Quilter Cheviot is seeking a Service Delivery & Development Review Team member at Level 2 in Birmingham to produce high quality review reports for Financial Planners and their clients. You will gather plan information from providers, update our back-office system (XPlan) and develop detailed reports using a range of tools and research resources.
Full training and development will be provided, with close collaboration to Financial Planners, regional support teams and the wider Service Delivery
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Service Delivery Review Specialist in Birmingham employer: Quilter
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, you will have the opportunity to engage with diverse teams and contribute to strategic initiatives within the asset management division. Our inclusive culture, comprehensive benefits package, and focus on integrity and curiosity make Quilter a rewarding place to build your career.