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Job Location | All Saints |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
What the Hiring Manager SaysThis is a fantastic opportunity to join a growing and vibrant team, in an exciting sector, using and developing your skills to provide crucial support to enhance the effectiveness of the investment managers within the team, primarily focusing on the Trusteeand Private Client sectors, but also with some exposure to Financial Advisers and Charities.The role is diverse, from diary management through to compiling power point presentations and dealing with potential complex administrative queries from clients. As such this role is considered an Information Giver under MiFID II.The company provides opportunities to benefit from formal training and mentoring to further develop your skills and widen opportunities for development within the business.The interview process will be a two-stage process. During the first interview you will meet with Damien Maltwood (Director and Team Leader) to discuss the role and for us to hear about you and why you are interested and best suited for the role. In the secondinterview you will meet with other QC colleagues from within the team and wider business.I am committed to being an inclusive leader and building a diverse team.-Investment ManagerAbout the RoleLevel: 2Department: Quilter Cheviot - Front OfficeLocation: JerseyContract: PermanentThe purpose of the role is to assist one or more Investment Managers in effective and efficient team support and client administration, including client portfolios.You will be assisting in the production of investment proposals; under supervision, to provide clients and/or their agents with information and reports about their portfolio.You will ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.You will ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information is maintained.You will also be assisting in the quarterly distributions of valuations for the entire client base, periodic updates, as well as the yearly distribution of tax packages.You will likely be in contact with our clients through managing their correspondence, answering the phones and taking messages.You will also be assisting in the general administration/record keeping of the team; this can range from overseeing diary and expense management, post, room bookings client meetings, assisting with periodic data entry exercises, preparing PowerPoint presentations,valuations and performance charts for client and adviser meetings and monitor adherence to checklists to ensure correct procedures are followed.You will also be liaising with internal and external stakeholders to carry out any other duties that ensure the smooth running of the service.This role is considered an Information Giver under MiFID II.About You