At a Glance
- Tasks: Support investment managers and gain hands-on experience in investment administration.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy competitive salary, generous holiday, and private medical insurance.
- Other info: Collaborative team environment with opportunities for personal and professional growth.
- Why this job: Kickstart your career in finance while earning a Level 4 qualification.
- Qualifications: No degree required; just a passion for financial services and strong communication skills.
The predicted salary is between 19350 - 23650 £ 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 2026). 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: 1
- Department: Investment Management
- Contract: Permanent - Apprenticeship
- Location: Liverpool
This opportunity is designed to provide you with experience as an investment administrator, but also give you an understanding of the Investment Management industry by completing an 18-month qualification. 20% of your weekly hours will be dedicated towards completing the qualification - level 4 Investment Operations Specialist Apprenticeship. Your remaining hours will be spent working alongside two existing Administrators and supporting a team of three Investment Managers to gain hands-on experience.
This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life, and closing accounts, while ensuring this is performed in a compliant manner. Attention to detail and delivering on deadlines are essential.
The individual will report to the Team’s Head whilst working closely with the investment managers and the rest of the team/office. We will provide full training for the role, we work collaboratively to achieve the teams’ goals, and you will progress in the career path when you are comfortable with the varied tasks.
You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone. As your role is central within the team, you will be assisting in general administration tasks. These duties are varied daily, but usually consist of answering the phones, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals and PowerPoint presentations. You will also be required to assist in the distribution of ongoing client reporting.
You will be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and ensure Investment Managers are well prepared for client meetings. You will be working very closely with our clients and their agents (IFAs, solicitors and accountants) to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients and have a keen eye for detail.
You are required to help with general team admin tasks like meeting minutes, CPD (continuous professional development) record keeping for regulated members of the team and booking events, meeting rooms and restaurants for clients’ meetings. This role will be an Information Giver role under MiFID II regulations.
Consumer Duty
To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within the role and responsibilities.
About You
We are looking for individuals who are eager to learn about investment management, regardless of their previous qualifications, and we are open to candidates with or without a degree. As part of this role we will support you in obtaining the level 4 Investment Operations Specialist qualification.
In addition, we also ask that:
- You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.
- You have excellent analytical skills, a keen attention to detail, and a curious mind.
- You have excellent written and verbal communication skills.
- You are a team player, with the ability to work effectively with colleagues across different departments.
- You have clear and concise communication skills to liaise effectively with various stakeholders and clients.
- You are proactive, with a can-do attitude and eager to take on new challenges.
- You have a strong work ethic and want to grow your career in investment management.
- You are proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook etc.).
We are unable to provide sponsorship for this role and can only consider candidates who have right to work in the UK.
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 the 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.
Investment Administrator - Apprenticeship in Liverpool 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 Investment Administrator - Apprenticeship in Liverpool
✨Get Involved with Campus Recruitment Events
Apprenticeships in banking and financial services often come through campus recruitment days. Keep an eye out for events hosted by your university or local banks, as these can be golden opportunities for us to meet recruiters face-to-face and make a great first impression.
✨Engage with Professional Bodies
Join organisations like the Institute of Chartered Accountants or the Chartered Institute of Banking. These memberships can provide valuable resources and networking opportunities, plus, they often have dedicated sections for apprenticeships and early-career roles that can point us in the right direction.
✨Follow the Right Companies on Social Media
Banks and financial services firms love to share their stories on social media! Follow companies like Quilter to keep up with their latest apprenticeship opportunities and insider news. Engaging with their posts could give us an edge when it comes to the application.
✨Utilise Your University’s Career Service
Your university's career service is a treasure trove of information for apprenticeships in banking. They often have connections to employers like Quilter, so don't hesitate to tap into their resources and advice!
We think you need these skills to ace Investment Administrator - Apprenticeship in Liverpool
Some tips for your application 🫡
Show Off Your Maths Skills:In the banking and financial services sector, being good with numbers is a must! Make sure to highlight any relevant maths qualifications or experience in your application, as well as any projects or coursework that demonstrate your analytical skills.
Emphasise Your Willingness to Learn:As this is an apprenticeship, companies like Quilter want to see your enthusiasm for the industry and your eagerness to learn. In your cover letter, chat about why you’re interested in banking and any specific areas you’re excited to explore. Show them that you’re ready to soak up knowledge like a sponge!
Highlight Relevant Experience (Even If It's Limited):Whether it's a part-time job, volunteer experience, or even a school project, mention any relevant experience related to banking or finance. This could include customer service roles or any projects where you handled budgeting. We’re all about showing how you can apply your skills, even if they’re from unconventional backgrounds.
Tailor Your CV for Impact:Make sure your CV isn’t just a list of duties. Tailor it to reflect skills that appeal to financial services, like attention to detail and communication skills. Don’t forget to keep it clear and concise, showing how you’re a perfect fit for the apprenticeship at Quilter!
How to prepare for a job interview at Quilter
✨Brush Up on Financial Principles
Since you're diving into the banking and financial sector with an apprenticeship, it’s crucial to familiarise yourself with key concepts like interest rates, investment strategies, and basic financial accounting. Make sure you can share your understanding of these principles during the interview, as they'll likely pop up in practical scenarios.
✨Be Ready for Scenario-Based Questions
In the world of banking, interviewers love to throw real-world scenarios at you. Prepare for questions that ask how you'd handle customer inquiries or solve financial challenges. Practising these types of situational responses can really showcase your problem-solving skills and customer service abilities, both of which are essential in this field.
✨Show Your Eagerness to Learn
As an apprenticeship candidate, what's going to set you apart is your motivation to learn and grow in the role. Be sure to express your excitement about entering the banking world and highlight any steps you've already taken to educate yourself, whether through courses, workshops, or relevant hobbies.
✨Prepare Your Questions About Company Culture
When interviewing with Quilter, don’t shy away from asking about their company culture and training programmes for apprentices. This shows that you're not only focused on the role but also interested in how you'll fit within the team, which is a major factor for your future success in the apprenticeship.
