At a Glance
- Tasks: Support financial planners and manage client relationships in a dynamic wealth management environment.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Inclusive culture focused on personal and professional development with great career growth opportunities.
- Why this job: Be part of a diverse team and make a real impact in the financial planning industry.
- Qualifications: Strong organisational skills, attention to detail, and excellent communication abilities required.
The predicted salary is between 29700 - 36300 £ per year.
About the Business
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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About the Role
- Level: 2
- Department: Quilter Cheviot - Advice
- Location: Chester or Leeds or Manchester (Hybrid)
- Contract Type: Permanent
- Regulated/Non-Regulated: Non-regulated
An exciting opportunity within the Client Relationship team of Quilter Cheviot, a fast-growing company and a strong market leader in the Wealth Management industry. This is an ideal opportunity for someone looking to develop within the Financial Planning & Wealth Management industry. We have a diverse team of Client Relationship team members with vast knowledge and experience. We work alongside the paraplanning team and support a team of Financial Planners. This role is dynamic with the ability to work with a variety of financial products with Quilter and third-party providers. The business as a whole and the Client Relationship team is very inclusive and one that instils strong teamwork. Quilter is also a company that is keen on personal and professional development.
Key Responsibilities:
- Preparing high quality meeting packs/recommendation reports and application forms as per advice recommendations in readiness for client meetings.
- Submission of new business with various providers, including Quilter Investment Platform and managing the progress of each case to ensure the advice is implemented correctly.
- Communicate with clients consistently via telephone and email, providing updates on ongoing cases and assisting with ad-hoc queries in a professional and timely manner.
- Maintain accurate client records which are updated accordingly on our inhouse system, X-Plan.
- Ensure you have a thorough understanding of the Quilter Cheviot ‘Treating Customers Fairly’ philosophy via various inhouse training.
Consumer Duty
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 acting as a gatekeeper to the business. You should be able to challenge, stand up for what’s right and have good attention to detail to able to get the right outcome for our clients.
About You
- You will need to be highly organised, proactive and use your initiative.
- Ability to manage and prioritise workloads independently and take ownership and responsibility of it.
- Collaborate with your colleagues to achieve best client outcomes.
- Ability to meet tight deadlines, multi-task and adapt to change quickly.
- Possess excellent written skills and high attention to detail.
- Positive and professional attitude with the ability to build strong internal and external relationships.
- Excellent customer service skills.
- Ideally have experience within the financial planning industry to support your understanding of the processes we follow and the products we recommend.
- Strong IT skills and proficiency in using Microsoft packages.
- Confident in delivering engaging training to individuals and groups using established training materials, adapting the delivery approach to suit different levels of knowledge and learning needs.
- Strong communication, coaching and problem-solving skills, with the ability to respond constructively to training issues and provide clear, practical guidance.
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.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
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.
Client Relationship - North in Ledston 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship - North in Ledston
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Quilter. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Quilter.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Quilter. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Relationship - North in Ledston
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Quilter and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Quilter how you can be a team player!
How to prepare for a job interview at Quilter
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Quilter.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Quilter's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
