At a Glance
- Tasks: Administer adviser policies, process requests, and support various business areas with attention to detail.
- Company: Join Quilter plc, a leading wealth management firm focused on brighter financial futures.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored for you.
- Other info: Embrace diversity and collaboration in a dynamic workplace with excellent career growth opportunities.
- Why this job: Make a real impact in wealth management while developing your skills in a supportive environment.
- Qualifications: Previous admin experience and proficiency in Microsoft Office, especially Excel and PowerPoint.
The predicted salary is between 30000 - 40000 £ per year.
Responsibilities
- Administer adviser policies and process requests, including answers to queries, complaints, and account set‑ups.
- Support a variety of business areas such as new clients’ pensions, investments, money‑in, money‑out, transfers and other departments.
- Prepare letters and other financial documents with excellent attention to detail.
- Ensure all adviser requests are processed within the agreed Service Level Agreements, efficiently and professionally via phone and email.
- Maintain up‑to‑date knowledge of products and services to deliver the most appropriate outcomes for advisers.
Qualifications
- Previous administrative experience.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Strong organisational skills with the ability to prioritise workloads and meet deadlines.
- Adept in verbal and written communication, accurately recording and interpreting report data.
- A proactive approach with problem‑solving skills and a commitment to consistently delivering high‑quality work.
Core Values
- Do the right thing – act with integrity and go above and beyond in service to clients and communities.
- Always curious – continuously seek new ideas and knowledge to stay ahead of client needs.
- Embrace challenge – aim high to transform potential into meaningful outcomes with ambition and growth.
- Stronger together – collaborate openly, listen actively and support each other to achieve collective success.
Inclusion & Diversity
We value diversity and 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.
Company Overview
Quilter plc is a leading wealth management business, enabling brighter financial futures for every generation. It oversaw £141.2 billion in customer investments as of December 2025, with offerings spanning financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management across Affluent and High Net Worth segments.
Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees eligible to participate.
- Pension Scheme: Non‑contributory company pension, boostable through personal contributions.
- Healthcare Cash Plan: Available for Jersey employees.
- Benefit Allowance: Cash benefit allowance in lieu of some core benefits.
- Flexible benefits for UK employees available via salary deduction.
Wealth Advisory Operations Specialist in Southampton employer: Quilter plc
Quilter plc is an exceptional employer, offering a dynamic work environment where integrity and collaboration are at the forefront of our culture. As a Wealth Advisory Operations Specialist, you will benefit from comprehensive training and development opportunities, alongside a generous holiday allowance and a non-contributory pension scheme. Our commitment to diversity and inclusion ensures that every employee can thrive, making Quilter a rewarding place to build your career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Advisory Operations Specialist in Southampton
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management industry, especially those who work at Quilter. A friendly chat can open doors and give you insights that might just help you land that Wealth Advisory Operations Specialist role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and services. We want you to show off your expertise and how you can deliver top-notch service to advisers. Remember, confidence is key!
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of interaction via phone and email, make sure you can articulate your thoughts clearly. Maybe even do a mock interview with a friend to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Wealth Advisory Operations Specialist in Southampton
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your relevant experience in administration and customer service. We want to see how your skills align with the responsibilities of the Wealth Advisory Operations Specialist role.
Show Off Your Attention to Detail:Since you'll be preparing financial documents, it's crucial to demonstrate your attention to detail. Use clear formatting and check for any typos or errors in your application. We appreciate candidates who take pride in their work!
Highlight Your Communication Skills:Effective verbal and written communication is key in this role. Make sure to showcase examples of how you've successfully communicated with clients or colleagues in the past. We love seeing proactive problem-solvers!
Apply Through Our Website:We encourage you to submit your application through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Good luck!
How to prepare for a job interview at Quilter plc
✨Know Your Stuff
Make sure you brush up on the company's products and services. Understanding the wealth management landscape will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Organisational Skills
Prepare examples from your previous experience where you've successfully managed multiple tasks or projects. Highlight how you prioritised workloads and met deadlines, as this is crucial for the Wealth Advisory Operations Specialist role.
✨Communicate Clearly
Practice your verbal and written communication skills. Be ready to demonstrate how you can accurately record and interpret data, as well as handle queries and complaints professionally. Clear communication is key in this position!
✨Embrace the Company Values
Familiarise yourself with the core values of the company. During the interview, share how you align with their commitment to integrity, curiosity, and collaboration. This will show that you’re not just a fit for the role, but also for the company culture.
