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- Tasks: Be the face of Quilter, assisting advisers with their financial queries and ensuring top-notch service.
- 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 your needs.
- Other info: Embrace diversity and inclusivity in a supportive workplace that values your unique contributions.
- Why this job: Make a real impact in a dynamic environment while developing your skills in customer service.
- 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 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 Technician in Southampton employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Technician 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 you can contribute to their mission. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role is all about customer service, being able to articulate your thoughts clearly and confidently is key. Try mock interviews with friends or family to get comfortable.
✨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 team at Quilter.
We think you need these skills to ace Customer Service Technician in Southampton
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Service Technician role. Highlight your relevant experience and skills, especially in administration and communication, to show us you're the perfect fit!
Showcase Your Attention to Detail: Since this role requires excellent attention to detail, include examples in your application that demonstrate how you've successfully managed tasks with precision. We want to see how you can keep things organised and error-free!
Be Proactive in Your Approach: We love candidates who take initiative! In your application, mention times when you've gone above and beyond to solve problems or improve processes. This will show us that you embody our values of embracing challenges and being curious.
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 us you’re keen to join 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 terminology and understand how their offerings can benefit advisers and clients. This knowledge will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Customer Service Technician, communication is key. Prepare to demonstrate your verbal and written skills during the interview. You might be asked to explain complex concepts simply or handle hypothetical adviser queries. Practise articulating your thoughts clearly and concisely.
✨Highlight Your Problem-Solving Abilities
Quilter values proactive problem solvers. Think of examples from your past experience where you successfully resolved issues or improved processes. Be ready to discuss these scenarios and how they relate to the responsibilities of the role, showcasing your ability to think on your feet.
✨Embrace the Company Values
Familiarise yourself with Quilter's core values: integrity, curiosity, ambition, and teamwork. During the interview, weave these values into your responses. Show how your personal values align with theirs and how you can contribute to a positive, collaborative work environment.