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.

Investment Administrator

Location: Liverpool

Advert close date: 04/03/25

What is the team like?

This is an exciting opportunity to join a well-establish team comprising of Investment Directors, an Associate Director and Investment Administrator. The team has a wide variety of clients comprising individuals, families, pension schemes, trusts, and offshore structures.

You will be encouraged to build relationships with clients and intermediaries, share your thoughts and ideas on new regulations and help the team develop their procedures reflecting changing regulations and internal procedures.

The successful candidate would be viewed as an integral part in facilitating the ambitious team to continue to grow.

What are the responsibilities of the role?

Main tasks:

•    General administration duties to support the investment team as a whole
•    Liaise with admin and settlement areas as necessary
•    Ensure compliance with regulatory and organisational requirements / procedures at all times
•    Preparation of forms for potential new clients and organise client on-boarding
•    Arranging the transfer of investments for new and existing client ensuring the transfer is completed as efficiently as possible

Role specific tasks:

•    Distribute and respond to 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.
•    Assist in drafting portfolio suitability reports for prospective clients 
•    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 skills and knowledge are we seeking?

•    Competent at working to deadlines and managing own time.
•    Flexible attitude to work in response to changing workloads and deadlines within the team.
•    Exceptional focus on attention to detail
•    Good numerical skills 
•    Highly IT literate with an ability to learn new systems.
•    Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
•    Working knowledge of Rathbones internal systems is desirable but not essential.
•    Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
•    Excellent telephone manner.
•    Relevant administrative experience in a financial services environment desirable.

Any other attributes that would be helpful?

•    Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
•    Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day to day business. 
•    Reliable and enthusiastic individual with a strong sense of integrity.  
•    Strong interpersonal skills.
•    A team player who is prepared to put in additional hours, if necessary, to meet deadlines.

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

Wellbeing subsidy, gym membership, 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!