Job Description

We\'re one of the UK\'s leading investment management companies, with responsibility for over \xc2\xa344 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.

Investment Administrator

Location: London

What is the team like?
An exciting opportunity to join a team of 9 Investment Managers and 5 support staff who are focussed on providing wealth and portfolio management services to a large book of existing international and domestic clients. The team focus on a broad and diverse range of direct and intermediary clients globally.

This is an administration and support role, the purpose of which is to facilitate the effective running of the client book through the provision of high quality administrative support. The role will be to support the PM in order to provide a high level of service to new and existing direct and intermediary clients and will encompass a broad range of functions listed below.

There will be a strong focus on meeting regulatory obligations including obtaining KYC information, assisting with the administration of newly acquired clients and on boarding processes, servicing existing clients, trade allocation compilation and assistance with managing the existing client booking from an admin perspective. There will be a mix of both client and advisor interaction and investment/portfolio management related admin tasks with an opportunity to learn and broaden knowledge and experience within in each of these areas.

Whilst the role itself does not have a natural progression to an Investment Management or Wealth Planning role, 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.

What are the key responsibilities?

Carry out the full range of administrative duties to support Tom Foster\'s client book. This would include:

• Assist the PM with regulatory reviews of existing client relationships, & tasked with the completion, recording and write up of regulatory reviews and tasks, keeping KYC data up to date.
• Oversee and organise the teams\' regulatory review work flow.
• Day-to-day running of the review and completion of client document files to meet regulatory standards.
• Assist PM in client reporting processes, including performance calculations.
• Preparation and drafting of client documentation of forms for new clients including financial questionnaires, client agreements and other regulatory/tax compliance forms.
• Liaise with clients to help them with the on-boarding process and ensuring accounts set up correctly
• 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.
• Draft Commencement Letters
• Assist PM with preparation of client investment proposals, client meeting preparation, meeting notes, follow ups, and documentation.
• Assist PM with general marketing and presentations.
• Analysis of client portfolio data, reporting back to IM.
• Coordinate and attend portfolio review discussions when appropriate.
• Develop relationships with the team\'s client base and their IFAs/intermediaries
• The successful candidate should feel comfortable having follow up conversations with clients. Primary client interaction is with the client on telephone or email with limited travel to client sites.
• Where possible contribute to the growing and optimising of PM\'s client book.
• Responsible for leading projects to monitor and check for accuracy of client static data and other admin related projects as required.
• Communicating with client to assist in resolving admin related matters and responding to client requests as they arrive.
• General administration duties to support the investment team answering phones, taking and passing on messages for them and other team members.
• Assisting in the timely preparation and dispatch of reports and valuations.

What skills and knowledge are we looking for?

• Works well under pressure and meets deadlines.
• Flexible attitude to work in response to changing workloads and deadlines within the team.
• Self-starter.
• Strong customer service focus.
• Exceptional focus on attention to detail
• Strong numerical skills
• Highly IT literate with an ability to learn new systems.
• Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
• Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
• Excellent telephone manner.
• Ability and willingness to keep colleagues fully up to date on progress with multiple tasks that are being undertaken at any time.
• Reliable and enthusiastic with a strong sense of integrity and a willingness to develop an understanding of our corporate purpose.
• Proactive, naturally efficient and organised with a sense of pride in completing tasks to a high standard with consistency.
• Showing concern for people, supporting colleagues and encouraging growth and development of the business.
• Relevant administrative experience in a financial services environment.

Any other attributes that would be helpful?

• Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day to day business.
• Sound market knowledge, product and platform knowledge.
• Strong interpersonal skills with a view to interacting with sophisticated clients
• A team player who is prepared to put in additional hours, if necessary, to meet deadlines

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.

We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in \xe2\x80\x9cout of the ordinary\xe2\x80\x9d ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.

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!

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Location

London - 30 Gresham Street

30 Gresham Street, London, England, GB, EC2V 7QN

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Meet the recruiter

Jacob Bennett

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.

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Benefits

Pension

Private Medical Cover

Virtual GP

Gym Discounts

Psychologist Service

Annual Leave

Life Assurance

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