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.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
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!
Investment Administrator, London
About the team:
An exciting opportunity to join a team of 9 Investment Managers and 5 support staff who are focussed on providing wealth management services to South African resident clients and to UK or International resident clients of South African origin.
What will you be doing?
This is an administration and support role, the purpose of which is to facilitate the effective running of the team through the provision of high quality administrative support. With the team's strong focus on new client acquisition, important tasks will include assistance with investment proposals and related marketing documentation, client onboarding, direct communication with clients and preparation of client reports.
Consideration would be given to providing support to complete relevant professional exams that would aid the successful candidate's development of their knowledge and understanding of the industry in the context of the role that they are undertaking. There is scope for progression into investment management in due course.
Carry out the full range of administrative primarily to one investment manager and the wider team as required. This would include:
• Preparation and drafting of client documentation of forms for new clients including financial questionnaires, client agreements and other regulatory/tax compliance forms. • Working with clients to request and obtain necessary account opening documentation such as AML documents and trust deeds in a format that meets regulatory requirements.• Setting up new client accounts, including ensuring that all aspects of static data such as reporting and fee arrangements have been correctly and accurately applied.• Inputting KYC data based on completed client documentation.• Liaising with clients and third parties to arrange the transfer in and out of assets as required• Arranging both ad hoc and regular payments.• Liaising with clients to confirm the veracity of changes to static data such as bank details, trustee details and addresses and ensuring that such changes are then correctly applied.• Arranging online access for clients and their advisers.• Responding to client requests for historic information and portfolio data, ensuring that appropriate authorities are in place for the provision of that information.• General administration duties to support the investment team answering phones, taking and passing on messages for them and other team members.• Assist with preparation of information for client review meetings, investment proposals, pitch documents and meeting minutes.• Assisting in the timely preparation and dispatch of reports and valuations.• Ensure compliance with regulatory and organisational requirements / procedures at all times
What are we looking for?
We commit to ensure that everyone is fairly assessed during our recruitment process.
Let us know if you need any reasonable adjustments to complete your application.