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Investment Administrator — Path to Investment Manager

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Quilter Cheviot
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Portfolio Manager
Job Description & How to Apply Below

A leading wealth management firm is seeking an Investment Administrator in Birmingham. The role involves assisting with client reviews, investment proposals, and suitability letters. Ideal candidates will have a grasp of investment management and proficiency in Microsoft Excel. Full training will be provided, along with opportunities for career progression into an Investment Manager role. Core benefits and holidays, a pension scheme, and private medical insurance.

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