Investment Administrator

Location: Greater London

## Investment Administrator Apply locations:
London time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
June 28, 2026 (30 days left to apply) job requisition :
R5475

Fixed Term Contract Duration - 12 Months#
**** About the Business
**** Quilter plc is a leading wealth management business, which oversees £126.3 billion in client investments (as at 6th August 2025). It has an adviser and client offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
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.
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.#
**** About the Role
**** Level: 2  Department:
Investment Management

Location:

London (4 days in the office)

Contract:

12 month FTCWe are hiring an Investment Administrator to support two Investment Managers within our London office. This is a varied and important support role, working closely with the Investment Managers to deliver a high-quality service to private clients, financial advisers, professional partners and other third parties.

The role would suit someone who is organised, professional, detail-focused and takes pride in producing accurate work within clearly defined processes. You do not need to be an investment specialist, but you should be comfortable working in a busy, client-focused environment, eager to learn new systems and willing to develop a good understanding of how an investment management team operates. The role sits within Investment Management but is focused on administration, client service and operational support.

This is a 12-month fixed-term contract to provide maternity cover. While the role is offered on a fixed-term basis, there may be scope for future opportunities within the team or wider business for a candidate who performs well, subject to business needs.

The role is based in our London office (minimum 4-days). Regular office presence will be essential, so that the successful candidate can learn the role, build relationships and become effective quickly and work with minimal supervision.
** Core responsibilities
*** Acting as a first point of contact by email and telephone for clients, financial advisers, support staff, professional services firms and other third parties.
* Responding promptly and professionally to queries, using internal systems and liaising with the Investment Manager, support colleagues and relevant internal teams where needed.
* Speaking to high net-worth private clients to arrange meetings, respond to administrative queries or confirm data changes.
* Liaising with in-house teams to book meeting rooms and client lunches.
* Management of the Investment Managers diaries.
* Supporting the full lifecycle of client accounts, including new account opening, ongoing administration, client data updates and account closures, ensuring processes are completed accurately and in line with internal procedures.
* Preparing presentation packs for client meetings, including collating performance data and updating figures, charts and supporting information.
* Processing suitability reviews through the CRM system, ensuring Know Your Client (KYC) information is accurately recorded and assisting with follow-up suitability letters.
* Assisting with withdrawals, changes of service, standing order changes, address changes and other account amendments.
* Preparing account valuations, statements, investment proposal documentation and new account paperwork.
* Managing electronic completion of application forms using Adobe Docu Sign.
* Supporting clients or advisers with access to the online portal.
* Saving communications and documents accurately to internal systems.
* Drafting and responding to client correspondence, including emails and letters.
* Providing support to other Investment Managers or team members where required.
** Skills & attributes
*** A high level of accuracy, discretion and professionalism when handling client information and correspondence.
* A calm, professional and personable telephone manner.
* Good written communication skills, including the ability to draft clear emails and letters.
* Ability to prioritise effectively and manage several tasks at once.
* Comfortable working in a busy environment, particularly during quarter-end, tax year-end and other peak periods.
* Good judgement, including knowing when to resolve a query within your remit and when to seek guidance or escalate.
* Able to manage recurring tasks proactively and follow matters…