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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: Attention to detail, strong communication skills, and proficiency in Microsoft Excel & Word.
- Other info: Embrace diversity and inclusivity in a supportive work environment with excellent career 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 employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Revenue Management Analyst
✨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 its values. Understand what makes Quilter Cheviot tick and be ready to discuss how your skills align with their mission. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Whether it’s answering questions or asking your own, being clear and concise is key. Remember, they want to see how well you can articulate your thoughts and ideas.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at Quilter Cheviot.
We think you need these skills to ace Revenue Management Analyst
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Revenue Management Analyst role. Highlight your attention to detail and any relevant experience with data management or financial reporting, as these are key aspects of the job.
Show Off Your Communication Skills: Since clear communication is crucial, use your written application to demonstrate your ability to convey information concisely and effectively. Keep your language professional but approachable, just like we do at StudySmarter!
Highlight Your Technical Skills: Don’t forget to mention your proficiency in Microsoft Excel and Word. If you have any specific examples of how you've used these tools in previous roles, include them to show us you're ready to hit the ground running.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Numbers
As a Revenue Management Analyst, you'll be dealing with figures all day. Brush up on your financial terminology and be ready to discuss how you’ve handled data in the past. Familiarise yourself with key metrics relevant to the role, as this will show your understanding of the industry.
✨Excel Skills Are Key
Since the job mentions a need for intermediate Excel skills, make sure you can confidently talk about your experience with spreadsheets. Prepare to discuss specific functions or formulas you've used in previous roles, and maybe even practice a few tasks beforehand to demonstrate your proficiency.
✨Communication is Crucial
This role requires clear communication, so think about examples where you've effectively resolved queries or communicated complex information. Be prepared to showcase your written communication skills, perhaps by discussing how you’ve crafted reports or emails in the past.
✨Embrace the Company Values
Quilter Cheviot values integrity, curiosity, and teamwork. Reflect on how your personal values align with theirs and prepare to share examples that demonstrate these qualities. Showing that you understand and embody their values can set you apart from other candidates.