At a Glance
- Tasks: Manage client accounts and ensure smooth onboarding processes in a dynamic financial environment.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Hybrid working model in a supportive and inclusive culture.
- Why this job: Be part of a team that values diversity and offers real career growth opportunities.
- Qualifications: 2-3 years in financial services, with skills in Word, Excel, and CRM systems.
The predicted salary is between 31500 - 38500 £ per year.
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250years, 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.
About the Role
Level:1 | Department: Operations | Location: London(Hybrid) | Contract: Permanent.
We expect the successful candidate to liaise with Investment Managers across the business and with their teams to ensure the smooth opening and amendment of client accounts across a wide range of product families, including General Investment Accounts, ISAs, Bare Trusts, SIPPs, Offshore Bonds, Trusts, Charities, Corporates and QROPS.
Responsibilities
- Check and sign off new accounts, obtaining missing information if required.
- Perform AML and due‑diligence checks on new accounts and accounts changing service.
- Create accurate and correctly structured client records on the CRM system.
- Liaise with Pension and Offshore Bond providers to open and amend accounts where applicable.
- Assist with transfers in and out of client portfolios and liaise with the relevant providers.
- Assist with the administration of deceased client accounts.
- Collaborate with Front Office Investment Management and Operations teams to ensure timely processes and issue resolution.
- Maintain relationships with Front Office Investment Management teams.
Qualifications
The ideal candidate will have 2‑3years’ experience in a similar role in financial services, preferably with a background in investment management and financial adviser industry.
The candidate should be confident with intermediate Word and Excel, familiar with a CRM system such as the WDX CRM or Figaro, and possess a working knowledge of investment account opening procedures.
Investment Operations Certificate and AML qualifications are preferable but not compulsory.
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.
Benefits
- Holiday:182hours (26days).
- Quilter Incentive Scheme – all employees are eligible.
- Non‑contributory company pension scheme with option to boost contribution.
- Private Medical Insurance – single cover as standard, with options to add partner or children.
- Life Assurance – 4× salary.
- Income Protection – 75% of salary (after 26 weeks of absence).
- Healthcare Cash Plan for Jersey employees.
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Client Onboarding and Maintenance Administrator employer: Quilter plc
Quilter plc is an excellent employer, offering a dynamic work environment in the vibrant cities of London or Southampton. With a strong focus on employee growth and development, we provide opportunities for professional advancement while fostering a collaborative and innovative culture. Our commitment to work-life balance and competitive benefits makes us an attractive choice for those seeking meaningful and rewarding employment in the fintech sector.
