At a Glance
- Tasks: Manage SIPP and Offshore Bond transitions with a focus on efficiency and communication.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Embrace diversity and grow in a supportive, innovative environment.
- Why this job: Be part of a dynamic team shaping the future of wealth management.
- Qualifications: Experience in financial services operations and proficiency in Word and Excel preferred.
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. 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: 1
- Department: Operations
- Location: London (Hybrid)
- Contract: Permanent
We are looking to hire an enthusiastic and confident individual to join our team as a Transitions Administrator, dealing with SIPP and Offshore Bond transitions. The individual should be organised, have good time management, be a team player who has strong attention to detail and communication skills. The individual will challenge processes to ensure the most efficient approach is achieved. The successful candidate will process the coordination of OFB/SIPP transfers, ensuring the most efficient service is provided for transfers in/out of SIPP/OFB accounts.
Key Tasks
- SIPP/OFB mailbox monitoring
- Assisting with the transfer in and out, or liquidation, of portfolios and liaising with Pension and Offshore Bond providers where applicable
- Run and circulate relevant reports to ensure there is visibility of account closures
- Relationship management with Front Office Investment Management teams and Operations teams
About You
The candidate will ideally have experience in a similar operations role in Financial Services and experience of the Investment Management industry would be preferred, alongside the Financial Adviser industry. They would preferably be confident with Word and Excel on an intermediate level, familiar with the WDX CRM and Figaro system or have experience of working with a Client Relationship Management System on a regular basis. 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 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
- 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
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.
Transitions Administrator - Quilter employer: Jobs via eFinancialCareers
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance, all while fostering a culture of inclusivity and support. Join us to be part of a legacy that values integrity, curiosity, and teamwork, ensuring that every team member can contribute meaningfully to our clients' futures.
StudySmarter Expert Advice🤫
We think this is how you could land Transitions Administrator - 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 news. Show us that you're not just another candidate; you’re genuinely interested in how you can contribute to our mission and culture.
✨Tip Number 3
Practice common interview questions related to operations and transitions. We want to see your problem-solving skills in action, so think of examples from your past experiences that highlight your attention to detail and teamwork.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows us that you’re enthusiastic about the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit!
We think you need these skills to ace Transitions Administrator - Quilter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transitions Administrator role. Highlight any relevant experience in financial services and operations, especially if you've worked with SIPP or Offshore Bonds before. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about joining Quilter Cheviot and how you can contribute to our team. Be sure to mention your attention to detail and communication skills, as these are key for this role.
Showcase Your Team Spirit:We love team players! In your application, share examples of how you've collaborated with others in previous roles. Whether it's working with investment management teams or liaising with clients, let us know how you embrace teamwork.
Apply Through Our Website:Don't forget to apply through our website! It's the best way to ensure your application gets to us directly. Plus, it shows you're keen on joining our team at Quilter Cheviot. We can't wait to hear from you!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Before the interview, make sure you understand the basics of SIPP and Offshore Bond transitions. Brush up on relevant terminology and processes, as this will show your enthusiasm and readiness to dive into the role.
✨Show Off Your Organisational Skills
Since the role requires strong attention to detail and time management, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will demonstrate your ability to handle the responsibilities of a Transitions Administrator.
✨Be a Team Player
Quilter values collaboration, so be ready to discuss how you've worked effectively in teams before. Share specific instances where you’ve supported colleagues or contributed to group success, highlighting your communication skills.
✨Embrace Challenges
The company encourages challenging processes for efficiency. Think of a time when you identified an area for improvement in a previous role and how you approached it. This will align with their value of embracing challenges and show your proactive mindset.
