Quilter Southampton, England, United Kingdom
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Quilter Southampton, England, United Kingdom
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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 offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management through its segments: Affluent and High Net Worth.
Our mission is to stay ahead by modernising and becoming more customer-centric. Join us if you want to bring new ideas, challenge the status quo, and make a difference.
About The Role
Level: 2
Department: Quilter Adviser Support – The Advice Hub
Location: Southampton, UK (hybrid or remote)
Contract: Permanent
Your responsibilities include preparing client reviews, processing new business, handling compliance and provider documentation, obtaining fund values, and analyzing client data. You will maintain the advisers' pipeline, support clients via email, and manage your workload effectively, ensuring clear communication with advisers.
About You
Ideal candidates will have some experience in financial services. Working towards a Level 4 Diploma is advantageous but not essential. You should have a keen eye for detail, strong communication skills (written and telephone), and proficiency in Microsoft Office. Proactivity and problem-solving skills are essential to thrive in this dynamic environment.
Our Values
* Do the right thing: Act with integrity and go above and beyond for clients.
* Always curious: Seek new ideas and knowledge to stay ahead.
* Embrace challenge: Aim high and transform potential into outcomes.
* Stronger together: Collaborate, listen, support, and share ideas.
Benefits
* 26 days holiday (182 hours)
* Incentive scheme participation
* Non-contributory pension, private medical insurance, life assurance, income protection, healthcare cash plan (Jersey employees)
* Flexible benefits options for UK employees
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