Investment Administrator

About the Business

Quilter 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.

Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

Level: 2
Department:
Investment Management

Location:

Birmingham (Hybrid)

Contract:

Permanent

We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting an investment manager and the wider team.

This work will include administrative jobs such as opening new accounts, preparing client reviews, assisting with suitability, preparing investment proposals and once exams have been completed, rebalancing portfolios and portfolio management.

The individual should be comfortable taking control of various projects, maintaining a keen attention to detail throughout all tasks and working diligently and in a timely manner.

The individual will report to an investment manager in the team.

We are happy to provide full training for the role, as well as offering access to formal industry qualifications, with the aim of progressing you into an Investment Manager.

An applicant who is already qualified to Level 4 or has already started industry exams is preferable but not mandatory.

• Preparing client reviews
• Producing investment proposals
• Preparing suitability letters
• Maintenance of suitability affirmations
• Once qualified to a sufficient degree, involved in portfolio management (including portfolio rebalancing, investing new monies, raising monies etc.)
• Monitoring risk systems
• Ensuring liquidity for income payments and charges
• Dealing with queries from clients, financial advisors and/or other professionals
• Picking up regular and infrequent tasks e.g. monthly and quarterly emails we need to send out to clients and/ or advisors

Ideally you will have experience in a similar role as an Investment Administrator/Trainee Investment Manager within Wealth or Investment Management, however this is not essential

To be successful in this role you will 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.

A good level of Microsoft Office, especially Excel, is required.

Experience with in financial services is beneficial.

#LI-VS1 #QC

We 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.

Do 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…