Client Relationship Specialist — Wealth Management

Quilter plc; Chester; Hybrid; GBP 30,000 - 36,000; Full time

Benefits offered by this job

Holiday 26 days

Pension Scheme

Private Medical Insurance

Life Assurance 4x salary

Income Protection 75%

Healthcare Cash Plan

Job summary

Quilter Cheviot, a leading UK wealth manager, is seeking a proactive Client Relationship professional to join the Chester team on a hybrid basis (also Leeds or Manchester). You will support financial planners, prepare meeting packs and recommendation reports, and manage client records in X-Plan while delivering timely updates to clients.

The role emphasizes accuracy, strong communication, and the ability to prioritise workloads.

Job description

Quilter Cheviot, a leading UK wealth manager, is seeking a proactive Client Relationship professional to join the Chester team on a hybrid basis (also Leeds or Manchester). You will support financial planners, prepare meeting packs and recommendation reports, and manage client records in X-Plan while delivering timely updates to clients.

The role emphasizes accuracy, strong communication, and the ability to prioritise workloads.