About the Business
Quilter plc is a leading wealth management business, overseeing £141.2 billion in customer investments (as of December 2025). It offers financial advice, investment platforms, multi‑asset solutions and discretionary fund management across Affluent and High Net Worth segments. The company operates across the UK, Ireland and the Channel Islands, serving private clients, charities, trustees and professional partners.
About the Role
Level 2 – Adviser and Client Servicing. Contract: 6‑month fixed term. Your role is the face of the company, administering adviser policies, answering queries, responding to complaints, setting up accounts and providing product solutions. You support various business areas, including new clients’ pensions, investments, money‑in/out, transfers and other departments. Timely, accurate processing of adviser requests in line with Service Level Agreements via phone and e‑mail is essential.
Responsibilities
* Administer adviser policies and maintain accurate records.
* Respond to adviser queries, complaints and requests promptly.
* Set up new adviser accounts and manage ongoing support.
* Provide information on products and solutions to meet adviser needs.
* Process and prepare letters and financial documentation with attention to detail.
* Ensure all requests are processed within agreed service level targets.
Qualifications
* Previous administrative experience with strong Microsoft Office skills, especially Excel and PowerPoint.
* Excellent organisational and prioritisation skills, meeting deadlines consistently.
* Strong verbal and written communication, with accurate record‑keeping.
* Problem‑solving and proactive approach to delivering high‑quality work.
Inclusion & Diversity
We are committed to equal opportunities for all applicants and value diversity across cultures, backgrounds, gender identity, ethnicity, sexual orientation and disability. All applicants are treated fairly and with respect. Reasonable adjustments are available.
Values
We do the right thing, act with integrity, and are committed to service excellence. We encourage curiosity, experimentation, ambition, and a culture of empowerment and ownership.
Core Benefits
* Holiday: 182 hours (26 days).
* Quilter Incentive Scheme – all employees eligible.
* Non‑contributory company pension, with boost through personal contributions.
* Cash plan for Jersey employees.
* Cash benefit allowance and flexible benefits via salary deduction.
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