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Portfolio Manager Wealth Management

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, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm is looking for an Investment Administrator in Birmingham. The successful candidate will assist with client reviews, investment proposals, and suitability letters. The ideal applicant should possess knowledge in investment management and be proficient in Microsoft Excel. Full training will be provided, along with potential career advancement into an Investment Manager role. Competitive benefits, including a pension scheme and private medical insurance, are included.
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