Investment Administrator
- Employer
- Quilter
- Location
- Liverpool, United Kingdom
- Salary
- Competitive
- Closing date
- May 18, 2022
View more
- Job Function
- Banking
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Fixed Term Contract Duration - 0 Months
Summary
We are looking for an Investment Administrator to assist one or more Investment Managers in effective and efficient team support and client administration, including client portfolios in our Quilter Cheviot, Liverpool office.
About the Role
About You
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
Summary
We are looking for an Investment Administrator to assist one or more Investment Managers in effective and efficient team support and client administration, including client portfolios in our Quilter Cheviot, Liverpool office.
About the Role
- To assist in the production of investment proposals.
- Under supervision, to provide clients and/or their agents with information and reports about their portfolio.
- To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.
- To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information is maintained.
- Main tasks and duties include:
- Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
- Manage client mail-merges.
- Ensuring new accounts are opened in a timely and accurate manner.
- Assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages.
- Process client payments.
- Administration of deceased accounts.
- Arrange portfolio transfers.
- Process ISA subscriptions.
- Update databases with revised client details.
- Assist in the general administration of the team (post, room booking)
- Preparing reports, correspondence and other relevant documentation including Investment Proposals.
- Preparing PowerPoint presentations for client meetings.
- Prepare suitability letters and maintain affirmations.
- To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.
- Maintain up to date filing.
- Client correspondence
About You
- Ideally educated to 'A' level standard.
- Experience within financial services is preferred.
- Commercially astute with excellent communication and presentation skills, able to engage and influence at all levels across the business and the wider organisation.
- Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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