Quilter Cheviot is seeking a proactive Client Relationship Assistant in the Advice team, with hybrid work in London or Birmingham. You will support Financial Planners, prepare high-quality meeting packs and recommendation reports, and handle new business submissions with Quilter Investment Platform, guiding cases to correct implementation.
You will maintain accurate client records on the X-Plan system, communicate with clients by telephone and email, and uphold the Treating Customers Fairly
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Wealth Management Client Relationship Specialist - Hybrid in Exeter 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.
