Investment Administrator

5 months ago

Dublin, Ireland Quilter Full time

What the Hiring Manager Says

The Dublin office was established in 2003 and has a strong and cohesive team who share a vision to provide a high-quality investment service. We have a long and successful track record and have safely navigated the economic turmoil of recent years, drawing from the extensive experience and skills of our investment managers.

In 2019 the office was authorised and established as Quilter Cheviot Europe to serve clients across the European Union.

Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £114.9 billion of investments on behalf of over 900,000 customers (as at March 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges

•We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting 4 investment managers and a trainee investment manager.
•This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life, and closing accounts, while ensuring this is performed in a compliant manner.
•The individual will report to the investment managers and investment assistant, but also to the Team Leader.
•We are happy to provide full training for the role, as well as offering access to formal industry qualifications and we work collaboratively to achieve the teams goal.
•To progress towards being an Investment Manager, the applicant should have already started to take formal industry qualifications or be willing to start to study and take them at the earliest opportunity.

About the Role

Level : 2

Department: Investment Management

Location : Dublin

Contract type : Permanent

Regulated/non Regulated: non regulated

As your role is central within the team, you will be assisting in general administration roles. These duties are varied daily, but usually consist of answering the phones, preparing paperwork, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals. You will be required to assist in the distribution of valuations and tax packs for the team’s client base.

You will also be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and assist Investment Managers are well prepared for client meetings.

In time, to aid your progress towards being a Trainee Investment Manager, you will be invited to attend client meetings with the Investment Managers.

You will be working very closely with our clients and their agents to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients.

About You

To be successful in this role you’ll 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.

If you have a Financial Qualification such as QFA, experience within financial services is beneficial.

#LI-VS1 #QC

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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