Quilter plc
Financial Services
InvestmentAdministrator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Administrator at Quilter plc. Skills: Investment administration, Client support. Act as first point of contact. Respond to queries”
Industry & Context.
Resolve queries; Seek guidance; Escalate issues
4 days in office
What They're Looking For.
Must Have
12 month FTC
Nice to Have
Future opportunities within team
What You'll Do.
Act as first point of contact
Liaise with Investment Manager
Speak to private clients
Arrange client meetings
Respond to administrative queries
Liaise with in-house teams
Manage Investment Managers diaries
Support client account lifecycle
Prepare presentation packs
Collate performance data
Update figures and charts
Process suitability reviews
Record KYC information
Assist with withdrawals
Assist with changes of service
Assist with standing order changes
Assist with address changes
Prepare account statements
Prepare investment proposal documentation
Prepare new account paperwork
Manage electronic completion of forms
Support online portal access
Save communications and documents
Draft client correspondence
Respond to client correspondence
Provide support to team members
How You'll Work.
Team & Collaboration
Support Investment Managers; Liaise with internal teams; Support other Investment Managers
Communication Scope
Written communication; Email drafting; Letter drafting
Full Job Description
Fixed Term Contract Duration - 12 Months # ****About the Business**** Quilter plc is a leading wealth management business, which oversees £126.3 billion in client investments (as at 6th August 2025). It has an adviser and client offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. 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. 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: London (4 days in the office) Contract: 12 month FTC We are hiring an Investment Administrator to support two Investment Managers within our London office. This is a varied and important support role, working closely with the Investment Managers to deliver a high-quality service to private clients, financial advisers, professional partners and other third parties. The role would suit someone who is organised, professional, detail-focused and takes pride in producing accurate work within clearly defined processes. You do not need to be an investment specialist, but you should be comfortable working in a busy, client-focused environment, eager to learn new systems and willing to develop a good understanding of how an investment management team operates. The role sits within Investment Management but is focused on administration, client service and operational support. This is a 12-month fixed-term contract to provide maternity cove
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