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- Tasks: Support Sales Support & Distribution with admin tasks and client queries.
- Company: Quilter plc is a leading wealth management business focused on brighter financial futures.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Opportunities for growth and a commitment to diversity and inclusion.
- Why this job: Join a dynamic team, embrace challenges, and contribute to meaningful outcomes in finance.
- Qualifications: Team player with good communication skills; financial services experience is a plus but not essential.
The predicted salary is between 30000 - 42000 £ per year.
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £119.4 billion in customer investments (as at end December 2024). 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.
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. Our business is transforming, continually modernising, and becoming even more customer centric.
In this role, you will be supporting Sales Support & Sale Distribution by handling administrative tasks and new business flows. You will serve as the go-to person for our firms, assisting them with day-to-day queries and ensuring smooth transactions on our Platform. Your role will be crucial in promoting our Adviser Support Hub and maintaining strong relationships with our clients.
Key responsibilities include:
- Providing accurate illustrations for product lines
- Offering pre-sale support to advisers
- Ensuring timely allocation of work
- Collaborating closely with key support functions and sales teams
- Handling administrative tasks, producing reports, and maintaining databases
- Maintaining opportunities on Salesforce and liaising with financial advisers regarding wealth select access
We are looking for someone who is not just a team player, but also decisive and adaptable. As a clear communicator, you will play a vital role in our corporate environment, where professionalism and the ability to meet tight deadlines are key. Multitasking and good organizational skills are a must, and if you are proficient in Microsoft Office Suite, that’s a bonus!
While previous Financial Services experience is desirable, it’s not essential. We believe in providing support and opportunities for growth to individuals who wish to build a career in this industry. Throughout your interactions, you will embody our corporate values and always demonstrate professionalism.
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.
- 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.
Support Specialist - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Support Specialist - Quilter
✨Tip Number 1
Familiarise yourself with Quilter's services and values. Understanding their wealth management offerings and commitment to customer-centric solutions will help you align your responses during interviews and demonstrate your genuine interest in the company.
✨Tip Number 2
Network with current or former employees of Quilter on platforms like LinkedIn. Engaging with them can provide you with insider insights about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Brush up on your Salesforce skills, as this role involves maintaining opportunities on the platform. Being able to demonstrate your proficiency or willingness to learn can set you apart from other candidates.
✨Tip Number 4
Prepare for situational questions that assess your multitasking and organisational skills. Think of examples from your past experiences where you've successfully managed multiple tasks or met tight deadlines, as these are crucial for the Support Specialist role.
We think you need these skills to ace Support Specialist - Quilter
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and skills required for the Support Specialist position at Quilter. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in administrative tasks and customer support. Use bullet points for clarity and focus on achievements that demonstrate your ability to multitask and communicate effectively.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your adaptability, teamwork, and any relevant experience in financial services, even if it's not extensive. Make sure to connect your personal values with those of Quilter.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects professionalism and attention to detail, which are crucial for the Support Specialist role.
How to prepare for a job interview at Quilter
✨Understand the Company Culture
Before your interview, take some time to research Quilter's values and culture. They emphasise integrity, curiosity, and teamwork, so be prepared to discuss how your personal values align with theirs.
✨Showcase Your Communication Skills
As a Support Specialist, clear communication is key. Be ready to provide examples of how you've effectively communicated in previous roles, especially in high-pressure situations or when dealing with clients.
✨Demonstrate Your Organisational Skills
The role requires multitasking and strong organisational abilities. Prepare to discuss specific instances where you successfully managed multiple tasks or projects simultaneously, highlighting your ability to prioritise effectively.
✨Familiarise Yourself with Salesforce
Since you'll be maintaining opportunities on Salesforce, it’s beneficial to have a basic understanding of the platform. If you have experience with similar CRM systems, mention that during your interview to showcase your adaptability.