Quilter Cheviot, a leading UK wealth manager, is seeking a proactive Client Relationship professional to join the Chester team on a hybrid basis (also Leeds or Manchester). You will support financial planners, prepare meeting packs and recommendation reports, and manage client records in X-Plan while delivering timely updates to clients.
The role emphasizes accuracy, strong communication, and the ability to prioritise workloads.
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Client Relationship Specialist — Wealth Management in Chester employer: Quilter plc
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and a non-contributory pension scheme, ensures that our employees are well taken care of while they contribute to our mission of being the UK's best wealth manager.
