Full-Time Client Administrator - Investment Management

We’re seeking an ambitious individual to join our Investment Management team in Birmingham. You will be responsible for providing full administrative support to Investment Managers, as well as building relationships with clients to deliver a positive client experience.

Responsibilities:

• Work closely with Financial Planners and/or Investment Managers to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams.
• Preparation of meeting packs and valuations.
• Assist investment managers in the preparation of new business pitches and presentations.
• Maintain back-office systems and client records.

Skills and Experience:

• Proven experience working in the financial services industry
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong ethic of client service.
• Strong communication skills with an ability to build relationships
• Excellent organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.
• Knowledge of Investments, Pensions and Life Assurance preferred

This is a hybrid working role with a requirement to be in the office 3 days per week.

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