Investment Administrator

Quilter
United Kingdom
Workplace: HybridFull timeFunction: Administration & Executive AssistanceSkills: ["Attention to detail","Deadline management","Communication","Independent work","Relationship building"]

Manage end-to-end investment account administration, including opening, maintaining with investment managers, and closing accounts in a compliant manner. Support the Head of Office with diary and office management tasks, client communications, diary coordination, suitability letters, and client reporting distribution. Help facilitate new account openings, arrange payments for clients and advisers, and assist with producing investment proposals and PowerPoint presentations while building strong relationships with internal and external stakeholders.

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FursaFursa
Quilter
Quilter
2 hours ago

Investment Administrator

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Manage end-to-end investment account administration, including opening, maintaining with investment managers, and closing accounts in a compliant manner. Support the Head of Office with diary and office management tasks, client communications, diary coordination, suitability letters, and client reporting distribution. Help facilitate new account openings, arrange payments for clients and advisers, and assist with producing investment proposals and PowerPoint presentations while building strong relationships with internal and external stakeholders.
Location: United Kingdom
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Handle investment administration for accounts, including opening, supporting throughout the account lifecycle, and closing accounts compliantly.
  • •Support the Head of Office with diary management and general office administration/office management tasks.
  • •Answer phones, prepare suitability letters and maintain suitability affirmations, and help distribute ongoing client reporting.
  • •Facilitate smooth opening of new accounts, arrange payments to clients and advisers, and ensure investment managers are prepared for client meetings.
  • •Assist with producing investment proposals and PowerPoint presentations, plus general team administration (e.g., meeting minutes, CPD record keeping, and event/meeting room booking).

Pay and Benefits

Perks:Paid LeavePensionPrivate MedicalLife InsuranceIncome ProtectionCash Plan

Key Requirements

  • •Experience in a similar role as an Investment Administrator within Wealth or Investment Management (preferred).
  • •Strong administration skills with a high attention to detail and ability to meet deadlines.
  • •Interest in financial services or a good understanding of financial services within investment management.
  • •Comfort writing and responding to emails and letters, and talking to clients on the phone.
  • •Practical Microsoft Office experience, especially mail merges and producing presentations.
Experience:Wealth managementInvestment management
Skills:Attention to detailDeadline managementCommunicationIndependent workRelationship building
Tech Stack:Microsoft OfficeMail mergesPowerPointEmailLetters

Company Brief

Quilter
Quilter plc is a UK-based wealth management and financial planning company offering investment management, retirement planning, and financial advice services to individual and intermediary clients across the UK and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 2018
Website