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For Companies At a Glance
- Tasks: Support client account setups and amendments while collaborating with investment teams.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for personal growth.
- Other info: Experience a vibrant workplace with excellent career advancement opportunities.
- Why this job: Be part of a dynamic team shaping the future of wealth management.
- Qualifications: Strong communication skills and a keen interest in finance are essential.
The predicted salary is between 30000 - 40000 £ 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. 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: Operations
- Location: London (Hybrid)
- Contract: Permanent
The successful candidate will liaise with Investment Managers across the business, as well as their teams to ensure the smooth opening of or amendments to client accounts, including General Investment Accounts, ISAs, Bare Trusts, SIPPs, Offshore Bonds, Trusts, Charities, Corporates and QROPS. The individual will be assigned to work with several Front Office teams from around the business. We encourage attendance at assigned team meetings and visiting any regional offices so that they get to know the teams they are working with.
Client Onboarding and Maintenance Administrator | London, UK employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding and Maintenance Administrator | London, UK
✨Tip Number 1
Network like a pro! Reach out to current employees at Quilter Cheviot on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding the company culture. Dive into their values and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of the team.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. Focus on common questions for client onboarding roles and think about how your skills align with what Quilter Cheviot is looking for.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Client Onboarding and Maintenance Administrator | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Onboarding and Maintenance Administrator role. Highlight relevant experience and skills that match the job description, especially your ability to liaise with teams and manage client accounts.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention specific aspects of Quilter Cheviot that excite you and how you can contribute to their personalised service.
Showcase Your Communication Skills: Since this role involves liaising with various teams, it's crucial to demonstrate your communication skills. Use clear and concise language in your application, and provide examples of how you've successfully communicated in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you understand the ins and outs of client onboarding and maintenance. Familiarise yourself with different account types like ISAs, SIPPs, and Offshore Bonds. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Show Your Team Spirit
Since this role involves liaising with various teams, be prepared to discuss how you work well in a team environment. Share examples of past experiences where collaboration led to successful outcomes. This will demonstrate that you can fit into their culture and contribute positively.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the role. Inquire about their approach to client relationships or how they handle challenges in onboarding. This shows that you’re engaged and thinking critically about how you can add value to their operations.
✨Dress the Part
Even if the interview is hybrid, make sure you dress professionally. First impressions matter, and looking polished will help convey your seriousness about the position. It’s all about showing that you respect the opportunity and the people you’ll be working with.