At a Glance
- Tasks: Be the face of Quilter, assisting advisers with their financial queries and solutions.
- Company: Join Quilter, a leading wealth management business transforming financial futures.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Other info: Embrace a culture of inclusivity and collaboration, where your ideas matter.
- Why this job: Make a real impact in a dynamic role while developing your skills in finance.
- Qualifications: Previous admin experience and proficiency in Microsoft Office are essential.
The predicted salary is between 30000 - 40000 £ per year.
Fixed Term Contract Duration - 12 Months
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
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, including our colleagues. 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: Adviser and Client Servicing
- Location: Southampton
- Contract Type: 12 month FTC (roles starting mid June)
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
You will have 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.
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.
Customer Service Technician in Southampton employer: Dormont Manufacturing Co
Quilter plc is an exceptional employer, offering a dynamic work environment in Southampton where innovation and customer-centricity are at the forefront. Employees benefit from a generous holiday allowance, a non-contributory pension scheme, and a supportive culture that values diversity and encourages personal growth. With opportunities to engage in meaningful work and contribute to brighter financial futures, Quilter is the perfect place for those looking to make a difference while advancing their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Technician in Southampton
✨Join Financial Networking Events
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We think you need these skills to ace Customer Service Technician in Southampton
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Dormont Manufacturing Co will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Dormont Manufacturing Co. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Dormont Manufacturing Co confidence in your short-term commitment to the role.
How to prepare for a job interview at Dormont Manufacturing Co
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Dormont Manufacturing Co.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Dormont Manufacturing Co that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
