Customer Service Administrator

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

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 2 Department: Client and Adviser Services Location: Southampton Contract Type: 6 month FTC

This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need. The role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money-in, money-out, transfers and various other departments. Excellent attention to detail and communication is needed when preparing letters and other financial documents. You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email. Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser

About You

You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role. Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines. Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team. Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties.

We value diversity and strive to promote inclusivity in all aspects of our culture.

We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential.

We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.

We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs.

We aim high to transform our potential into meaningful outcomes.

With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.

Combining our diverse talents, we accomplish more collectively than we ever could do alone.

We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas.

We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
• Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
• Healthcare Cash Plan: Jersey employees only.
• Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Additional Information

We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs.

#LI-EW1 Inclusion & Diversity

Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.