Investment Administrator

Saint Helier, United Kingdom
18 Nov 2022
30 Nov 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
What the Hiring Manager Says

"This is a fantastic opportunity to join a growing and vibrant team, in an exciting sector, using and developing your skills to provide crucial support to enhance the effectiveness of the investment managers within the team, primarily focusing on the Trustee and Private Client sectors, but also with some exposure to Financial Advisers and Charities.

The role is diverse, from diary management through to compiling power point presentations and dealing with potential complex administrative queries from clients. As such this role is considered an Information Giver under MiFID II.

The company provides opportunities to benefit from formal training and mentoring to further develop your skills and widen opportunities for development within the business.

The interview process will be a two-stage process. During the first interview you will meet with Damien Maltwood (Director and Team Leader) to discuss the role and for us to hear about you and why you are interested and best suited for the role. In the second interview you will meet with other QC colleagues from within the team and wider business.

I am committed to being an inclusive leader and building a diverse team."

-Investment Manager

About the Role

Level: 2

Department: Quilter Cheviot - Front Office

Location: Jersey

Contract: Permanent

The purpose of the role is to assist one or more Investment Managers in effective and efficient team support and client administration, including client portfolios.

You will be assisting in the production of investment proposals; under supervision, to provide clients and/or their agents with information and reports about their portfolio.

You will ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.

You will ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information is maintained.

You will also be assisting in the quarterly distributions of valuations for the entire client base, periodic updates, as well as the yearly distribution of tax packages.

You will likely be in contact with our clients through managing their correspondence, answering the phones and taking messages.

You will also be assisting in the general administration/record keeping of the team; this can range from overseeing diary and expense management, post, room bookings client meetings, assisting with periodic data entry exercises, preparing PowerPoint presentations, valuations and performance charts for client and adviser meetings and monitor adherence to checklists to ensure correct procedures are followed.

You will also be liaising with internal and external stakeholders to carry out any other duties that ensure the smooth running of the service.

This role is considered an Information Giver under MiFID II.

About You
  • You will have experience within financial services and possessing a Level 4 investment advice diploma would be desirable but not required.
  • You will be commercially astute with excellent communication and presentation skills. Strong ability to use Microsoft Word, Excel and PowerPoint, able to engage and influence at all levels across the business and the wider organisation.
  • You have drive, resilience and tenacity to deliver success in a challenging business environment.
  • You will possess a qualification, or relevant training, which demonstrates necessary knowledge requirements for an Information Giver under MiFID II, or be willing to obtain this.
  • Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
  • In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
  • Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
  • We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

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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