At a Glance
- Tasks: Be the face of Quilter, helping advisers with policies and queries.
- Company: Join a leading financial services company committed to adviser satisfaction.
- Benefits: Enjoy 26 days holiday, an incentive scheme, and a non-contributory pension.
- Other info: Diverse and inclusive workplace with opportunities for personal growth.
- Why this job: Make a real difference in people's financial journeys while developing your skills.
- Qualifications: Previous admin experience and strong Microsoft Office skills required.
The predicted salary is between 30000 - 40000 £ per year.
Fixed Term Contract – 12 months (FTC), starting mid- or end-June. Location: Southampton.
Job Summary
This critical role serves as the face of the company, ensuring adviser satisfaction by administering policies, handling queries, addressing complaints, setting up accounts, and providing suitable financial products.
Responsibilities
- Administer adviser policies, respond to queries, handle complaints, and assist with account set‑ups.
- Support various business areas: pensions, investments, money‑in, money‑out, transfers, and other departments.
- Prepare letters and financial documents with excellent attention to detail.
- Process adviser requests within prescribed Service Level Agreements, efficiently and professionally via phone and email.
- Maintain up‑to‑date product and service knowledge to deliver appropriate solutions.
Qualifications
- Previous administrative experience with proficiency in Microsoft Office (Excel, PowerPoint).
- Organisational skills: prioritise workloads, meet deadlines.
- Strong verbal and written communication; accurately record and interpret data.
- Personal responsibility, proactive problem‑solving, and consistency in delivering high‑quality work.
Benefits
- Holiday: 182 hours (26 days).
- Quilter Incentive Scheme: all employees eligible.
- Pension Scheme: non‑contributory company pension with option to boost via personal contributions.
- Healthcare Cash Plan: Jersey employees only.
- Cash benefit allowance payable in lieu of some core benefits.
- Optional flexible benefits for UK employees via salary deduction.
Equal Employment Opportunity
We value diversity and promote inclusivity; equal opportunities for all without discrimination based on skills, qualifications, experience, or potential.
Customer Service Administrator - Quilter in Southampton employer: Jobs via eFinancialCareers
Quilter is an exceptional employer that prioritises adviser satisfaction and employee well-being, offering a supportive work culture in Southampton. With a focus on professional growth, employees benefit from a generous holiday allowance, a non-contributory pension scheme, and the Quilter Incentive Scheme, ensuring a rewarding and inclusive environment for all. Join us to be part of a team that values diversity and fosters personal responsibility while delivering high-quality service.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Administrator - Quilter in Southampton
✨Tip Number 1
Get to know the company! Research Quilter and understand their values, products, and services. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role involves handling queries and complaints, it’s crucial to demonstrate your ability to communicate clearly and effectively. Try mock interviews with friends or family to build confidence.
✨Tip Number 3
Show off your organisational skills! Be ready to discuss how you prioritise workloads and meet deadlines. Use examples from your past experiences to illustrate your ability to manage multiple tasks efficiently.
✨Tip Number 4
Apply through our website! We encourage you to submit your application directly on our platform. It’s a great way to ensure your application gets noticed and shows your enthusiasm for the role at Quilter.
We think you need these skills to ace Customer Service Administrator - Quilter in Southampton
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Service Administrator role. Highlight your previous administrative experience and any relevant skills that match the job description, like your proficiency in Microsoft Office and strong communication abilities.
Showcase Your Attention to Detail:Since this role involves preparing letters and financial documents, it’s crucial to demonstrate your attention to detail. Use specific examples from your past work where you’ve successfully managed similar tasks without errors.
Be Proactive in Problem-Solving:We love candidates who can think on their feet! In your application, share instances where you’ve tackled challenges head-on or improved processes. This will show us that you’re not just reactive but also proactive in your approach.
Apply Through Our Website:Don’t forget 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’s super easy to do!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Make sure you brush up on the specifics of the role. Understand what a Customer Service Administrator does at Quilter, especially around administering policies and handling queries. Familiarise yourself with their products and services so you can speak confidently about how you can contribute.
✨Showcase Your Communication Skills
Since this role involves a lot of interaction with advisers, practice your verbal and written communication. Prepare to demonstrate how you've effectively handled complaints or queries in the past. Use examples that highlight your ability to maintain professionalism under pressure.
✨Demonstrate Organisational Skills
Be ready to discuss how you prioritise workloads and meet deadlines. You might be asked about specific tools or methods you use to stay organised, so think of examples from your previous experience that showcase your ability to manage multiple tasks efficiently.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This shows your interest in the role and the company. You could ask about the team dynamics, the training process for new hires, or how success is measured in this position. It’s a great way to leave a lasting impression!
