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For Companies At a Glance
- Tasks: Process client payments and receipts accurately and efficiently.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Gain valuable experience in finance with a competitive salary and professional development.
- Why this job: Make a real impact on customer outcomes while working in a supportive team environment.
- Qualifications: Attention to detail, strong communication skills, and proficiency in Microsoft Office.
- Other info: Fixed-term contract with opportunities for growth in a dynamic financial setting.
The predicted salary is between 24000 - 36000 £ 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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
About the Role
- Level: Level 1
- Department: Operations
- Location: London
- Contract type: Fixed Term Contract
- Contract Duration: 3 months
The Cashiers Team are responsible for the prompt and efficient processing of all client money receipts and payments through client money bank accounts administered by the firm; and the accurate recording of payments and receipts in the firm’s books and records; in accordance with internal policies and procedures & in compliance with regulatory rules (FCA, CBoI and JFSC).
Responsibilities
- Making Client / Market payments using various Banking systems
- Posting incoming cash to Client’s accounts
- Analysing reconciliations and taking appropriate actions
- Paying in daily cheques
- Preparing Client payments
- Dealing with queries
Consumer Duty
This role will directly impact good customer outcomes by ensuring that the correct payments and receipts are applied to client accounts. Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by applying the correct payments and receipts to client accounts.
About You
The successful candidate will have an excellent eye for detail and be able to handle tasks with thoroughness and accuracy. They will be able to communicate clearly and listen effectively. They should be able to construct written communication concisely, using the appropriate grammar, style and language. They should assist the team in developing and maintaining appropriate internal business relationships, using the appropriate communication method. The candidate would preferably be confident with Microsoft Outlook, Excel & Word on an intermediate level or higher.
Cashiers Clerk employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Cashiers Clerk
✨Tip Number 1
Network like a pro! Reach out to friends, family, or even former colleagues who might have connections in the finance sector. A personal recommendation can go a long way in landing that Cashiers Clerk role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of client money processes and regulations. We want you to show off your attention to detail and understanding of compliance – it’s key for this role!
✨Tip Number 3
Practice your communication skills! Since this role involves dealing with queries and internal relationships, being able to convey information clearly is crucial. Try mock interviews with friends to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Cashiers Clerk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Cashiers Clerk role. Highlight any relevant experience you have with client money processing, attention to detail, and communication skills. We want to see how your background fits with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your skills align with our needs. Keep it concise and engaging – we love a good story that connects your experience to our mission.
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. Double-check everything before you hit send. We appreciate candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Quilter
✨Know Your Numbers
As a Cashiers Clerk, you'll be dealing with client money and payments, so brush up on your numerical skills. Familiarise yourself with basic banking processes and terminology. This will not only help you answer technical questions but also show that you're serious about the role.
✨Showcase Your Attention to Detail
This role requires a keen eye for detail, so prepare examples from your past experiences where you've demonstrated this skill. Whether it’s catching an error in a report or ensuring accuracy in data entry, having specific instances ready will impress your interviewers.
✨Communicate Clearly
Since the job involves handling queries and communicating effectively, practice articulating your thoughts clearly. You might want to do a mock interview with a friend or family member to refine your communication style and ensure you can convey information concisely.
✨Familiarise Yourself with Relevant Software
Being confident with Microsoft Outlook, Excel, and Word is crucial. Before the interview, take some time to brush up on these tools, especially Excel. Knowing how to navigate spreadsheets and perform basic functions will give you an edge and show your readiness for the role.
