Client Data Administrator

Fixed Term Contract Duration - 17 Months

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: Level 4

Department: Quilter Cheviot International Limited

Location: Jersey

Contract type: Fixed Term Contract

Contract Duration: 18 months, with an option of 6-month extensions as required

An operational project has been established to undertake a full review of client records and  core system to ensure the information within the system is accurate and up to date.  

The individual will work independently on the project and where necessary will engage with the Investment Management and Client Administration teams in Jersey and the UK to complete the review process, including making sure client records are stored in a consistent manner.

We see this as an opportunity to conduct a detailed review and enhance the quality of client data held on core systems, including but not limited to Figaro, SharePoint and CRM.

Responsibilities:

• To ensure the data stored in core systems is accurate and up to date.

• Review client records and core systems, ensuring the systems accurately reflects the information held on file.

• To systematically realign client records held on SharePoint to break down bulk scanned document packs into individual parts and correctly save these into CRM/SharePoint.

The project will look to review the client base in three phases:

• Phase 1 – Trust and Company portfolios administered by corporate Trustees where more complex structures, changes in beneficiaries/protectors/trustees may not have been recorded correctly.

• Phase 2 - Private clients invested directly with Quilter Cheviot International Limited.

• Phase 3 - Private clients with an attached advisor either investing directly or through a tax wrapper such as an offshore bond or pension.

About You

The individual should demonstrate high levels of:

• Attention to detail: to ensure that the data held is accurate and up to date.

• Organisational skills: to systematically realign and correctly save records so they are easy to identify.

• Knowledge of JFSCs AML/ CFT/ CPF Handbook, including client due diligence requirements.

• Previous experience working with  trust and company structures.

The individual should also be:

• Self-motivating.

• Methodical in their approach to record handling.

• Able to manage their time efficiently and work to deadlines.

• Be able to work independently.

• Good communication and interpersonal skills.

#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.

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.