Client Relationship Coordinator - Wealth Management

Quilter; Chester; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Holiday 26 days

Incentive scheme

Pension scheme

Private medical insurance

Life assurance 4x salary

Income protection 75%

Healthcare Cash Plan (UK)

Flexible benefits via salary deduction

Job summary

Quilter Cheviot is seeking a proactive Client Relationship professional to support private client advisors across our Chester/Leeds/Manchester hybrid setup. You will prepare meeting packs, process new business with Quilter Investment Platform, and maintain client records on X-Plan while delivering top-notch service.

You will collaborate with planners, paraplanners and support staff to ensure accurate advice implementation, regulatory compliance and a smooth client experience.

Qualifications

• Highly organised and proactive with strong initiative.
• Ability to manage and prioritise workloads independently.
• Collaborate with colleagues to achieve best client outcomes.
• Meet tight deadlines, multi-task and adapt to change quickly.
• Excellent written skills and high attention to detail.
• Strong communication and problem-solving skills with clients.

Responsibilities

• Preparing high quality meeting packs/recommendation reports and application forms as per advice recommendations in readiness for client meetings.
• Submission of new business with various providers, including Quilter Investment Platform and managing the progress of each case to ensure the advice is implemented correctly.
• Communicate with clients consistently via telephone and email, providing updates on ongoing cases and assisting with ad-hoc queries in a professional and timely manner.
• Maintain accurate client records which are updated accordingly on our inhouse system, X-Plan.
• Ensure you have a thorough understanding of the Quilter Cheviot ‘Treating Customers Fairly’ philosophy via various inhouse training.
• undefined

Skills

Organised

Communication

Customer service

IT literacy

Training delivery

Team collaboration

Attention to detail

Tools

X-Plan

Job description

Quilter Cheviot is seeking a proactive Client Relationship professional to support private client advisors across our Chester/Leeds/Manchester hybrid setup. You will prepare meeting packs, process new business with Quilter Investment Platform, and maintain client records on X-Plan while delivering top-notch service.

You will collaborate with planners, paraplanners and support staff to ensure accurate advice implementation, regulatory compliance and a smooth client experience.