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- Tasks: Update and manage financial data, support queries, and assist with administrative duties.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to your needs.
- Other info: Embrace diversity and inclusivity in a supportive work environment with excellent career growth opportunities.
- Why this job: Be part of a dynamic team shaping the future of wealth management while developing your skills.
- Qualifications: Attention to detail, strong communication skills, and proficiency in Microsoft Excel & Word.
The predicted salary is between 30000 - 40000 £ per year.
Fixed Term Contract Duration: 14 Months
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 part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About The Role:
- Level: 2
- Department: Operations
- Location: London (Hybrid)
- Contract: 14 month FTC
Responsibilities:
- Accurately updating and checking static data relating to quarterly fee and charging reporting.
- Charging manual fees and inputting journal entries.
- Checking of fees and charges pages on inception for new accounts and mid period adjustments for existing accounts.
- Ad-hoc and initial management fees and adviser charges.
- IFA company payments and ensuring they are paid in a timely and accurate fashion.
- Support to the Front Office/IFA business with query resolution.
- Ensuring changes to client IFA Company/IFA Individual relationships are reflected appropriately on our systems.
- Dealing with queries from Investment teams.
- General administrative duties and ad-hoc tasks, keeping electronic department files updated.
- Additional project responsibilities as required.
- Supporting and covering team members where appropriate.
About You: The successful candidate will have an excellent eye for detail and be able to handle tasks with thoroughness and accuracy. They will be able to communicate clearly and listen effectively. They should be able to construct written communication concisely, using the appropriate grammar, style and language. They should assist the team in developing and maintaining appropriate internal business relationships, using the appropriate communication method. The candidate would preferably be confident with Microsoft Excel & Word on an intermediate level or higher.
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.
Revenue Management Analyst - Quilter employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Revenue Management Analyst - Quilter
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Quilter Cheviot on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching Quilter Cheviot's values and recent projects. Show us that you're not just interested in the role but also in how you can contribute to our mission and culture.
✨Tip Number 3
Practice your communication skills! Since the role involves dealing with queries and supporting the team, being clear and concise in your responses will set you apart during interviews.
✨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 Revenue Management Analyst - Quilter
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Revenue Management Analyst role. Highlight your attention to detail and any relevant experience that aligns with the responsibilities mentioned in the job description.
Show Off Your Communication Skills: Since clear communication is key, use your written application to demonstrate your ability to convey information concisely and effectively. This will show us that you can handle the written communication tasks required in the role.
Highlight Your Technical Skills: If you're confident with Microsoft Excel and Word, make sure to mention this in your application. We want to see how you can leverage these tools to support our operations and enhance efficiency.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Numbers
As a Revenue Management Analyst, you'll be dealing with fees and charges. Brush up on your financial terminology and be ready to discuss how you would handle fee structures or discrepancies. Show that you understand the importance of accuracy in financial reporting.
✨Excel Skills Are Key
Since the role requires intermediate Excel skills, make sure you can confidently talk about your experience with spreadsheets. Prepare to discuss any specific functions or formulas you've used in past roles, and maybe even bring examples of your work if possible.
✨Communication is Crucial
This position involves liaising with various teams and clients. Be prepared to demonstrate your communication skills during the interview. You might be asked to explain complex information clearly, so practice articulating your thoughts concisely and effectively.
✨Embrace the Company Values
Quilter Cheviot values integrity, curiosity, and teamwork. Familiarise yourself with these values and think of examples from your past experiences that align with them. Showing that you resonate with their culture can set you apart from other candidates.