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- Tasks: Be the face of Quilter, assisting advisers and managing their queries.
- Company: Join Quilter, a leading wealth management business with a customer-centric approach.
- Benefits: Enjoy a competitive salary, flexible working, and opportunities for personal growth.
- Other info: Dynamic team environment with a focus on innovation and transformation.
- Why this job: Make a real difference in people's financial futures while developing your skills.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 25000 - 32000 £ per year.
Fixed Term Contract Duration - 9 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: Client and Adviser Services
Location: Southampton
Contract Type: 9 month FTC
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.
Customer Operations Administrator - Quilter in Southampton employer: eFinancialCareers
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Operations Administrator - Quilter in Southampton
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Quilter on LinkedIn. A friendly chat can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by researching Quilter's values and recent news. Show us that you're not just another candidate; you’re genuinely interested in how we’re transforming the wealth management space.
✨Tip Number 3
Practice your customer service skills! Since you'll be the face of Quilter, think about scenarios where you’ve gone above and beyond for customers. We love hearing about real-life examples!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Customer Operations Administrator - Quilter in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Customer Operations Administrator role. Highlight relevant experience and skills that align with Quilter's focus on customer satisfaction and financial services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for the role and how you can contribute to Quilter's mission of enabling brighter financial futures. Be genuine and let your personality come through.
Showcase Your Communication Skills: As you'll be the face of the company, it's crucial to demonstrate your communication skills in your application. Use clear and concise language, and make sure to proofread for any errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at eFinancialCareers
✨Know Your Stuff
Before the interview, make sure you understand Quilter's business model and the services they offer. Familiarise yourself with their wealth management approach and how they cater to both affluent and high net worth clients. This knowledge will show your genuine interest in the role and help you answer questions more confidently.
✨Showcase Your Customer Service Skills
As a Customer Operations Administrator, you'll be the face of the company. Prepare examples from your past experiences where you've successfully handled customer queries or complaints. Highlight your problem-solving skills and ability to maintain a positive attitude under pressure, as these are crucial for adviser satisfaction.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare some insightful questions about Quilter's transformation and customer-centric initiatives. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values and ambitions.
✨Be Yourself
Quilter is looking for someone who can bring new ideas and challenge the status quo. Don’t be afraid to let your personality shine through during the interview. Authenticity can set you apart from other candidates, so be honest about your ambitions and how you can contribute to their evolving business.