Client Relationship Support

Quilter; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Join a leading wealth management firm as part of the Client Relationship team in London. This dynamic role involves preparing client meeting materials, managing new business submissions, and ensuring excellent client communication. Ideal for those looking to grow in the financial planning industry, the position offers a supportive and inclusive environment with opportunities for personal and professional development.

Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme

Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Qualifications

• Ability to manage and prioritize workloads independently.
• Excellent written skills and attention to detail.
• Experience within the financial planning industry.

Responsibilities

• Prepare high-quality meeting packs and recommendation reports.
• Communicate with clients via telephone and email.
• Maintain accurate client records on in-house systems.

Skills

Organizational Skills

Customer Service

Communication

Attention to Detail

Proactivity

Education

Experience in Financial Planning

Tools

Microsoft Packages

X-Plan

Job description

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024).

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 2

Department: Client Relationship

Location: London (Hybrid)

Contract: Permanent

An exciting opportunity within the London Client Relationship team of Quilter Cheviot, a fast-growing company and a strong market leader in the Wealth Management industry. This is an ideal opportunity for someone looking to develop within the Financial Planning & Wealth Management industry.

We have a diverse team of 10 Client Relationship team members with vast knowledge and experience. We work alongside the paraplanning team and support 20 Financial Planners. This role is dynamic with the ability to work with a variety of financial products with Quilter and third-party providers.

The business as a whole and the Client Relationship team is very inclusive and one that instils strong teamwork. Quilter is also a company that is keen on personal and professional development.

• 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.

About You

• Highly organised, proactive, and able to use your initiative.
• Ability to manage and prioritise workloads independently and take ownership and responsibility of it.
• Collaborate with colleagues to achieve the best client outcomes.
• Ability to meet tight deadlines, multi-task, and adapt to change quickly.
• Possess excellent written skills and high attention to detail.
• Positive and professional attitude with the ability to build strong internal and external relationships.
• Excellent customer service skills.
• Ideally, have experience within the financial planning industry to support your understanding of the processes we follow and the products we recommend.
• Strong IT skills and proficiency in using Microsoft packages.

#LI-VS1 #QC

Inclusion & Diversity

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.

Values

Do the right thing: 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.

Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.

Embrace challenge: 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.

Stronger together: 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.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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.