Quilter Cheviot in London is seeking an enthusiastic individual to join the Investment Management team. The role supports two investment managers overseeing over £1bn in private client assets, reporting to the Team Head and colleagues, with full training provided.
You will perform general administration, prepare presentations and suitability letters, help monitor portfolios and client reporting, and build relationships with clients and their agents.
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Investment Admin & Client Reporting Assistant 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.
