At a Glance
- Tasks: Be the face of Quilter, assisting advisers with their financial queries and solutions.
- Company: Join Quilter, a leading wealth management business transforming financial futures.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Other info: Embrace diversity and inclusivity in a supportive workplace culture.
- Why this job: Make a real impact in a dynamic environment while developing your skills.
- Qualifications: Previous admin experience and proficiency in Microsoft Office are essential.
The predicted salary is between 30000 - 40000 € per year.
Fixed Term Contract Duration - 6 Months
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!
About the Role
Level: 2
Department: Adviser and Client Servicing
Location: Southampton
Contract Type: 6 month FTC
This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need. The role may involve supporting a variety of different business areas, including the administering of new clients' pensions, investments, money-in, money-out, transfers and various other departments. Excellent attention to detail and communication is needed when preparing letters and other financial documents. You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email. Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser.
About You
- You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint.
- Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines.
- Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.
- Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties.
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.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
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.
Customer Operations Technician - Quilter in Southampton employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in Southampton where innovation and collaboration thrive. With a strong commitment to employee growth, you will benefit from comprehensive training, a generous holiday allowance, and participation in the Quilter Incentive Scheme, all while being part of a diverse and inclusive culture that values integrity and ambition. Join us to make a meaningful impact in wealth management and help shape brighter financial futures for our clients and communities.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Operations Technician - Quilter in Southampton
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Quilter on LinkedIn. Ask them about their experiences and any tips they might have for landing the Customer Operations Technician role. Personal connections can give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Familiarise yourself with Quilter's services and values. Think about how your skills in administration and customer service can contribute to their mission of enabling brighter financial futures. Show them you're not just another candidate!
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on common questions related to customer service and problem-solving. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don't forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It shows you're genuinely interested and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Customer Operations Technician - Quilter in Southampton
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Operations Technician role. Highlight your administrative experience and any relevant skills, especially in Microsoft Office, to show us you're the perfect fit!
Show Off Your Communication Skills:Since this role involves a lot of interaction with advisers, it's crucial to demonstrate your verbal and written communication skills. Use clear and concise language in your application to reflect how you would communicate in the role.
Be Detail-Oriented:Attention to detail is key in this position. When submitting your application, double-check for any typos or errors. A polished application shows us that you take pride in your work and can handle important documents with care.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows us you're serious about joining our team at Quilter!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Before the interview, make sure you’re well-versed in Quilter's services and products. Brush up on financial terms and concepts relevant to the role of a Customer Operations Technician. This will not only help you answer questions confidently but also show your genuine interest in the company.
✨Showcase Your Communication Skills
Since this role involves a lot of interaction with advisers and clients, practice articulating your thoughts clearly. You might want to prepare examples of how you've effectively communicated in previous roles, especially when resolving issues or explaining complex information.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you’ve tackled challenges in your past jobs. Be ready to discuss how you approached these situations, what solutions you implemented, and the outcomes. This will highlight your proactive approach and ability to handle the demands of the role.
✨Embrace the Company Values
Familiarise yourself with Quilter’s values like integrity, curiosity, and teamwork. During the interview, try to weave these values into your responses. For instance, share how you’ve worked collaboratively in a team or how you’ve taken initiative to learn something new that benefited your workplace.
