Quilter Cheviot in the United Kingdom is seeking a Service Delivery Review Team member to produce high quality review reports that support our Financial Planners and clients. You will gather plan information from providers, update Xplan, and produce detailed review reports using a range of research tools.
Training will be provided, and you will work closely with Financial Planners and regional support teams.
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Wealth Planning Review Analyst in Birmingham employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work environment that fosters professional growth and collaboration. With a strong commitment to inclusivity and employee well-being, we provide comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance. Our hybrid working model across key UK locations allows for flexibility while being part of a team dedicated to delivering outstanding client outcomes and shaping the future of wealth management.
