Client Relationship Specialist – Wealth Management (Hybrid)

Quilter; Greater London; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Holiday 26 days

Incentive scheme

Pension

Private medical insurance

Life assurance 4x salary

Income protection

Healthcare cash plan

Job summary

Quilter Cheviot is seeking a proactive Client Relationship professional to join our Advice division in a hybrid London or Birmingham role. You will support financial planners, prepare meeting packs, and manage client communications to ensure timely delivery of advice and client satisfaction.

The role emphasizes collaboration with paraplanners and a strong emphasis on Treating Customers Fairly, with training and development opportunities across Quilter Cheviot's wealth management platform.

Responsibilities

• Prepare high quality meeting packs and recommendation reports for client meetings.
• Submit new business with providers including Quilter Investment Platform and track progress to ensure advice is implemented.
• Communicate with clients via telephone and email, providing updates and handling ad-hoc queries.

Job description

Quilter Cheviot is seeking a proactive Client Relationship professional to join our Advice division in a hybrid London or Birmingham role. You will support financial planners, prepare meeting packs, and manage client communications to ensure timely delivery of advice and client satisfaction.

The role emphasizes collaboration with paraplanners and a strong emphasis on Treating Customers Fairly, with training and development opportunities across Quilter Cheviot's wealth management platform.