At a Glance
- Tasks: Manage client accounts and ensure smooth onboarding processes in a dynamic financial environment.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Embrace diversity and grow in a supportive, inclusive workplace with excellent career opportunities.
- Why this job: Be part of a team that values innovation and challenges the status quo in finance.
- Qualifications: 2-3 years in financial services, with strong skills in Word, Excel, and CRM systems.
The predicted salary is between 30000 - 40000 £ per year.
About The Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are looking for people who want to play a part in shaping the future of our business. Bringing new ideas and challenging the status quo is now a great time to join us.
About The Role
- Level: 1
- Department: Operations
- Location: London (Hybrid)
- Contract: Permanent
The successful candidate will liaise with Investment Managers across the business and their teams to ensure the smooth opening of or amendments to client accounts, including General Investment Accounts, ISAs, Bare Trusts, SIPPs, Offshore Bonds, Trusts, Charities, Corporates and QROPS. The candidate will review account opening paperwork, create new accounts on the Company's client management system (CRM), perform client due diligence and money laundering checks, and assist with transfers in and out of client portfolios. The role requires engagement with Front Office teams and regional offices, and the ability to improve processes and efficiencies.
- Checking and signing off new accounts and obtaining missing information if applicable.
- Performing AML and due diligence checks on new accounts and accounts changing service.
- Creating accurate and correctly structured client records on the CRM system.
- Liaising with Pension and Offshore Bond Providers to gain permission to open accounts where applicable.
- Assisting with the transfer in and out of portfolios and liaising with Pension and Offshore Bond providers where applicable.
- Assisting with the administration of deceased client accounts.
- Liaison with Front Office Investment Management teams and Operations to ensure timely processes of work and issue resolution.
- Relationship management with Front Office Investment Management teams.
About You
The candidate will ideally have 2-3 years’ experience in a similar role in Financial Services. Experience of the Investment Management industry is preferred, alongside the Financial Adviser industry. Confidence with Word and Excel at an intermediate level, familiarity with the WDX CRM and Figaro system, or general experience of working with a client relationship management system on a regular basis is required. Investment Operations Certificate and AML qualifications are preferable but not compulsory.
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 communities we support.
- Always curious: We continuously seek new ideas and knowledge so we are one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognizing 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 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
- Additional flexible benefits for UK employees available via salary deduction.
Client Onboarding and Maintenance Administrator - Quilter employer: Jobs via eFinancialCareers
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With over 250 years of experience in wealth management, we provide our employees with extensive growth opportunities, a supportive culture that values diversity, and a comprehensive benefits package including a generous holiday allowance and private medical insurance. Join us to be part of a team that embraces challenges and celebrates unique contributions, all while shaping the future of financial services.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
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