At a Glance
- Tasks: Join our Operations team to manage client accounts and ensure accurate financial reporting.
- Company: Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Flexible working options available to help you balance work and life.
- Why this job: Be part of a dynamic team shaping the future of wealth management while making a real impact.
- Qualifications: Experience in operations is a plus; attention to detail and strong communication skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
Level: 2
Department: Operations
Location: London (Hybrid)
Contract: Permanent
The Valuations Admin team sits within the Operations function at QC and has responsibility for several functions including valuation and tax reporting, stock file and pricing, performance queries, probate service, Capital Gains Tax administration, internal transfers and regulatory disclosures reporting on behalf of the Quilter group.
Key responsibilities include, but are not limited to:
- Processing internal transfers between client accounts
- Maintaining portfolio costs/transaction histories for clients to ensure accurate Capital Gains Tax calculations can be provided
- External custody accounts – replicate records on Figaro
- Administration and production of Probate/Tax valuations
- Investigate and resolve queries raised by Investment Managers
- Update portfolios to reflect probate values for deceased clients
- Monitor and update securities pricing records
- Securities file maintenance/creation of dummy sedol codes
- Provide support within the team for any other functions as necessary to include holiday/absence cover
- Additional tasks as requested by line management
Previous experience in an operational role at a similar firm would be advantageous, particularly with any experience of Figaro systems.
Attention to detail – completes tasks thoroughly and accurately, able to recognise and resolve errors where necessary.
Communicate clearly and listen effectively when interacting with colleagues across the firm.
Effectively balance priorities to meet agreed deadlines for tasks assigned both individually and across the wider team.
Demonstrate flexibility to adapt to changing business needs.
Able to use initiative where appropriate, escalating any questions or issues to line management when necessary.
Act with integrity, due skill, care and diligence, ensuring good customer outcomes are achieved.
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.
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.
We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Operations Specialist employer: Quilter plc
Quilter Cheviot is an exceptional employer, offering a dynamic work culture that prioritises inclusivity and employee growth. With a strong commitment to integrity and innovation, employees benefit from a comprehensive range of perks including a generous holiday allowance, private medical insurance, and participation in the Quilter Incentive Scheme, all while working in a hybrid environment in London that fosters collaboration and personal development.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Quilter Cheviot on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching Quilter Cheviot's values and recent news. Show us that you're not just another candidate; you’re genuinely interested in how you can contribute to our mission of creating brighter financial futures.
✨Tip Number 3
Practice common interview questions, but also be ready for situational ones. Think about how you’ve handled challenges in previous roles, especially in operations. We love candidates who can demonstrate their problem-solving skills!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows us that you’re enthusiastic about the role and appreciate the opportunity to connect.
We think you need these skills to ace Operations Specialist
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Operations Specialist role. Highlight your relevant experience, especially if you've worked in a similar operational role or have used Figaro systems. We want to see how your skills align with what we do!
Show Off Your Attention to Detail:Since this role requires a keen eye for detail, give examples in your application that demonstrate your ability to complete tasks accurately. Mention any past experiences where you successfully identified and resolved errors – it’ll show us you’re the right fit!
Communicate Clearly:Effective communication is key in our team. Use your application to showcase your ability to convey information clearly. Whether it's through your writing style or by providing examples of how you've communicated with colleagues, we want to see your skills in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Quilter Cheviot and our values!
How to prepare for a job interview at Quilter plc
✨Know Your Stuff
Before the interview, make sure you understand Quilter Cheviot's operations and values. Familiarise yourself with their services, especially around valuation and tax reporting, as well as the Figaro systems mentioned in the job description. This will show your genuine interest and help you answer questions more confidently.
✨Showcase Your Attention to Detail
Since the role requires a keen eye for detail, prepare examples from your past experience where you successfully managed complex tasks or resolved errors. Be ready to discuss how you ensure accuracy in your work, particularly in areas like Capital Gains Tax calculations or portfolio maintenance.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain how you would handle queries from Investment Managers or collaborate with colleagues, so think of scenarios where you’ve successfully communicated in a team setting.
✨Embrace Flexibility
Quilter Cheviot values adaptability, so be prepared to discuss how you've handled changing priorities in previous roles. Share specific instances where you demonstrated flexibility and initiative, especially when faced with unexpected challenges or tight deadlines.
