Investment Administrator - Quilter

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 provide a highly personalized wealth management offering to private clients, charities, trustees, and professional partners with straight‑forward or complex financial needs, with presence throughout the UK, Ireland, Dubai and the Channel Islands.

Level: 2
Department:
Investment Management

Location:

Bristol (Hybrid)

Contract:

Permanent

We are recruiting for an Investment Administrator to join our growing team. The individual will report to the Head of Office and work closely with our senior administrator, supporting investment managers and the wider Bristol team. This role is central to the success of the team, and we are looking for a candidate who embraces and actively contributes to an existing high‑performance culture.

The desired candidate will have a proven track record in providing effective and efficient administrative support and will be motivated to deliver excellent service and client outcomes.

• Work closely with our clients and their advisers to provide a high‑quality service, developing relationships both internally and externally.
• Adopt a personable approach to all interactions, engaging effectively with clients and other stakeholders from a variety of backgrounds.
• Maintain a keen eye for detail, producing work to a very high standard of quality and accuracy.
• Communicate with clients on the phone and write/respond to emails and letters.
• Administer daily tasks such as opening new client accounts, arranging payments to clients, and supporting Investment Managers in meeting preparation.
• Assist with the preparation of client suitability letters, the production of investment proposals and presentations, and the distribution of valuations and other documents on behalf of the team.

• Ideally have experience in a similar administrative role within banking, wealth or investment management; this is not essential.
• Be an independent worker and thinker, and also adept at working closely with colleagues as part of a wider team.
• Possess working knowledge of or interest in the financial services landscape.
• Have excellent communication skills and proficiency in Microsoft Office.
• Thrive on relationship building and interaction with others.
• Wish to pursue a long‑term career in client administration.

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: Act with integrity and go above and beyond in service to clients and the communities we support.
• Always curious: Continuously seek new ideas and knowledge to stay ahead of clients' needs, encouraging experimentation and brilliant solutions.
• Embrace challenge: Aim high to transform potential into meaningful outcomes, driven by ambition and a commitment to growth.
• Stronger together: Combine diverse talents to accomplish more collectively, actively listening, supporting each other, and challenging ideas constructively.

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: Eligibility for all employees to participate in the incentive scheme, incentivizing business performance and contribution.
• Pension Scheme: A non‑contributory company pension scheme enhanced by personal contributions.
• Private Medical Insurance: Single cover as standard with options to increase cover to include partner or children.
• Life Assurance: Four times your salary.
• Income Protection: Seventy‑five percent of salary, less state benefits, payable after 26 weeks of absence.
• Healthcare Cash Plan: Available to Jersey employees only.

In addition to core benefits, we offer a range of flexible benefits to UK employees that can be chosen and paid for via salary deduction.