Fixed Term Contract Duration - 14 Months

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

In this critical position, you serve as the company’s welcoming face, playing a crucial role in ensuring customer satisfaction. Your responsibilities span from efficiently administering policies to addressing queries and resolving complaints. Furthermore, you’ll guide advisers in setting up their accounts and provide solutions for the financial products they require.

Your influence extends across various business domains, encompassing the administration of adviser’s and other pertinent areas. Meticulous attention to detail and effective communication are imperative, especially when crafting letters and financial documents.

Timely processing of adviser requests in accordance with our Service Level Agreements is a core responsibility.

Your professionalism and efficiency shine as you engage with financial advisers, providers, and visitors via phone and email, ensuring a seamless experience.

A key aspect of this role involves understanding a client’s financial position through active listening, tailoring solutions to meet their specific needs. Remaining abreast of our products and services ensures you deliver the most appropriate outcomes for our diverse clientele.

About You

Drawing from your previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.

Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines. Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.

Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties.

Your friendly and adaptable nature, coupled with your ability to thrive under pressure, defines you as both an independent contributor and a collaborative team player. With a genuine passion for helping others and a customer-centric mindset, you contribute to a positive and dynamic work environment.

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.