About the Business

Quilter Cheviot has a heritage that dates back to 1771. As one of the UK’s largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges.

Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £114.9 billion of investments on behalf of over 900,000 customers (as at March 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.
•/tWe are looking to recruit a hardworking, diligent individual with an active interest in the industry and a desire to provide our clients with a high level of personal service into a well-established team. This role will be to augment existing investment administration support to the investment managers and supporting clients and advisors.
•/tThis is a key administrative position and the successful applicant with play an integral role in supporting a busy team in the management and development of their growing client base.
•/tThis work will cover all aspects of administration of client journey with us. Additionally there will be a share of limited broader general office administration responsibilities to assist the Head of Office.
•/tThe individual will report to the Team Head.
•/tWe will provide full training for the role, we work collaboratively to achieve the teams goal and you will progress as quickly as you learn the varied tasks

About the Role

Level: 2

Department: Investment Management

Location: Bristol

Contract type: Permanent

Regulated/non Regulated: non regulated *You will be responsible for responding to administrative client and financial adviser queries by phone, letter or email. You will need to be able to draft general correspondence using templates and ensure all worked is saved correctly on behalf of the team, in a compliant manner.
*You will be required to facilitate the smooth opening of new accounts.
*You will need to assist the investment managers with ongoing portfolio management by identifying debit positions and forthcoming standing orders; making client and third-party payments; monitoring of incoming and outgoing in-specie or cash transfers, whilst keeping both the clients, financial advisers and the team appraised of progress.
*You will be working very closely with our clients and their agents to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients.
*You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.
Consumer Duty

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don’t match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs. *Ideally you will have previous administration or secretarial experience from another financial services firm, or regulated organisation such as legal or insurance.
To be successful in this role you’ll be an independent worker and thinker.
*You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.
*A good level of communication skills is required.
*If you have a Financial Qualification such as QFA, experience within financial services is beneficial.
#LI-VS1 #QC

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.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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.