Quilter Cheviot, a leading UK wealth manager, is seeking a Service Delivery Review Assistant to help produce high-quality review reports for Financial Planners and their clients. You will gather plan information from providers, update the Xplan CRM, and use various research tools to support timely reviews.
Full training will be provided; prior CRM/Xplan experience is advantageous. This permanent, full-time role offers opportunities to work closely with Financial Planners and regional teams while
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Service Delivery & Review Specialist 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.
