Adviser Administration Support

Quilter; Southampton; On-site; GBP 25,000 - 35,000; Full time

Job summary

Quilter is seeking a Sales Support professional in Southampton to assist with administrative tasks, enhance relationships with clients, and promote the Adviser Support Hub. Ideal candidates will possess strong communication and organizational skills, with an opportunity to grow within the financial services industry.

Benefits

182 hours of holiday (26 days)

Non-contributory pension scheme

Private medical insurance

Life assurance 4x salary

Income protection 75% salary

Flexible benefits options

Qualifications

• Proficient in Microsoft Office Suite is a bonus.
• Previous Financial Services experience desirable but not essential.
• Strong organizational and multitasking skills.

Responsibilities

• Support Sales Support & Sale Distribution with admin tasks.
• Provide accurate illustrations for product lines.
• Maintain databases and produce reports.

Skills

Communication

Organizational Skills

Multitasking

Tools

Microsoft Office Suite

Job description

About the Business 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. 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: 1

Department: Distribution

Location: Southampton, United Kingdom

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

In this role, you'll be supporting Sales Support & Sale Distribution by handling administrative tasks and new business flows. You'll 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, and ensuring timely allocation of work. You'll also collaborate closely with key support functions and sales teams, demonstrating accountability and aligning our service proposition with customer needs.

Additionally, you'll handle administrative tasks, produce reports, and maintain databases to support Sales Support and Distribution. Your daily tasks will involve maintaining opportunities on Salesforce and liaising with financial advisers regarding wealth select access.

About You

We're looking for someone who is not just a team player, but also decisive and adaptable. As a clear communicator, you'll 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're 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 in this industry.

Throughout your interactions, you'll embody our corporate values and always demonstrate professionalism. While your main focus will be on Sales Support and Distribution, you may occasionally be called upon to assist other teams within your capabilities, as directed by management.

Join us in shaping the future of our organization and take the first step towards an exciting career journey!

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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: 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

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.