At a Glance
- Tasks: Be the face of Quilter, assisting advisers with their queries and financial products.
- Company: Join Quilter, a leading wealth management business focused on brighter financial futures.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Other info: Embrace a culture of inclusivity and collaboration, where your ideas matter.
- 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 - 12 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: 12 month FTC (roles starting mid / end June)
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, you bring a strong foundation to this role. 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.
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 Service Administrator - 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 extensive training opportunities and a supportive culture that values diversity and inclusivity. Enjoy competitive benefits, including a generous holiday allowance and a non-contributory pension scheme, all while contributing to a company dedicated to enabling brighter financial futures for its clients.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Administrator - Quilter in Southampton
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Quilter and its services. Understand their values and how they align with your own. This will help you stand out as someone who genuinely cares about the company and its mission.
✨Tip Number 3
Practice your communication skills! Since this role is all about interacting with advisers and clients, being clear and confident in your verbal and written communication will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Quilter team and ready to embrace the challenge!
We think you need these skills to ace Customer Service Administrator - Quilter in Southampton
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Service Administrator role. Highlight your administrative experience and any relevant skills, especially in communication and organisation, to show us you're the perfect fit!
Showcase Your Attention to Detail:Since this role involves preparing financial documents, it's crucial to demonstrate your attention to detail. Use specific examples from your past experiences where you’ve successfully managed tasks that required precision and accuracy.
Be Proactive in Your Approach:We love candidates who take initiative! In your application, mention times when you've gone above and beyond in your previous roles. This will show us that you embody the proactive spirit we value at Quilter.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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. Familiarise yourself with their financial advice offerings and investment platforms. This will not only show your interest but also help you answer questions more confidently.
✨Showcase Your Communication Skills
As a Customer Service Administrator, communication is key. Practice articulating your thoughts clearly and concisely. You might even want to prepare examples of how you've effectively handled customer queries or complaints in the past.
✨Demonstrate Attention to Detail
Since the role requires preparing financial documents, be ready to discuss how you ensure accuracy in your work. Bring up specific instances where your attention to detail made a difference, whether it was catching an error or streamlining a process.
✨Embrace the Company Values
Quilter values integrity, curiosity, and teamwork. Think about how you can embody these values in your responses. Share experiences that highlight your proactive approach, willingness to learn, and ability to work collaboratively with others.
