About the Business

About the Role

Level: 2
Department: Investment Management
Location: Liverpool
Contract: Permanent

We are looking to recruit an individual with passion for the industry to join a well-established team. This role requires a multi-tasker with excellent prioritising skills as it will be working with two existing and highly experienced administrators in assisting six Investment Managers.

This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life, and closing accounts, while ensuring this is performed in a compliant manner. Attention to detail and delivering on deadlines are essential.

The individual will report to the Team’s Head whist working closely with the investment managers and rest of the team / office.

We will provide full training for the role, we work collaboratively to achieve the teams’ goals, and you will progress in the career path when you are comfortable with the varied tasks.

• You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.
• As your role is central within the team, you will be assisting in general administration tasks. These duties are varied daily, but usually consist of answering the phones, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals and PowerPoint presentations. You will also be required to assist in the distribution of ongoing client reporting.
• You will be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and ensure Investment Managers are well prepared for client meetings.
• You will be working very closely with our clients and their agents (IFAs, solicitors and accountants) to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients and have a keen eye for detail.
• You are required to help with general team admin tasks like meeting minutes, CPD (continuous professional development) record keeping for regulated members of the team and booking events, meeting rooms and restaurants for clients’ meetings.

About You

• Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential

#LI-VS1 #QC

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.