Investment Executive - Quilter in London

Fixed Term Contract Duration - 12 Months

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.

About the Role

Level: 3
Department: Investment Management
Location: London (4 days in the office)
Contract: 12 month FTC

We are hiring an Investment Executive to support an Investment Manager within our London office. This is a multi-faceted and trusted front-office support role, helping to deliver a high-quality service to private clients, financial advisers, professional partners and other third parties. The role would suit someone who is organised, professional, detail-focused and proactive in taking ownership of their work and client service responsibilities. You do not need to be an investment specialist, but you should already be comfortable working in a busy, high-performance client-focused environment, be adept at learning new systems quickly and be enthusiastic about deepening your understanding of how an investment management team operates. The role sits within Investment Management, focused on sophisticated administration, client servicing and operational support rather than investment decision making. This is a 12 month fixed-term contract to provide maternity cover. While the role is offered on a fixed-term basis, we anticipate that an experienced individual will quickly become a key contributor, and there may be scope for future opportunities within the team or wider business for a candidate who performs well, subject to business needs. The role is based in our London office and regular office presence will be important, particularly during the initial period, to ensure seamless integration into the team and effective knowledge transfer.

Core responsibilities

• Acting as a first point of contact by email and telephone for financial advisers, support staff, professional services firms and other third parties.
• Responding promptly and professionally to queries, using internal systems and liaising with the Investment Manager, support colleagues and relevant internal teams where needed.
• Speaking with high net-worth private clients from time to time to arrange meetings, respond to administrative queries or confirm data changes.
• Supporting the full lifecycle of client accounts, including new account opening, ongoing administration, client data updates and account closures, ensuring processes are completed accurately and in line with internal procedures.
• Preparing presentation packs for client meetings, including collating performance data and updating figures, charts and supporting information.
• Processing suitability reviews through the CRM system, ensuring Know Your Client (KYC) information is accurately recorded and assisting with follow-up suitability letters.
• Handling changes of service, withdrawals, standing order changes, address changes and other account amendments.
• Preparing account valuations, statements, investment proposal documentation and new account paperwork.
• Managing electronic completion of application forms using Adobe DocuSign.
• Supporting clients or advisers with access to the online portal.
• Saving communications and documents accurately to internal systems.
• Drafting and responding to client correspondence, including emails and letters.
• Providing occasional support to other Investment Managers or team members where required.

Skills & attributes

• A high level of accuracy, discretion and professionalism when handling client information and correspondence.
• A calm, professional and personable telephone manner.
• Good written communication skills, including the ability to draft clear emails and letters.
• Ability to prioritise effectively and manage several tasks at once.
• Comfortable working in a busy environment, including during peak periods such as quarter-end and tax year-end, while maintaining high standards under pressure.
• Good judgement, including knowing how to troubleshoot client or adviser issues independently and when to escalate matters.
• Able to manage recurring tasks proactively and follow matters through to completion.
• Good working knowledge of Microsoft Office, particularly Word, Excel and PowerPoint.
• Previous experience in wealth management, investment management, financial planning or another professional client administration environment is essential, as the role requires someone who can become effective quickly.
• Experience with systems such as Figaro, CRM or similar platforms would be helpful.
• Relevant industry qualifications (e.g. CISI Investment Operations Certificate, CISI Investment Advice Diploma or similar) are highly valued, as they demonstrate commitment to professional development.

About You

You should already have significant experience in a similar support role within wealth or investment management (or a comparable financial services environment). We are looking for a candidate who can seamlessly integrate into a front-office team and add value from day one. You will be organised, reliable and conscientious, with a proven ability to quickly learn new processes and take ownership of complex tasks. You will be confident and professional in your interactions with clients, advisers, colleagues and third parties, communicating effectively by phone and in writing. The role would suit someone who is quietly capable, takes pride in doing things properly and enjoys being an important part of a busy team. You do not need to be the loudest voice in the room, but you should be able to communicate clearly, ask insightful questions and operate with a high level of autonomy once familiar with our processes.

#LI-VS1 #QC

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.
• Healthcare Cash Plan: Jersey employees only.
• Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.