Client Services Administrator – Adviser Support

Quilter plc; Southampton; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Holiday: 182 hours (26 days)

Quilter Incentive Scheme

Pension Scheme (non-contributory)

Healthcare Cash Plan (Jersey employees

Benefit Allowance

Job summary

Quilter plc is seeking an administrative professional to be the face of the Client and Adviser Services team in Southampton. You will administer adviser policies, answer queries, respond to complaints, and help set up accounts and financial products.

The role requires solid MS Office skills, especially Excel and PowerPoint, with excellent attention to detail and timely, professional communication with advisers and providers.

Qualifications

• Previous administrative experience and proficiency in Microsoft Office, especially Excel and PowerPoint.
• Strong organisational skills with ability to prioritise and meet deadlines.
• Clear verbal and written communication and data interpretation.

Responsibilities

• Administer adviser policies and respond to queries and complaints via phone and email.
• Assist advisers with account set-up and financial product needs.
• Process adviser requests within Service Level Agreements.
• Support various business areas including pensions and investments as needed.

Skills

Microsoft Office

Excel

PowerPoint

Verbal and written communication

Job description

Quilter plc is seeking an administrative professional to be the face of the Client and Adviser Services team in Southampton. You will administer adviser policies, answer queries, respond to complaints, and help set up accounts and financial products.

The role requires solid MS Office skills, especially Excel and PowerPoint, with excellent attention to detail and timely, professional communication with advisers and providers.