Client Leaving Administrator

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 £119.4 billion of client investments (as at December 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.

The Client Leaving Administrator sits within the Custody & Nominees team and is responsible for supporting the efficient and controlled departure of clients from the firm. Working closely with Investment Managers, Front Office teams and operational departments, the role ensures client assets and cash are returned accurately, payments are processed in accordance with procedures, and account closures are completed in line with regulatory and internal requirements.

The successful candidate will play an important role in delivering positive client outcomes by monitoring client leaver workflows, investigating and resolving issues, maintaining strong operational controls and supporting continuous improvement initiatives. The role offers exposure to a broad range of internal stakeholders and provides opportunities to develop knowledge across wider Custody & Nominees activities through cross-training and collaboration.

During the initial training period, the successful candidate will be expected to attend the office five days per week to support knowledge transfer, stakeholder engagement and hands‑on learning. Following completion of training, the role will operate under the firm’s hybrid working arrangements, with a minimum of three days per week in the office.

The role holder will be expected to use approved digital, automation and AI‑enabled tools responsibly to improve efficiency, support service delivery and enhance the client and colleague experience. All use of such tools must be undertaken with appropriate human oversight to ensure accuracy, compliance and adherence to the firm’s data protection, regulatory, risk management and information security requirements.

Key Responsibilities:

• Monitoring and managing client leaver and account closure workflows.
• Reviewing and authorising outgoing client payments in accordance with procedures and authority levels.
• Liaising with Investment Managers, Front Office teams and Operations departments to facilitate timely client departures.
• Investigating and resolving issues that may delay the release of client assets or cash.
• Ensuring all client records are updated accurately following account closure.
• Maintaining strong controls and ensuring all activity is completed in line with regulatory and internal requirements.
• Escalating risks, exceptions and aged items as appropriate.
• Supporting management information production and workflow monitoring.
• Identifying opportunities for process improvement, automation and standardisation.
• Using approved digital, automation and AI‑enabled tools to improve efficiency and consistency of processes while maintaining appropriate controls and oversight.
• Assisting with the development and enhancement of procedures, templates and controls.
• Cross‑training with the wider Custody & Nominees team.

About You:

• 2-3 years experience within a Financial Services Operations role.
• Strong organisational skills and attention to detail.
• Passion for continuous improvement and identifying more efficient ways of working.
• Strong problem‑solving and investigative skills.
• Ability to build effective relationships with stakeholders across the business.
• Excellent verbal and written communication skills.
• Proactive and collaborative approach.
• Ability to work accurately in a controlled environment.
• Comfortable using digital, automation and AI‑enabled tools to improve productivity while maintaining accuracy, regulatory compliance and information security.

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.