About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £119.4 billion in customer investments (as at end December 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
Level: 2
Department: Quilter Adviser Support – The Advice Hub
Location: Southampton, United Kingdom (hybrid-working)
Contract type: Permanent
In this role, you'll be responsible for various essential tasks to ensure the smooth functioning of our financial services operations.
Your duties will include preparing client reviews, processing new business, and handling compliance and provider documentation for paraplanning. You'll also play a key role in obtaining fund values and information from providers, as well as collating and analysing client data.
One crucial aspect of your role will be to maintain the advisers' pipeline, ensuring it's consistently up to date and sufficiently recorded. You'll provide essential email support for advisers, becoming fully established with their clients and understanding their unique circumstances.
Additionally, you'll need to manage and organise your own workloads effectively while maintaining strong communication with advisers, keeping them fully informed at every stage of the process.
About You
To be successful in this role, you should ideally possess some prior knowledge or experience in the financial services industry. While working towards a Level 4 Diploma would be advantageous, it's not essential for this role. We're looking for someone with a keen eye for detail, coupled with strong written and telephone-based communication skills.
Being proactive and innovative in problem-solving is crucial, as you'll encounter various challenges in this dynamic environment. Proficiency in Microsoft Office applications, including Word, Excel, and Outlook, is necessary to carry out your responsibilities efficiently.
If you're someone who thrives in a fast-paced environment, enjoys working with data and communication tools, and is eager to contribute to the success of our team, we'd love to hear from you. Join us in making a positive impact on our clients' financial well-being and advancing your career in the financial services sector.
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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.
Top Skills
What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.
The businesses within our group aim to provide high quality products and services for the whole of your investment journey
