Third Party Relationship Support in London

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.

About the Role

• Level: 1
• Department: Relationship Management
• Location: London (Hybrid)
• Contract: Permanent

The successful candidate will have a working knowledge of the UK financial services market including the regulatory environment from within the Investment Management industry or from one of the Independent Financial Adviser firms. Holding the relevant Financial Services qualifications will be advantageous or willingness to study towards this and other qualifications considered appropriate for the role.

The ideal candidate will have experience in e-business, especially in applications to Financial Advisers, familiarity with WDX CRM and/or JHC Figaro would be an advantage; experience with working with a Client Relationship Management System will also be considered.

The usual responsibilities will require the candidates to assist the Intermediary Relationship Coordinator to ensure the onboarding process on the external advisers, which includes conducting initial due diligence and managing the terms of business, is handled smoothly and professionally. The candidates also service the existing relationships by taking ownership of day-to-day queries:

• Processing adviser changes, including novation, updating relevant systems and instructing our back office teams to execute those changes.
• Monitoring all relevant inboxes and ensuring enquiries are picked up and dealt with in a timely and efficient manner.
• Answering efficiently all enquiries in relation to the new Adviser Portal.
• Escalating any issues, delays or discrepancies to relevant teams to prevent customer detriment.
• Working closely with the Distribution, Marketing, Legal and Operational Teams to support the relationships and providing excellent service to our Financial Adviser Relationships.
• Identifying and suggesting process improvements to reduce errors, delays or inefficiencies.
• Assisting Intermediary Coordinator with periodic reviews of processes to ensure service levels remain appropriate.
• Overflow support, when required, to the Pensions and Offshore Bonds Team on an ad-hoc basis.

About You

Consumer Duty

Whilst this is not a directly customer-facing role, the duties you perform will contribute to positive outcomes for our customers by ensuring that all enquiries are processed in a timely and efficient manner:

1. Accuracy and quality of data processing
   • Maintaining accurate customer records on internal systems.
   • Ensuring the withdrawal requests are processed correctly.
   • Identifying and correcting data discrepancies promptly.
2. Timely processing of instructions
   • Meeting service level standards (SLAs).
   • Prioritising urgent or time sensitive enquiries.
   • Monitoring queues and workflow to avoid backlogs.
3. Supporting clear, accurate communication
   • Providing the front office teams and external providers with correct information.
   • Ensuring acknowledgement or holding responses are issued where needed.
   • Drafting or checking standard wording to avoid misunderstandings.
4. Identification and escalation of potential harm
   • Monitoring and flagging any potential errors.
   • Liaising with other teams to resolve potential problems early.

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.
• 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.