Investment Administrator

Fixed Term Contract Duration - 14 Months 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.

Quilter plc is a leading wealth management business, which oversees £141.9 billion in customer investments (as at 31st March 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. 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.

Level: 2 Department:
Investment Management

Location:

Manchester (hybrid)

Contract:

15 month FTC

We are hiring an Investment Administrator to support a team of Investment Managers within our Manchester 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 15-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 Manchester office (minimum 3 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.

• 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 respond to administrative queries or confirm data changes.
• 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…