Client Relationship Specialist - Wealth Management (Hybrid)

Quilter; Manchester; Hybrid; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private Medical Insurance

Life Assurance

Income Protection

Healthcare Cash Plan

Job summary

Quilter Cheviot is seeking a Client Relationship professional to support the Advice team in London or Birmingham (hybrid). The role focuses on preparing meeting packs, handling new business submissions, and maintaining client records across the X-Plan system.

You will work with Financial Planners, paraplanning, and providers to help deliver compliant outcomes while building strong client relationships and upholding the Treating Customers Fairly philosophy.

Qualifications

• Be highly organised, proactive and use your initiative.
• Manage and prioritise workloads independently and take ownership.
• Collaborate with colleagues to achieve best client outcomes.
• Meet tight deadlines, multi-task and adapt to change quickly.
• Possess excellent written skills and high attention to detail.
• Build strong internal and external relationships.
• Experience within the financial planning industry preferred.
• Strong IT skills and proficiency in using Microsoft packages.
• Confident in delivering engaging training to individuals and groups using established training materials.
• Strong communication, coaching and problem-solving skills.

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.

Skills

Organised

Proactive

Time management

Communication skills

Training delivery

Relationship building

Microsoft Office

Problem solving

Tools

Microsoft Office

X-Plan

Job description

Quilter Cheviot is seeking a Client Relationship professional to support the Advice team in London or Birmingham (hybrid). The role focuses on preparing meeting packs, handling new business submissions, and maintaining client records across the X-Plan system.

You will work with Financial Planners, paraplanning, and providers to help deliver compliant outcomes while building strong client relationships and upholding the Treating Customers Fairly philosophy.