Investment Support Professional
6 days ago
We are a cohesive team who share a vision to provide a high-quality investment service, driven by our extensive experience and skills.
With a strong track record, we have navigated economic turmoil and are committed to delivering exceptional results for our clients.
This role will assist 4 investment managers and a trainee investment manager, ensuring all aspects of account administration are covered.
You will report to the investment managers and team leader, working collaboratively to achieve the team's goals and support your career growth.
Full training and access to formal industry qualifications will be provided, enabling you to develop your skills and knowledge.
To progress towards being an Investment Manager, you should have already started or be willing to start formal industry qualifications at the earliest opportunity.
About the Role
Level: 2
Department: Investment Management
Location: Dublin
Contract type: Permanent
Regulated/non Regulated: non regulated
Your duties will include answering phones, preparing paperwork, suitability letters, and maintaining affirmations, as well as assisting in investment proposals and distributing valuations and tax packs.
You will also facilitate the smooth opening of new accounts, arrange payments, and ensure Investment Managers are well-prepared for client meetings.
In time, you will attend client meetings with Investment Managers, aiding your progress towards being a Trainee Investment Manager.
You will work closely with clients and their agents to provide excellent service, necessitating close relationship building and a pleasant, personable manner.
About You
To succeed in this role, you'll be an independent worker and thinker, interested in financial services or having good understanding where you can utilise your knowledge and experience within investment management.
A good level of communication skills is required. If you have a Financial Qualification such as QFA, experience within financial services is beneficial.
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 contribution.
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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