We're one of the UK's leading investment management companies, with responsibility for over £44 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 (IW&I) 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.

Advice Support Administrator - 12 month FTC

Location: Leeds

What is the team like?             

Central Administration Unit for Financial/Wealth Planning responsible for the processing of all business generated by client facing teams.

What will your key responsibilities be?

• Processing of new business and client servicing documentation by liaising with both the client facing teams and product providers.
• Providing annual and ad hoc valuations for our clients including any regulatory requirements.
• Recording/matching all income received from product providers and clients for advice given. 
• Maintaining the quality and accuracy of all data on X Plan.

What skills and knowledge is ideally required?

• Good Attention to detail.
• Excellent telephone manner, listens actively and questions to clarify own understanding.
• Written communication grammatically correct, with good spelling and punctuation.
• Prioritises and makes effective use of time with good organisation skills. 

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

• Knowledge of Financial Planning Products and Processes
• Ability to use Microsoft Office
• Experience using Iress X Plan.

As part of our collaborative and agile culture, our working week is 3 days in the office and 2 days remote.

Investec Wealth and Investment offers a range of benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer:

Wellbeing

Virtual GP, Peppy Health App (Fertility, Menopause & Early parenthood), optional private medical & dental insurance.

Remuneration

10% contributory pension scheme & discretionary bonus.

Life & Income Protection

Life Assurance, Critical Illness & Income protection.

Travel

Season Ticket Loan & Electric Vehicle scheme.

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 “out of the ordinary” 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!