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.

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 will work closely with our senior administrator, supporting investment managers and the wider Bristol team.

The administration function is central to the success of the team, and we are looking for a candidate who can embrace and actively contribute to the 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.

The role will cover various aspects of client account administration and other related tasks, with a focus on the following areas:

• You will work closely with our clients and their advisers to provide a high-quality service, with the development of relationships, both internally and externally, being of key importance
• A personable approach to all interactions is essential, along with an ability to engage effectively with clients and other stakeholders from a variety of backgrounds
• A keen eye for detail, and a focus on producing work to a very high standard of quality and accuracy, is fundamental to the role
• You should be comfortable talking to clients on the phone, along with writing and responding to emails and letters
• Administration tasks will vary on a daily basis, but will include the opening of new client accounts, arranging payments to clients, and supporting Investment Managers in their preparation for meetings
• You will also be required to 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 you will have experience in a similar role as an administrator within banking, wealth or investment management. This is not essential, however.
• To be successful in this role you will need to be an independent worker and thinker, in addition to having the ability to work closely with colleagues as part of the wider team.
• You will preferably have a working knowledge of the financial services landscape, or at least an interest in financial services.
• Excellent communication skills are essential.
• Working knowledge and experience of using Microsoft Office.
• Candidates who thrive on relationship building and interaction with others will derive the most satisfaction and reward from this role.
• The desired candidate is someone who wishes 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 : 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…