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For Companies At a Glance
- Tasks: Be the face of Quilter, assisting advisers with their financial queries and account setups.
- Company: Join Quilter, a top UK wealth manager with £111.6 billion in customer investments.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Why this job: Make a real impact while working in a dynamic, inclusive environment that values your ideas.
- Qualifications: Bring your admin experience and Microsoft Office skills to excel in this role.
- Other info: This is an 8-month fixed-term contract based in Southampton, perfect for gaining valuable experience.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
Fixed Term Contract Duration – 8 Months
About the Business
About the Role
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 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 You
Level: 2
Department: Adviser / Client Services
Location: Southampton – office based 40 hours per week
Contract Type: 9 month Fixed term contract
This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need.
The role may involve supporting a variety of different business areas, including the administering of new clients' pensions, investments, money-in, money-out, transfers and various other departments. Excellent attention to detail and communication is needed when preparing letters and other financial documents.
You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.
Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser.
About you:
- Drawing from your previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.
- Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines. Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.
- Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties.
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
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.
#LI-EW1
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.
Adviser Servicing Technician - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Servicing Technician - Quilter
✨Tip Number 1
Familiarise yourself with Quilter's products and services. Understanding their financial advice, investment platforms, and multi-asset solutions will help you engage confidently during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Showcase your administrative skills by preparing for potential scenario-based questions. Think about how you would handle adviser queries or complaints, as this role is all about providing excellent service and finding solutions.
✨Tip Number 3
Network with current or former employees of Quilter on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable when tailoring your approach during the interview process.
✨Tip Number 4
Prepare to discuss how you embody Quilter's values, such as integrity and curiosity. Think of examples from your past experiences that illustrate your proactive approach and ability to embrace challenges, as these traits are highly valued in this role.
We think you need these skills to ace Adviser Servicing Technician - Quilter
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and skills required for the Adviser Servicing Technician position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: Emphasise your previous administrative experience, particularly in financial services or customer support. Use specific examples to demonstrate your proficiency in Microsoft Office, especially Excel and PowerPoint, as well as your organisational skills.
Showcase Communication Skills: Since the role involves significant communication with advisers, ensure your application reflects your verbal and written communication abilities. Provide examples of how you've effectively handled queries or complaints in past roles.
Express Your Values: Quilter values integrity, curiosity, and teamwork. In your application, convey how you embody these values through your work ethic and approach to challenges. This will help demonstrate that you align with the company's culture.
How to prepare for a job interview at Quilter
✨Know the Company Inside Out
Before your interview, make sure to research Quilter thoroughly. Understand their services, values, and recent developments in the financial sector. This will not only show your interest but also help you tailor your answers to align with their goals.
✨Demonstrate Your Communication Skills
As an Adviser Servicing Technician, communication is key. Prepare to showcase your verbal and written communication skills during the interview. You might be asked to explain complex financial concepts simply, so practice articulating your thoughts clearly.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, be ready to discuss examples from your past experience where your attention to detail made a difference. Whether it’s preparing financial documents or managing client queries, specific examples will strengthen your case.
✨Showcase Your Problem-Solving Abilities
Quilter values proactive problem solvers. Think of instances where you faced challenges in previous roles and how you overcame them. Be prepared to discuss your thought process and the outcomes, as this will demonstrate your ability to handle similar situations in the future.
