At a Glance
- 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 competitive salary, private medical insurance, and a generous holiday allowance.
- Other info: Hybrid working model with opportunities 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.
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.
Transitions Administrator - Quilter in London employer: Quilter
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance, all while fostering a culture that values diversity and encourages new ideas. Join us to be part of a respected firm with over 250 years of heritage, where your contributions will help shape the future of wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Transitions Administrator - Quilter in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Quilter. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by researching Quilter's values and recent news. Show us you’re not just another candidate but someone who genuinely cares about our mission.
✨Tip Number 3
Practice your answers to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to let us know what makes you tick!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining the Quilter family.
We think you need these skills to ace Transitions Administrator - Quilter in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transitions Administrator role. Highlight any relevant experience in financial services and operations, especially with SIPP and Offshore Bonds. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how you can contribute to our team. Be sure to mention your attention to detail and communication skills, as these are key for us.
Showcase Your Team Spirit:We're all about collaboration here at Quilter. In your application, share examples of how you've worked effectively in a team. This will show us that you’re not just a great individual contributor but also a team player who fits our culture.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company there!
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 attention to detail helped avoid mistakes and ensured smooth operations.
✨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 values those who embrace challenges. Be ready to discuss a time when you faced a difficult situation at work and how you tackled it. This will demonstrate your problem-solving abilities and your willingness to take initiative.
