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Investment Administrator

Quilter -
Dublin, County Dublin

Apply Now

Job details

Full-time
12 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Microsoft Powerpoint
Microsoft Excel
Microsoft Office
Pivot tables
Communication skills

Full job description

About the Business

Quilter Cheviot Europe Limited
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
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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).

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

Location: Dublin

Department: Investment Management

Contract: Permanent

As an Investment Administrator you’ll be part of a team, aiding the client experience, with your roles including but not limited to:

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.
Ideally you would be QFA qualified or have a desire to complete the QFA with experience in financial services being beneficial.
Core competencies: We use the Microsoft Office suite on a daily basis so a good understanding of Excel, Word, PowerPoint and Outlook is necessary. The individual should be comfortable using Excel functions such as VLOOKUP, IF and SUMIF (for example) and be willing to learn more in order to streamline their role. An understanding of Macros and Pivot tables would be beneficial.

#LI-VS1 #QC

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

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

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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

Apply Now

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