Investment Administrator

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £141.2 billion in customer investments (as at 31 December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

About the Role

Level: 2

Department: Investment Management

Contract: permanent

Location: Edinburgh - hybrid

We are hiring an Investment Administrator to support the Investment Managers team within our Edinburgh office. The role involves a wide range of administrative responsibilities and requires someone who is organised, professional, and confident working in a fast‑paced environment.

Core responsibilities

• Respond promptly and professionally to queries from Investment Managers, private clients, and both internal and external financial advisers via telephone and email.

• Support the full lifecycle of client accounts – from opening new accounts, assisting with ongoing administration, to closing accounts – ensuring all processes remain fully compliant.

• Assist with general team administration, including:

  • Answering inbound calls

  • Preparing PowerPoint presentations

  • Drafting suitability letters and maintaining suitability affirmations

  • Inputting BAC and CHAPS payments

  • Preparing account valuations and other statements

  • Helping to produce investment proposals

  • Assisting regular client reporting using Outlook mail merge

  • Draft and respond to client correspondence, including emails and letters.

Skills & attributes

• Strong attention to detail and the ability to prioritise tasks effectively.

• Professional telephone manner, as you will frequently interact with high‑net‑worth clients.

• Ability to work under pressure, particularly during busy periods such as quarter‑end and tax year‑end.

• Proficiency in Microsoft Word, Excel, and PowerPoint; strong IT skills are an advantage.

• Some experience within the investment or wealth management sector is preferred.

Working arrangements & training

• The role is based in our Edinburgh office and typically requires 4–5 days per week onsite, particularly during initial onboarding and training.

• You will report to the Team Head, as well as the Investment Managers and Investment Assistants.

• Full training will be provided. We are a collaborative team, and your progression will reflect your ability to learn and take on varied tasks.

Additional notes

• Although you will assist Investment Managers closely, this position does not ordinarily lead to the trainee Investment Manager career track.

Consumer Duty

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

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

• We will also consider candidates who are starting their career and looking for their first opportunity within Investment Management

• To be successful in this role you will be an independent worker and thinker.

• You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.

• A good level of communication skills is required.

• A good level of Microsoft Office, especially Word, Excel and PowerPoint, is required.

#LI-VS1 #QC # Quiltercheviot

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.