Administrator - Quilter

eFinancialCareers; Lancashire; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

26 days holiday

Pension scheme

Private medical insurance

Incentive scheme

Job summary

Quilter plc's Quilter Financial Planning team in Blackpool hybrid role is seeking a detail‑oriented administrator to support client onboarding, data gathering, and NHS pension analysis in a busy environment.

You will liaise with internal teams, ensure records are accurate, and help maintain compliance while delivering a friendly service to clients.

Experience in financial services admin, strong MS Office skills, and excellent communication are essential.

Qualifications

• Experience in an administrative role, ideally within financial services, accountancy, payroll, or pensions.
• Proficiency in Microsoft Office (Word, Outlook, Excel).
• Strong organisational skills and ability to manage multiple tasks efficiently.
• High attention to detail and accuracy in data entry.
• Good written and verbal communication skills.
• Confident in regularly communicating with customers over the phone.
• Strong knowledge of NHS Pension Scheme processes.

Responsibilities

• Assist with client onboarding by preparing documentation and liaising with internal teams.
• Gather, check, and input client information into internal systems.
• Follow up with clients and third parties for outstanding paperwork or data.
• Maintain regular communication with clients to provide updates on case progression (as directed).
• Support the preparation of NHS pension analysis by collating relevant data.
• Ensure all records are accurate and up to date.
• Help monitor compliance with internal processes and regulatory requirements.
• Provide general administrative support to the NHS Pension Consultant and team.

Skills

MS Office

Data entry

Communication

Organisational skills

Telephone communication

Job description

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as of March 2026). 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: Quilter Financial Planning

Location: Blackpool, Hybrid

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

Key Responsibilities:

• Assist with client onboarding by preparing documentation and liaising with internal teams.
• Gather, check, and input client information into internal systems.
• Follow up with clients and third parties for outstanding paperwork or data.
• Maintain regular communication with clients to provide updates on case progression (as directed).
• Support the preparation of NHS pension analysis by collating relevant data.
• Ensure all records are accurate and up to date.
• Help monitor compliance with internal processes and regulatory requirements.
• Provide general administrative support to the NHS Pension Consultant and team.

About You

• We welcome applications from individuals who: Experience in an administrative role, ideally within financial services, accountancy, payroll, or pensions.
• Proficiency in Microsoft Office (Word, Outlook, Excel).
• Strong organisational skills and ability to manage multiple tasks efficiently.
• High attention to detail and accuracy in data entry.
• Good written and verbal communication skills.
• Confident in regularly communicating with customers over the phone.
• Strong knowledge of NHS Pension Scheme processes.
• Professional, reliable, and able to work well as part of a team.
• #LI-FD1
• #Quilter

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: Singl