Investment Administrator
Quilter(28 days ago)
About this role
An Investment Administrator at Quilter Cheviot provides central administrative support to the Investment Management team in Bristol, serving private clients, charities, trustees, and professional advisers. The role reports to the Head of Office and is part of a long-established wealth management firm on a permanent, hybrid basis.
Required Skills
- Client Communication
- Relationship Building
- Attention To Detail
- Account Administration
- Document Preparation
- Microsoft Office
- Telephone Skills
- Written Communication
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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