Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage diaries for financial advisers and connect clients with the right advice.
- Company: Join Quilter, a leading wealth management business with a commitment to growth.
- Benefits: Enjoy competitive salary, flexible hours, and comprehensive health benefits.
- Why this job: Be part of a dynamic team making a real difference in people's financial futures.
- Qualifications: Experience in client handling and proficiency in Word and Excel required.
- Other info: Remote work with full training and support provided.
The predicted salary is between 30000 - 42000 £ per year.
Overview
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, including our colleagues. 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: 1
Department: Client Services
Location: Remote
Contract: Permanent
Work schedule: 1 late shift per week (11:30am until 19:30pm) (flexible on which day). The rest of the days in this week you will work normal hours (9-5). Plus 1 Saturday shift every 5 weeks, the day before this Saturday you will work half a day (9am-12pm) and the shift for the Saturday is 10am until 2pm.
In this role you will be part of a friendly team who actively manage the diaries for 100s of financial advisers throughout the UK. The role is a telephone based home working role where you will be dealing with clients from all demographics of the UK who are seeking financial advice. Using our CRM system you will be finding out about the client\’s needs, finding the right adviser for the client and booking an appointment in our CRM system. The job involves liaising with clients and financial advisers on a daily basis, it is a varied and interesting role that provides some flexibility. Full training and support will be given in the role.
About You
The ideal candidate will have a strong experience in dealing with clients, either face to face or on the telephone. You will be competent in software such as Word and Excel. You have extensive experience in call-handing as the role requires you to deal with a large volume of inbound and outbound calls. You take ownership in your role and can prioritise and multitask effectively.
Desirable: Financial services background.
#LI-remote #LI-FD1
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, we strive to deliver.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
At Quilter we never stand still. Our foundations are 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.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only
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.
#J-18808-Ljbffr
Client Services Executive employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Get to know the company inside out! Research Quilter and understand their values, services, and what makes them tick. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since this role is all about handling calls, make sure you're comfortable chatting with different types of clients. Role-play with a friend or family member to build your confidence and refine your approach.
✨Tip Number 3
Be ready to showcase your multitasking abilities! During interviews, share examples of how you've juggled multiple tasks in previous roles. This will demonstrate that you can handle the fast-paced environment of client services.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're proactive and keen to join the team. Don’t forget to follow up after applying to express your enthusiasm!
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Show Your Personality: When you're writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of humour or a personal touch can make your application stand out.
Tailor Your Application: Make sure to tailor your application to the Client Services Executive role. Highlight your experience with clients and any relevant skills that match what we're looking for. This shows us you’ve done your homework and are genuinely interested!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid fluff – we want to know exactly why you’re the right fit for us!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it makes the whole process smoother for both you and us!
How to prepare for a job interview at Quilter plc
✨Know Your Client Services
Familiarise yourself with the role of a Client Services Executive. Understand the importance of managing client relationships and how to effectively communicate with clients from various demographics. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Call Handling Skills
Since the role involves a high volume of inbound and outbound calls, be prepared to discuss your previous experience in call handling. Share specific examples of how you've successfully managed client interactions and resolved issues over the phone.
✨Demonstrate Your Multitasking Abilities
The job requires prioritising tasks and managing multiple responsibilities. Be ready to provide examples of how you've effectively multitasked in past roles, especially in fast-paced environments. This will show that you can handle the demands of the position.
✨Embrace the Company Values
Research Quilter's values and think about how they resonate with you. Be prepared to discuss how you embody these values in your work, particularly 'doing the right thing' and 'embracing challenge'. This will help you connect with the interviewers on a deeper level.
