The Vacancy
Hymans Robertson Investment Services (HRIS) is fully owned by Hymans Robertson LLP. HRIS runs a rapidly growing UK discretionary fund management (DFM) proposition, which is focused on designing and managing a model portfolio service (MPS) for its professional clients – in this case, third party UK financial adviser firms. The MPS portfolios are currently made up of multiple underlying funds, typically spread across a range of asset classes and using different management styles, such as active and passive management.
This advert is for the role of Investment Administrator based in either our Birmingham, Edinburgh or London Office. This person will play a key role in this team.
Some Of The Key Responsibilities Will Include
- Project managing the team’s investment monitoring, including liaising with internal and external partners.
- Supporting the client onboarding process, working closely with HRIS’s Operations and Sales teams.
- Preparation of draft papers and presentations for peer review.
- Project manage the provision of data to external parties e.g. risk profiling firms.
- Ad-hoc actions/projects as required.
Personal Characteristics
- Excellent interpersonal and communication skills.
- Flexible, pro-active and innovative approach.
- Clear analytical ability.
- Project management and multi-tasking abilities.
- Excellent team player and able to work on own initiative.
- Comfortable working in a dynamic, busy and nimble environment
Qualifications And Experience
- Financial services experience preferred but not essential.
- Must be extremely organised and have keen eye for attention to detail.
- Proactive and strong work ethic and keen to contribute ideas and improvements.
- Strong sense of ownership.
- Proficient in word, excel and power point.
- Collaborative and partnering in style – effective in building working relationships with internal team members as well as external parties.
About Us
Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.
We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.
Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.
We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.
We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.
Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers
here .
If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.
Together, we can make this the best job you’ll ever have.
We Offer
Our culture
We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.
Job satisfaction
Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.
Reward and wellbeing
We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.
Flexible working
We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.
Latest technology
We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.
Career development
There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.
