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For Companies At a Glance
- Tasks: Manage revenue data, ensure accurate fee reporting, and support the team with queries.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to your needs.
- Why this job: Be part of a dynamic team shaping the future of wealth management while developing your skills.
- Qualifications: Detail-oriented with strong communication skills; proficiency in Microsoft Excel and Word preferred.
- Other info: Hybrid working model with opportunities for personal and professional growth.
The predicted salary is between 30000 - 40000 £ per year.
Fixed Term Contract Duration - 11 Months
About The Business
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 £111.6 billion of client investments (as at March 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.
About The Role
- Level: 2
- Department: Operations
- Location: London (Hybrid)
- Contract: 12 month FTC
The successful candidate will be responsible for:
- Accurately updating and checking static data relating to quarterly fee and charging reporting.
- Charging manual fees and inputting journal entries.
- Checking of fees and charges pages on inception for new accounts and mid‐period adjustments for existing accounts.
- Ad-hoc and initial management fees and adviser charges.
- IFA company payments and ensuring they are paid in a timely and accurate fashion.
- Support to the Front Office/IFA business with query resolution.
- Ensuring changes to client IFA Company/IFA Individual relationships are reflected appropriately on our systems.
- Dealing with queries from Investment teams.
- General administrative duties and ad‐hoc tasks, keeping electronic department files updated.
- Additional project responsibilities as required.
- Supporting and covering team members where appropriate.
About You
The successful candidate will have an excellent eye for detail and be able to handle tasks with thoroughness and accuracy. They will be able to communicate clearly and listen effectively. They should be able to construct written communication concisely, using the appropriate grammar, style and language. They should assist the team in developing and maintaining appropriate internal business relationships, using the appropriate communication method. The candidate would preferably be confident with Microsoft Excel & Word on an intermediate level or higher.
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.
- 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.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
Revenue Management Analyst in London employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Revenue Management Analyst in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute. Practise common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm and professionalism, which are key traits they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Revenue Management Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Revenue Management Analyst role. Highlight relevant experience and skills that match the job description, especially your attention to detail and communication abilities.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this position. Use it to showcase your enthusiasm for the role and how your background aligns with our values at Quilter Cheviot.
Be Clear and Concise: When writing your application, keep your language clear and concise. We appreciate well-structured communication, so make sure to proofread for grammar and style before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently, plus you’ll find all the details you need about the role there!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Numbers
As a Revenue Management Analyst, you'll be dealing with fees and financial data. Brush up on your understanding of financial metrics and reporting processes. Be ready to discuss how you’ve handled similar tasks in the past, showcasing your attention to detail and accuracy.
✨Excel Skills Are Key
Since the role requires intermediate or higher skills in Microsoft Excel, make sure you’re comfortable with functions, pivot tables, and data analysis. You might even want to prepare a few examples of how you've used Excel to solve problems or streamline processes in previous roles.
✨Communicate Clearly
Effective communication is crucial for this position. Practice articulating your thoughts clearly and concisely. You may be asked to explain complex financial concepts, so being able to simplify your explanations will demonstrate your understanding and ability to connect with others.
✨Embrace the Company Values
Familiarise yourself with Quilter Cheviot's values: integrity, curiosity, challenge, and teamwork. Think of examples from your experience that align with these values. Showing that you resonate with their culture can set you apart from other candidates.