About the Business
Quilter Cheviot
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
An exciting opportunity for an individual has arisen within the National Service Delivery Operations Administration Team supporting Clients and Financial Planners across the country in processing various administrative and operational support tasks.
As a Service Delivery Operations Administration Team member, you will play a critical role in updating our back-office Client Relationship Management system: Xplan. Your role will involve processing changes to client service levels, in particular clients wishing to cease ongoing service or disengage completely, as well as updating client details and a variety of other administrative tasks. You will use a variety of other online tools and platforms using a variety of other tools and platforms to perform your day-to-day activities.
Our Financial Planner provide holistic financial planning to all our clients, so an understanding of the different types of investments, pensions and protection plans is desirable but not essential. We will provide full training and development, so you will build an understanding of these areas. You will work closely with all our Financial Planners and the regional teams supporting them.
Once you have been trained fully on these areas you will have the opportunity to support and learn more about the advice process with supporting the wider Service Delivery team. The team have a vast experience and knowledge and are extremely approachable to support you in learning our processes and procedures.
You will be required to ensure all work is completed within the required timescales to meet both internal Service Levels (SLA's) and Financial Conduct Authority (FCA) guidelines and procedures. You will also be expected to develop knowledge around Quilter's risk landscape, how that impacts your team and the work that you perform. Additionally, you'll be required to have a thorough understanding of Quilter Financial Planning (QFP) Treating Customer Fairly (TCF) philosophy and ensure your knowledge is up to date through the training we provide.
About You
- To succeed in this post, you will have extensive organisational skills, whilst also being able to pay attention to de-tail, especially when completing written work.
- You naturally have a curious mind and are proactive in problem solving and know how to be resourceful.
- Multi-tasking comes as second nature to you and enables you to meet tight deadlines, whilst still having a positive attitude to build strong relationships with both internal and external stakeholders.
- Lastly, working well in a team is important, specifically within the Service Delivery team as they are very close-knit and often collaborate to produce results. Working individually and managing your own workload will also be re-quired as part of the role.
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.