Quilter Cheviot is seeking a detail‑oriented Service Delivery team member (Level 2) to support Financial Planners by producing high quality review reports and updating the Xplan CRM. You will gather plan information from providers, research using a range of tools, and ensure timely delivery within FCA guidelines.
Working closely with Financial Planners and regional teams, you will develop knowledge of investments, pensions and protection products, build accurate documentation, and contribute to
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Service Delivery Reporting Specialist in Leeds 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.
