Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). 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.About the Role
Level: 2
Department: Investment Management
Location: Birmingham (Hybrid)
Contract: 12 month Fixed Term Contract
The Investment Administrator role is required to assist 2 Investment Managers in providing investment management services to a range of significant private clients with effective and efficient team support and client administration.
To assist with the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters, diarising meetings, review calls etc.
To provide clients and/or their agents with information and reports about their portfolio.
To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information and data on the CRM system is maintained.
Ensuring new accounts and amendments to existing client accounts are opened in a timely and accurate manner.
General client administration:
client payments/ administration of deceased account, process and delegate client correspondence/ process ISA subscriptions/ internal and external post/ room booking for meetings inc. welcoming and setting up boardrooms
Undertake mail merges when required e.g. for marketing/ events/ Christmas cards etc.
Preparing reports, correspondence and other relevant documentation including Investment Proposals for client meetings
Update databases with revised client details
Prepare and submit expenses claims, CPD logs etc.in a timely manner for IMs
Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.
To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.
To succeed in this role, you need to be willing to work for and with the team whilst also building up your skills and knowledge with the option for you to undertake professional qualifications.
Good Microsoft Office skills (Word, Excel, Outlook).
An open and inquisitive mind, willing to learn, debate ideas and contribute.
Has the potential, if not the current skills, to make the most of this exciting opportunity.
Good operational knowledge of interdepartmental processes.
The ideal candidate is a team player, with the ability to prioritise workloads, and has a high attention to detail.
#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.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
Skills Required
- Proficient Microsoft Office skills (Word, Excel, Outlook)
- Operational knowledge of interdepartmental processes
- Ability to prioritise workloads and high attention to detail
- Good client communication skills (answering phones, handling queries)
- Willingness to learn and work collaboratively within the team
- Option to undertake professional qualifications
- Awareness of compliance regulations and accurate client documentation
What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation. The businesses within our group aim to provide high quality products and services for the whole of your investment journey
