Investment Administrator

Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers and Executives.

The most common queries and tasks you would be dealing with are:

• Supporting the onboarding of new clients.
• Producing documentation for Investment Managers to provide to their clients such as Review Packs and Investment Proposals.
• Providing clients and/or their agents with information and reports about their portfolios.
• Administering requests from solicitors for Confirmation valuations and documentation required for subsequent share sales.
• Processing the movement of funds between accounts.

This is a client-facing role with client queries coming in via phone post and email so you will need to be a confident communicator who can handle these queries clearly and sensitively.

We work in a regulated industry so you will need a high attention to detail to ensure that our records are kept up to date and avoid any possible regulatory breaches.

Whilst no previous industry experience is required you would benefit from a good awareness and knowledge of our industry and the regulatory environment we work in.

This role provides essential support to the office including daily tasks such as handling post and incoming client queries. This role would suit someone who enjoys working within a small office team where everyone mucks in to give clients the best experience possible.

Further specific details about the role can be found in the job description attached to this advert.

What were looking for

• Excellent communication skills.
• Confident ability to learn new systems and processes.
• High level of attention to detail.
• Consistent and accurate administrative skills.
• Excellent time management skills.
• Awareness of financial services and FCA regulations.

We would particularly welcome applications from candidates who hold or are actively completing the CISI Level 4 Investment Advice Diploma or equivalent.

What does the future look like

Once you are settled into the role you will be able to take on more responsibility within the team including taking on more complex queries and learning more about how the rest of the team functions.

Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications if that is something they wish to do.

At Redmayne Bentley our goal is to provide excellent personal investment services that enhance clients wealth.

It is an exciting time to be part of our firm having recently launched our new five-year business plan to improve grow and accelerate. We will achieve this through seeking operational and productivity improvements growing the investment management and financial planning services leveraging and protecting existing income lines and considering new acquisition opportunities.

As one of the UKs largest independent investment management and stockbroking firms we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn grow and develop across the financial sector.

Our friendly inclusive and collaborative environment rewards hard work with generous perks and benefits and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.

Our future looks more exciting than ever come and share it with us.