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- Tasks: Support strategic projects and improve processes in Client and Adviser Servicing.
- Company: Join Quilter, a top UK wealth manager with £111.6 billion in customer investments.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Why this job: Gain valuable project experience while making a real impact in a dynamic team.
- Qualifications: Previous financial services experience and strong communication skills are essential.
- Other info: This is a 6-month fixed-term contract based in Southampton.
The predicted salary is between 28800 - 43200 £ per year.
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Client and Adviser Servicing Technician
Apply locations Southampton time type Full time posted on Posted Yesterday time left to apply End Date: July 30, 2025 (11 days left to apply) job requisition id R4661 Fixed Term Contract Duration – 6 Months
About the Business
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: 2
Department: Adviser Servicing
Location: Southampton
Contract Type: 6 month FTC
The purpose of this role is to support several strategic projects currently underway within Quilter Financial Planning. The successful candidate(s) will be required to utilise their detailed knowledge and experience of our systems and procedures to support in defining new processes and implementing change.
The roles sit within a small project team, the successful candidate(s) should expect to work with Leadership, Business Analysts, Project Managers and fellow SMEs on a daily basis.
Successful candidates will gain experience of working in a project environment and will have an opportunity to use their specialised knowledge to improve the way we do things.
Key responsibilities:
Support the SAT Data Migration team with data cleanse of the QFP systems to address customer data quality issues.
Provide top quality service to Financial Advising firms in accordance with departmental procedures, service standards and industry regulations to support with data cleanse activities.
Liaison with relationship management teams within Product Providers to gather information to support with data cleanse activities.
Identify areas for improvement in the Client and Adviser Servicing processes, from point of identification, through to implementing changes.
Work closely with Client and Adviser Servicing teams to understand areas of concern and represent Operations in finding resolution to these.
Represent Client & Adviser Servicing at relevant Forums and take ownership for issues arising and actions.
Act as subject matter expert in the Client & Adviser Servicing area and alongside colleagues in the wider Operations Change team, represent the area in project initiatives.
About You
What a day to day looks like:
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Supporting with the identification of data cleansing priorities and establishment and embedding of the processes to tackle those priorities.
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Responsible for the accuracy and completeness of all data cleansing processes within the area.
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Ensuring all relevant reporting of progress is completed by deadline.
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Investigating and resolving errors, discrepancies, and queries, in accordance with FCA regulations and ensure escalation procedures are followed.
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Assisting with the quality checking and sign off team members work and provide appropriate feedback and coaching.
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Providing support to projects and initiatives related to the area including carrying out any necessary user acceptance system testing.
The skills we are looking for:
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Have a good understanding of the Quilter businesses and the businesses ran by our AR firms.
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Have a good understanding of the latest trends and issues within own area.
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Use all programmes within the Microsoft office suite, in particular excel.
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Have previous Financial Services experience.
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Have strong communication, numeracy and literacy skills.
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Have a desire to achieve the Lean accreditation.
Be available for occasional travel.
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.
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.
#LI-EW1
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.
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.
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Adviser Servicing Technician
locations Southampton time type Full time posted on Posted 7 Days Ago time left to apply End Date: July 28, 2025 (9 days left to apply)
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Client and Adviser Servicing Technician employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client and Adviser Servicing Technician
✨Tip Number 1
Familiarise yourself with Quilter's business model and the specific services they offer. Understanding their approach to financial advice and wealth management will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with current or former employees of Quilter, especially those in similar roles. They can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 3
Brush up on your data management skills, particularly in Excel, as this role involves data cleansing and reporting. Being able to showcase your proficiency in these areas will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you would handle challenges in client and adviser servicing. Think of examples from your past experience where you've successfully resolved issues or improved processes, as this aligns with the role's responsibilities.
We think you need these skills to ace Client and Adviser Servicing Technician
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Client and Adviser Servicing Technician position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services and project environments. Emphasise your understanding of data cleansing processes and any previous roles that align with the responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific projects or experiences that demonstrate your ability to support strategic initiatives and improve processes, as well as your commitment to customer service.
Highlight Relevant Skills: In your application, be sure to mention your proficiency in Microsoft Office, particularly Excel, and any experience you have with data management. Also, include examples of your strong communication skills and your ability to work collaboratively within a team.
How to prepare for a job interview at Quilter plc
✨Understand the Company and Role
Before your interview, make sure you have a solid understanding of Quilter plc and the specific responsibilities of the Client and Adviser Servicing Technician role. Familiarise yourself with their services, values, and recent projects to demonstrate your genuine interest.
✨Showcase Your Financial Services Experience
Highlight any previous experience in financial services during your interview. Be prepared to discuss how your background aligns with the requirements of the role, especially your knowledge of data cleansing and client servicing processes.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client issues. Think of examples from your past experiences where you successfully identified problems and implemented effective solutions.
✨Demonstrate Strong Communication Skills
As this role involves liaising with various teams and clients, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and concisely, and be ready to explain complex concepts in an understandable way.