Quilter plc

Financial Services

InvestmentAdministrator

£45–65k ~AI est. London, United Kingdom FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Investment Administrator at Quilter plc. Skills: Investment administration, Client support. Act as first point of contact. Respond to queries”

Industry & Context.

Financial Services
Problems you'll solve

Resolve queries; Seek guidance; Escalate issues

Eligibility Requirements

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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