Quilter Cheviot in Chester is seeking a detail-focused Service Delivery Review Assistant to support Financial Planners by producing high quality review reports and updating client data in Xplan. You will gather information from providers, use CRM systems and research tools, and help ensure accuracy and compliance under FCA guidelines.
Full training will be provided; you will work closely with Financial Planners, regional support teams and the wider Service Delivery team, contributing to service
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Financial Review Report Specialist 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.
