Quilter Cheviot, part of Quilter plc, is seeking a Client Relationship professional to support the Wealth Planning & Advice team in London or Birmingham. The role involves preparing meeting packs and recommendation reports, handling new business submissions, and maintaining client records with the X-Plan system in a dynamic, client-focused environment.
You will engage with financial planners, paraplanners and clients, delivering high-quality service, while upholding regulatory standards and our
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Wealth Management Client Relationship Associate employer: Quilter plc
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and a non-contributory pension scheme, ensures that our employees are well taken care of while they contribute to our mission of being the UK's best wealth manager.
