Client & Adviser Services Coordinator

Quilter; Southampton; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Holiday 26 days

Quilter Incentive Scheme

Pension Scheme

Healthcare Cash Plan (Jersey)

Benefit Allowance

Job summary

Quilter plc is seeking an organised Administrative Assistant to join the Client and Adviser Services team in Southampton on a 6-month FTC. You will administer adviser policies, answer queries, respond to complaints, help set up accounts, and find solutions for financial products they need.

You may support different areas, including administering pensions, investments, transfers, and other requests, with strong attention to detail and timely communications.

Qualifications

• Previous administrative experience.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Strong organisational skills and ability to prioritise workloads.

Responsibilities

• Administer adviser policies and respond to their queries and complaints.
• Assist in setting up adviser accounts and finding suitable financial products.
• Support administering pensions, investments, money-in/money-out, transfers and other departmental requests.
• Prepare letters and financial documents with excellent attention to detail.
• Ensure adviser requests are processed within Service Level Agreements via phone and email.

Skills

Organisational skills

Communication skills

Attention to detail

Tools

Microsoft Office

Excel

PowerPoint

Job description

Quilter plc is seeking an organised Administrative Assistant to join the Client and Adviser Services team in Southampton on a 6-month FTC. You will administer adviser policies, answer queries, respond to complaints, help set up accounts, and find solutions for financial products they need.

You may support different areas, including administering pensions, investments, transfers, and other requests, with strong attention to detail and timely communications.