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For Companies At a Glance
- Tasks: Support the Business Assurance team with administrative tasks and workflow management.
- Company: Quilter plc is a top UK wealth manager, overseeing £111.6 billion in customer investments.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Join a dynamic team focused on innovation and making a positive impact in financial services.
- Qualifications: Strong organisational skills, good knowledge of Excel, and a willingness to learn are essential.
- Other info: Opportunities for study support towards Financial Services qualifications are available.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
About the Business
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 the Role
Level: 2
Department: Business Assurance
Location: Southampton / homeworking
Contract Type: Permeant
This role provides an opportunity to gain experience for someone new to Financial Services or part qualified in Financial Advice by supporting the Business Assurance team with the completion of important advice related tasks as well as support with administrative duties to support the wider BA function.
Mike Rawding, Process and Controls Assistant Manager
You will be responsible for effectively managing non-assessing administration processes and provide administrative support to the assessing teams.
This will include tasks such a compiling daily productivity and service level agreement performance reports.
You will carry out queue management for pre-approvals and support Business Assurance managers in workflow and reporting.
Support the assessor teams by delivering appropriate sampling and selection of cases into the workflow through risk-based methodology.
You will get involved with developing processes and seek systemisation opportunities to improve efficiency while ensuring advisers adhere to QFP processes by delivering implementation checks on a risk-based sampling approach and escalate any issues that are identified appropriately.
Support with ad-hoc Business Assurance and MI tasks if appropriate and when required.
A key focus of your role will involve focusing on operating efficiently, helping to identify waste and duplication processes
About You
The ideal candidate will have excellent organisation skills and have the ability to manage a variety of tasks and responsibilities.
You will have a confident approach be self-motivated and have great interpersonal skills with an excellent telephone manner.
To be successful in this role you will cope well under pressure and react quickly to changing priorities.
You will have good analytical and written communication skills and will be able to use own initiative while also being able to work well in a team.
You will also have a good working knowledge of excel, word and powerpoint as well as knowledge of management systems (ie Workbench, Officeweb, Gateway, Worksmart, Quilter Extranet, X-Plan, IO, 360).
Demonstrate a strong eye for detail while also displaying a willingness to solve problems and improve processes
You'll embrace change and initiate new and better ways of working to deliver positive customer outcomes
Some Financial Services qualifications would be desirable. Where an individual is part qualified there would be an expectation they would be prepared to study towards full Diploma Level 4 status. This would be supported both financially and with time allocated towards study by Quilter.
#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.
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.
Process & Controls Assessor - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Process & Controls Assessor - Quilter
✨Tip Number 1
Familiarise yourself with Quilter's values and mission. Understanding their commitment to integrity, curiosity, and collaboration will help you align your responses during interviews and demonstrate that you're a good cultural fit.
✨Tip Number 2
Network with current or former employees of Quilter on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and the specific expectations for the Process & Controls Assessor role.
✨Tip Number 3
Brush up on your knowledge of financial services and relevant management systems mentioned in the job description. Being able to discuss these tools confidently will show your preparedness and enthusiasm for the role.
✨Tip Number 4
Prepare examples from your past experiences that showcase your organisational skills and ability to manage multiple tasks. Highlighting these skills during interviews will demonstrate your capability to thrive in a fast-paced environment like Quilter.
We think you need these skills to ace Process & Controls Assessor - Quilter
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Process & Controls Assessor position. Tailor your application to highlight how your skills and experiences align with what Quilter is looking for.
Highlight Relevant Skills: Emphasise your organisational skills, analytical abilities, and proficiency in tools like Excel, Word, and PowerPoint. Mention any experience you have in financial services or relevant qualifications, as these will strengthen your application.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your motivation for applying to Quilter. Discuss how your values align with theirs, particularly around integrity, curiosity, and teamwork, and provide examples of how you've demonstrated these in your previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the role you're applying for.
How to prepare for a job interview at Quilter
✨Understand the Company Values
Before your interview, take some time to familiarise yourself with Quilter's core values. They emphasise integrity, curiosity, and collaboration. Be prepared to discuss how your personal values align with theirs and provide examples from your past experiences.
✨Showcase Your Analytical Skills
As a Process & Controls Assessor, strong analytical skills are crucial. During the interview, highlight any relevant experience you have in analysing data or processes. Be ready to discuss specific tools or methodologies you've used, especially if they relate to financial services.
✨Demonstrate Adaptability
Quilter is looking for someone who can cope well under pressure and adapt to changing priorities. Prepare examples of situations where you've successfully managed multiple tasks or adapted to unexpected changes in your work environment.
✨Prepare Questions About Process Improvement
Since the role involves identifying waste and improving processes, come prepared with thoughtful questions about Quilter's current processes. This shows your proactive approach and genuine interest in contributing to their efficiency and customer-centric goals.
