Quilter Cheviot is seeking an Operations Assistant in London (Hybrid) to support the opening and amendment of client accounts across GIA, ISAs, SIPPs, and other structures. The role involves AML checks, due diligence, and maintaining CRM records, with collaboration across Front Office and Operations teams.
Strong Word/Excel skills and familiarity with WDX CRM or Figaro are preferred. We value initiative to improve processes and efficiency, and offer a permanent, full-time position with a
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Client Onboarding & AML Compliance Specialist 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.
