Manager Says

We are looking to recruit an individual with passion for the industry into our small, but growing, group of Investment administrators.

This role will be assisting a small group of investment managers.

This work will cover all aspects of administration of the accounts, from opening these, working with investment managers during the accounts life, and closing accounts, while ensuring this is performed in a compliant manner.

The individual will report to the Team leader.

We are happy to provide full training for the role, as well as offering access to formal industry qualifications and we work collaboratively to achieve the teams goal.

Mats Athursson

About the Role

As an Investment Administrator you'll be part of a team to assist in the production of investment proposals.

You'll be working very closely with our clients and their agents to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally.

You'll be required to assist in the distributions of valuations and tax packs for the team's client base and process client payments.

As your role is central within the team you'll also be assisting in the general administration, these duties are varied daily but usually consists of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations.

You will be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and assist Investment Managers are well prepared for client meetings.

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 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. If you have a Financial Qualification such as QFA, experience within financial services is beneficial

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme:
All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance:
Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.