Adviser Support Consultant

Quilter; Southampton; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a proactive Adviser Support Consultant to join their dynamic team. This role involves preparing client reviews, processing new business, and ensuring compliance while maintaining effective communication with advisers. Ideal candidates will possess strong communication skills and a keen eye for detail, making it essential to thrive in this fast-paced environment. With a commitment to modernizing and enhancing customer experience, this company offers a supportive atmosphere where your contributions can make a real difference. If you're ready to embrace challenges and grow in the financial services sector, this opportunity is perfect for you.

Benefits

26 days holiday

Incentive scheme participation

Non-contributory pension

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Flexible benefits options

Qualifications

• Experience in financial services is preferred.
• Strong communication skills and attention to detail are essential.

Responsibilities

• Prepare client reviews and process new business.
• Handle compliance and provider documentation.
• Support clients via email and manage workload effectively.

Skills

Detail-oriented

Communication Skills

Problem-solving Skills

Microsoft Office Proficiency

Education

Level 4 Diploma in Financial Services

Job description

Quilter Southampton, England, United Kingdom

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Quilter Southampton, England, United Kingdom

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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 offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management through its segments: Affluent and High Net Worth.

Our mission is to stay ahead by modernising and becoming more customer-centric. Join us if you want to bring new ideas, challenge the status quo, and make a difference.

About The Role

Level: 2

Department: Quilter Adviser Support – The Advice Hub

Location: Southampton, UK (hybrid or remote)

Contract: Permanent

Your responsibilities include preparing client reviews, processing new business, handling compliance and provider documentation, obtaining fund values, and analyzing client data. You will maintain the advisers' pipeline, support clients via email, and manage your workload effectively, ensuring clear communication with advisers.

About You

Ideal candidates will have some experience in financial services. Working towards a Level 4 Diploma is advantageous but not essential. You should have a keen eye for detail, strong communication skills (written and telephone), and proficiency in Microsoft Office. Proactivity and problem-solving skills are essential to thrive in this dynamic environment.

Our Values

• Do the right thing: Act with integrity and go above and beyond for clients.
• Always curious: Seek new ideas and knowledge to stay ahead.
• Embrace challenge: Aim high and transform potential into outcomes.
• Stronger together: Collaborate, listen, support, and share ideas.

Benefits

• 26 days holiday (182 hours)
• Incentive scheme participation
• Non-contributory pension, private medical insurance, life assurance, income protection, healthcare cash plan (Jersey employees)
• Flexible benefits options for UK employees