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.

Apprentice Investment Administrator

Location: London

How does the apprenticeship work?

As part of this role, you will be required to pursue and study for a relevant industry qualification alongside performing your normal duties. This will involve dedicating 20% of your time to "off the job" study.

What is the purpose of the role?

This is an exciting opportunity to join an experienced administration team which supports 8 Investment Managers who currently manage assets for individuals, families, pensions, trusts, offshore structures and charities.
You will be encouraged to build relationships with clients, intermediaries, share your thoughts and ideas to help the team develop their procedures in light of changing regulations and internal procedures.

What are the main responsibilities?

• Distribute and respond, as appropriate, internal correspondence and e-mails
• Liaise with clients and/or advisers to on-board new accounts and ensure the documentation meets regulatory standards.
• Arrange the stock/cash transfer; close accounts when necessary. 
• Carry out full range of administrative duties as requested or by using own initiative.
• Liaise with Settlements in respect of all admin queries and amendments to client information
• Produce information for client meetings.
• Maintain up to date regulatory knowledge and communicate potential changes in legislation to Investment Managers. 
• Ensure all activities/actions undertaken meet and comply with compliance standards

What are we looking for?

• 5 GCSEs at grades 4-9, including Math's and English
• 2 A-levels at grades A-C or equivalent
• Knowledge of Microsoft Word, Outlook and Excel
• To be numerate and literate
• A flexible attitude to work in response to changing workloads and deadlines within the team
• An excellent telephone manner

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!