At a Glance
- Tasks: Support client departures, manage workflows, and ensure accurate account closures.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Hybrid working model after training, with opportunities for continuous improvement and career growth.
- Why this job: Make a real impact in a dynamic team while developing your skills in financial services.
- Qualifications: 2-3 years in Financial Services Operations, strong organisational and problem-solving skills 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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
About the Role
The Client Leaving Administrator sits within the Custody & Nominees team and is responsible for supporting the efficient and controlled departure of clients from the firm. Working closely with Investment Managers, Front Office teams and operational departments, the role ensures client assets and cash are returned accurately, payments are processed in accordance with procedures, and account closures are completed in line with regulatory and internal requirements.
The successful candidate will play an important role in delivering positive client outcomes by monitoring client leaver workflows, investigating and resolving issues, maintaining strong operational controls and supporting continuous improvement initiatives. The role offers exposure to a broad range of internal stakeholders and provides opportunities to develop knowledge across wider Custody & Nominees activities through cross-training and collaboration.
During the initial training period, the successful candidate will be expected to attend the office five days per week to support knowledge transfer, stakeholder engagement and hands-on learning. Following completion of training, the role will operate under the firm's hybrid working arrangements, with a minimum of three days per week in the office.
The role holder will be expected to use approved digital, automation and AI-enabled tools responsibly to improve efficiency, support service delivery and enhance the client and colleague experience. All use of such tools must be undertaken with appropriate human oversight to ensure accuracy, compliance and adherence to the firm's data protection, regulatory, risk management and information security requirements.
Key Responsibilities:
- Monitoring and managing client leaver and account closure workflows.
- Reviewing and authorising outgoing client payments in accordance with procedures and authority levels.
- Liaising with Investment Managers, Front Office teams and Operations departments to facilitate timely client departures.
- Investigating and resolving issues that may delay the release of client assets or cash.
- Ensuring all client records are updated accurately following account closure.
- Maintaining strong controls and ensuring all activity is completed in line with regulatory and internal requirements.
- Escalating risks, exceptions and aged items as appropriate.
- Supporting management information production and workflow monitoring.
- Identifying opportunities for process improvement, automation and standardisation.
- Using approved digital, automation and AI-enabled tools to improve efficiency and consistency of processes while maintaining appropriate controls and oversight.
- Assisting with the development and enhancement of procedures, templates and controls.
- Cross-training with the wider Custody & Nominees team.
About You:
- 2-3 years experience within a Financial Services Operations role.
- Strong organisational skills and attention to detail.
- Passion for continuous improvement and identifying more efficient ways of working.
- Strong problem-solving and investigative skills.
- Ability to build effective relationships with stakeholders across the business.
- Excellent verbal and written communication skills.
- Proactive and collaborative approach.
- Ability to work accurately in a controlled environment.
- Comfortable using digital, automation and AI-enabled tools to improve productivity while maintaining accuracy, regulatory compliance and information security.
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.
Summary Location: London Type: Full time
Client Leaving Administrator in London 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 Leaving Administrator in London
✨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!
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✨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 Leaving Administrator in London
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!
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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.
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✨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!
