At a Glance
- Tasks: Join our Operations team to manage client accounts and ensure accurate financial reporting.
- Company: Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Embrace diversity and grow in a supportive environment with excellent career opportunities.
- Why this job: Be part of a dynamic team shaping the future of wealth management with innovative ideas.
- Qualifications: Experience in operations and strong attention to detail are preferred.
The predicted salary is between 35000 - 45000 € per year.
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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. 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: Permanent
The Valuations Admin team sits within the Operations function at QC and has responsibility for several functions including valuation and tax reporting, stock file and pricing, performance queries, probate service, Capital Gains Tax administration, internal transfers and regulatory disclosures reporting on behalf of the Quilter group.
Key Responsibilities
- Processing internal transfers between client accounts
- Maintaining portfolio costs/transaction histories for clients to ensure accurate Capital Gains Tax calculations can be provided
- External custody accounts – replicate records on Figaro
- Administration and production of Probate/Tax valuations
- Investigate and resolve queries raised by Investment Managers
- Update portfolios to reflect probate values for deceased clients
- Monitor and update securities pricing records
- Securities file maintenance/creation of dummy sedol codes
- Provide support within the team for any other functions as necessary to include holiday/absence cover
- Additional tasks as requested by line management
About You
- Previous experience in an operational role at a similar firm would be advantageous, particularly with any experience of Figaro systems.
- Attention to detail – completes tasks thoroughly and accurately, able to recognise and resolve errors where necessary.
- Communicate clearly and listen effectively when interacting with colleagues across the firm
- Effectively balance priorities to meet agreed deadlines for tasks assigned both individually and across the wider team
- Demonstrate flexibility to adapt to changing business needs
- Able to use initiative where appropriate, escalating any questions or issues to line management when necessary.
- Act with integrity, due skill, care and diligence, ensuring good customer outcomes are achieved
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: 4× 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.
Operations Specialist employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work culture that values integrity, curiosity, and collaboration. With a strong commitment to employee growth and a comprehensive benefits package, including a generous holiday allowance and private medical insurance, our London-based Operations Specialist role provides a unique opportunity to contribute to a leading wealth management firm while enjoying a supportive and inclusive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist
✨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 Quilter Cheviot and understanding their values. Be ready to discuss how your skills align with their mission and how you can contribute to their success.
✨Tip Number 3
Practice common interview questions and answers with a friend or in front of a mirror. This will help you feel more confident and articulate during the real deal.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Quilter Cheviot.
We think you need these skills to ace Operations Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Specialist role. Highlight relevant experience, especially in operational roles and any familiarity with Figaro systems. We want to see how your skills align with what we do!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for wealth management and how you can contribute to our team. Be sure to mention why you’re excited about joining Quilter Cheviot specifically.
Showcase Attention to Detail:In this role, attention to detail is key. When submitting your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional.
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 info you need about the role and our company there!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Before the interview, make sure you understand Quilter Cheviot's operations and the specific role of an Operations Specialist. Familiarise yourself with key terms like Capital Gains Tax and the Figaro system, as this will show your genuine interest and preparedness.
✨Showcase Attention to Detail
Since the role requires a keen eye for detail, prepare examples from your past experience where you successfully managed complex tasks or resolved errors. This will demonstrate your ability to maintain accuracy in your work, which is crucial for the position.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. During the interview, focus on listening actively and responding thoughtfully to questions. This will reflect your communication skills and ability to collaborate effectively with colleagues.
✨Embrace Flexibility
Be ready to discuss how you've adapted to changing priorities in previous roles. Highlight instances where you’ve used your initiative to solve problems or support your team, as this aligns with Quilter Cheviot's values of embracing challenge and working stronger together.
