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Investment Administrator

Salisbury, United Kingdom
Closing date
Jun 30, 2022

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About the Role

Key Responsibilities and Scope of role:
  • To assist in the production of investment proposals.
  • Under supervision, to provide clients and/or their agents with information and reports about their portfolio.
  • To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.
  • To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information is maintained.
  • Main tasks and duties include:
  • Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
  • Manage client mail-merges.
  • Ensuring new accounts are opened in a timely and accurate manner.
  • Assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages.
  • Process client payments.
  • Administration of deceased accounts.
  • Arrange portfolio transfers.
  • Process ISA subscriptions.
  • Update databases with revised client details.
  • Assist in the general administration of the team (post, room booking)
  • Preparing reports, correspondence and other relevant documentation including Investment Proposals.
  • Preparing PowerPoint presentations for client meetings.
  • Prepare suitability letters and maintain affirmations.
  • To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.
  • Maintain up to date filing.
  • Client correspondence.

About You

Key Behavioural Skills:

Attention To Detail
  • Handles tasks with thoroughness and accuracy.
  • Recognises and resolves errors.

  • Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language.

  • Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date.

Time Management
  • Effectively balances priorities to meet agreed deadlines for the Investment Manager. Demonstrates flexibility to adapt to changing business needs.

  • Treats colleagues with professionalism and respect.

Decision Making
  • Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes.

Corporate Focus And Behaviour
  • Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding TCF principles. Willingness to learn. Good operational knowledge of departmental processes.

Client Focus (Internal And External)
  • Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method.

Qualifications required:

Ideally educated to 'A' level standard.

Knowledge, Skills & Experience:
  • Experience within financial services is preferred.
  • Commercially astute with excellent communication and presentation skills, able to engage and influence at all levels across the business and the wider organisation.
  • Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment.


No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

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

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