Client and Adviser Servicing Technician

Quilter; Southampton; On-site; GBP 35,000 - 45,000; Full time

Job summary

A financial services organization in Southampton seeks a Project Support Specialist for a 6-month fixed-term contract. The role involves supporting strategic projects and data cleansing processes within Financial Planning. The successful candidate will work closely with project teams, providing top-quality service to advising firms and improving operational processes. Previous financial services experience and excellent communication skills are essential. Benefits include a comprehensive incentive scheme and a non-contributory pension scheme.

Benefits

182 hours of holiday (26 days)

Incentive scheme participation

Non-contributory pension scheme

Cash benefit allowance

Flexible benefits

Qualifications

• Experience in financial services is necessary.
• Strong understanding of the Quilter businesses and AR firms.
• Ability to support data cleansing processes.
• Experience in handling customer data quality issues.

Responsibilities

• Support data migration and cleanse QFP systems.
• Provide service to Financial Advising firms.
• Liaise with teams to gather information for data cleansing.
• Identify improvement areas in processes.

Skills

Good understanding of financial services

Proficiency in Microsoft Excel

Strong communication skills

Numeracy and literacy skills

Desire to achieve Lean accreditation

Job description

Fixed Term Contract Duration - 6 Months

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 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: 2

Department: Adviser Servicing

Location: Southampton

Contract Type: 6 month FTC

The purpose of this role is to support several strategic projects currently underway within Quilter Financial Planning. The successful candidate(s) will be required to utilise their detailed knowledge and experience of our systems and procedures to support in defining new processes and implementing change.

The roles sit within a small project team, the successful candidate(s) should expect to work with Leadership, Business Analysts, Project Managers and fellow SMEs on a daily basis.

Successful candidates will gain experience of working in a project environment and will have an opportunity to use their specialised knowledge to improve the way we do things.

Key responsibilities:

Support the SAT Data Migration team with data cleanse of the QFP systems to address customer data quality issues.

Provide top quality service to Financial Advising firms in accordance with departmental procedures, service standards and industry regulations to support with data cleanse activities.

Liaison with relationship management teams within Product Providers to gather information to support with data cleanse activities.

Identify areas for improvement in the Client and Adviser Servicing processes, from point of identification, through to implementing changes.

Work closely with Client and Adviser Servicing teams to understand areas of concern and represent Operations in finding resolution to these.

Represent Client & Adviser Servicing at relevant Forums and take ownership for issues arising and actions.

Act as subject matter expert in the Client & Adviser Servicing area and alongside colleagues in the wider Operations Change team, represent the area in project initiatives.

About You

What a day to day looks like:

• Supporting with the identification of data cleansing priorities and establishment and embedding of the processes to tackle those priorities.
• Responsible for the accuracy and completeness of all data cleansing processes within the area.
• Ensuring all relevant reporting of progress is completed by deadline.
• Investigating and resolving errors, discrepancies, and queries, in accordance with FCA regulations and ensure escalation procedures are followed.
• Assisting with the quality checking and sign off team members work and provide appropriate feedback and coaching.
• Providing support to projects and initiatives related to the area including carrying out any necessary user acceptance system testing.

The skills we are looking for:

• Have a good understanding of the Quilter businesses and the businesses ran by our AR firms.
• Have a good understanding of the latest trends and issues within own area.
• Use all programmes within the Microsoft office suite, in particular excel.
• Have previous Financial Services experience.
• Have strong communication, numeracy and literacy skills.
• Have a desire to achieve the Lean accreditation.

Be available for occasional travel.

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.

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.

#LI-EW1

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.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.