Quilter is seeking an experienced financial services administrator in the Doncaster area. The role involves assisting with suitability reports using AI-assisted systems, processing new business, and preparing client review packs.
You will support paraplanning, ensure compliance, and maintain accurate client records while handling queries efficiently. The ideal candidate has experience in financial advice administration or paraplanning, a solid understanding of pensions and investments, and
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Financial Services Administrator (AI-Enabled) – Doncaster 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.
