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For Companies At a Glance
- Tasks: Be the face of Quilter, assisting advisers with their queries and managing financial documents.
- Company: Join Quilter, a top UK wealth manager with £111.6 billion in customer investments.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Why this job: Make a real impact while working in a dynamic, inclusive environment that values your ideas.
- Qualifications: Bring your admin experience and Microsoft Office skills; we value diverse backgrounds!
- Other info: This is an 8-month fixed-term contract based in Southampton, perfect for gaining valuable experience.
The predicted salary is between 28800 - 43200 £ per year.
Fixed Term Contract Duration – 10 Months
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 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: 2
Department: Adviser Servicing
Location: Southampton
Contract Type: 12 month FTC
Regulated/Non-Regulated:
This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need.
The role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money‑in, money‑out, transfers and various other departments.
Excellent attention to detail and communication is needed when preparing letters and other financial documents.
You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.
Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser.
About You
You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.
Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines.
Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.
Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day‑to‑day duties.
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 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.
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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 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.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
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Adviser Servicing Technician employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Servicing Technician
✨Tip Number 1
Familiarise yourself with Quilter's services and products. Understanding their financial advice, investment platforms, and multi-asset solutions will help you engage confidently during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Showcase your administrative skills by preparing for potential scenario-based questions. Think of examples from your past experience where you've successfully managed multiple tasks or resolved client issues, as this will highlight your organisational abilities.
✨Tip Number 3
Network with current or former employees of Quilter on platforms like LinkedIn. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 4
Prepare to discuss how you embody Quilter's values, such as integrity and curiosity. Reflect on personal experiences that align with these values, as demonstrating a cultural fit can significantly enhance your chances of landing the job.
We think you need these skills to ace Adviser Servicing Technician
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience and proficiency in Microsoft Office, especially Excel and PowerPoint. Emphasise your organisational skills and ability to meet deadlines, as these are crucial for the Adviser Servicing Technician role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your previous experiences align with the responsibilities outlined in the job description, particularly your attention to detail and communication skills.
Showcase Problem-Solving Skills: Provide examples in your application of how you've successfully solved problems in past roles. This will demonstrate your proactive approach and ability to handle challenges, which is essential for this position.
Highlight Commitment to Diversity: Quilter values diversity and inclusivity. In your application, mention any experiences or perspectives that contribute to a diverse workplace. This shows that you align with their values and are ready to embrace their inclusive culture.
How to prepare for a job interview at Quilter
✨Research Quilter plc
Before your interview, take some time to understand Quilter's business model, values, and recent developments. Familiarise yourself with their services, especially in financial advice and wealth management, as this will show your genuine interest in the company.
✨Demonstrate Attention to Detail
Given the role's emphasis on accuracy and detail, prepare examples from your past experience where you successfully managed complex tasks or documents. Highlight how your attention to detail contributed to positive outcomes.
✨Showcase Communication Skills
As you'll be the face of the company, it's crucial to demonstrate strong verbal and written communication skills. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've effectively handled client queries or complaints in the past.
✨Emphasise Problem-Solving Abilities
Prepare to discuss specific instances where you've encountered challenges and how you resolved them. This will illustrate your proactive approach and ability to think critically, which are essential for the Adviser Servicing Technician role.