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- Tasks: Manage SIPP and Offshore Bond transitions with a focus on efficiency and communication.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Embrace a culture of diversity, curiosity, and collaboration for personal and professional growth.
- Why this job: Be part of a dynamic team shaping the future of wealth management.
- Qualifications: Experience in financial services operations and proficiency in Word and Excel preferred.
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: 1
- Department: Operations
- Location: London (Hybrid)
- Contract: Permanent
We are looking to hire an enthusiastic and confident individual to join our team as a Transitions Administrator, dealing with SIPP and Offshore Bond transitions. The individual should be organised, have good time management, be a team player who has strong attention to detail and communication skills. The individual will challenge processes to ensure the most efficient approach is achieved.
The successful candidate will process the coordination of OFB/SIPP transfers, ensuring the most efficient service is provided for transfers in/out of SIPP/OFB accounts. The Key tasks will involve, but are not limited to the following:
- SIPP/OFB mailbox monitoring.
- Assisting with the transfer in and out, or liquidation, of portfolios and liaising with Pension and Offshore Bond providers where applicable.
- Run and circulate relevant reports to ensure there is visibility of account closures.
- Relationship management with Front Office Investment Management teams and Operations teams.
About You
The candidate will ideally have experience in a similar operations role in Financial Services and experience of the Investment Management industry would be preferred, alongside the Financial Adviser industry. They would preferably be confident with Word and Excel on an intermediate level, familiar with the WDX CRM and Figaro system or have experience of working with a Client Relationship Management System on a regular basis. Investment Operations Certificate and AML qualifications are preferable but not compulsory.
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.
Transitions Administrator in London employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transitions Administrator in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Quilter Cheviot on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching common questions for operations roles in financial services. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Show off your skills! Bring examples of how you've improved processes or managed projects in previous roles. This will demonstrate your ability to challenge the status quo, which is key for the Transitions Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Transitions Administrator in London
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for the role shine through! We want to see that you're excited about the opportunity to join our team as a Transitions Administrator and contribute to our mission.
Tailor Your CV: Make sure your CV is tailored to highlight your relevant experience in operations and financial services. We love seeing how your skills align with what we're looking for, so don’t hold back on showcasing your strengths!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points where necessary to make your key achievements stand out!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of SIPP and Offshore Bond transitions. Familiarise yourself with the processes involved and any relevant regulations. This will show that you're not just interested in the role but also understand the industry.
✨Show Off Your Organisational Skills
As a Transitions Administrator, being organised is key. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Highlight how your time management skills helped you meet deadlines and maintain accuracy.
✨Communicate Clearly
Strong communication skills are essential for this role. During the interview, practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask about the team dynamics and how they communicate with other departments.
✨Embrace Challenges
Quilter Cheviot values individuals who can challenge processes for efficiency. Be ready to discuss a time when you identified an area for improvement in a previous role. Share how you approached the challenge and what the outcome was, demonstrating your proactive mindset.