Job description

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  • Location:
    Bournemouth, Bristol, Cheltenham, Guildford, Leeds, Liverpool, London - 30 Gresham Street, Manchester
  • Employee Type:
    Permanent
  • Department:
    Wealth Advisory Team
  • Division:
    IWI Wealth Advisory
  • Employment Type:
    Full time
  • Salary:
    Competitive

Administrator (5263)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Administrator

Locations: London,Guildford, Manchester, Leeds, Edinburgh, Cheltenham or Bristol or Bournemouth, Liverpool

What you'll do:

Provision of holistic Wealth Advisory Service in relation to retirement planning, estate planning, investments and protection, typically to UK Retail Clients, who are usually HNW individuals or complex planning need.

  • Maintenance of Xplan including the following:
  • Ensuring that all client workflows and tasks are carried out and completed in line with company policy.
  • Ensure client data is up to date.
  • Submit new business to centralised Financial Planning Administration, including provider and product.
  • Inputting fees and ensuring compliance documentation requirements are met.
  • Develop and maintain effective relationships with clients, colleagues and 3rd parties.
  • Ensure all client packs and paperwork are prepared ahead of client meetings, including requesting valuations.
  • Request specific policy information from product providers, 3rd parties via email and telephone.
  • Liaise with Centralised Financial Planning Administration on current cases to ensure information is received in a timely manner.
  • Liaise with Financial Planning Admin regarding LOAs.
  • Send out client letters.

About you:

  • Experience of working in the Financial Services sector in an Administrative positive would be highly desirable
  • A keen eye for detail.
  • Friendly and excellent telephone manner, listens actively and questions to clarify own understanding.
  • Prioritises and makes effective use of time with good organisation skills.
  • Ability to work under pressure to set timescales.
  • Works cooperatively and effectively with colleagues to complete tasks and achieve targets.
  • Builds strong internal and external relationships.
  • Treats others with courtesy and understanding, remains friendly and approachable.
  • Proactive and engaged.
  • Experience using Microsoft Office.

Other attributes that would be helpful, but not essential for the role.

  • Xplan experience desirable.
  • Strong team ethic and desire to develop others.
  • Strong alignment to one Investec and our culture and values.

 
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Location
3 Hardman Street, Spinningfields, Manchester, United Kingdom, M3 3HF
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Meet the recruiter

Nompumelelo Ndala

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Benefits

Pension
Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance