Hybrid Client Relationship Specialist, Wealth Advisory

Quilter; Exeter; Hybrid; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Holiday 26 days

Pension Scheme

Private Medical Insurance

Life Assurance 4x salary

Income Protection 75% of salary

Healthcare Cash Plan

Job summary

Quilter Cheviot is seeking a Client Relationship professional in the UK (London or Birmingham) on a hybrid basis to support our Wealth Management advisory team. This is an ideal role for someone looking to develop within the Financial Planning & Wealth Management industry.

You will work with a diverse team, preparing high quality meeting packs and recommendation reports, managing new business submissions and keeping accurate client records on the X-Plan system.

Qualifications

• Highly organised, proactive and able to take ownership of workloads.
• Strong communication and customer service skills.
• Experience in financial planning or wealth management preferred.
• Proficient with Microsoft Office and industry tools.
• Ability to deliver training to individuals and groups.

Responsibilities

• Prepare high quality meeting packs, recommendation reports and application forms for client meetings.
• Submit new business with providers and manage the progress of each case to implement advice.
• Communicate with clients via telephone and email, providing updates and answering queries.
• Maintain accurate client records on the inhouse system X-Plan.
• Understand Quilter Cheviot’s Treating Customers Fairly philosophy through training.

Skills

Organised

Proactive

Time management

Client relationship management

Financial planning industry experience

IT skills (Microsoft Office)

Training delivery

Communication skills

Coaching

Problem-solving

Tools

X-Plan

Quilter Investment Platform

Microsoft Office

In-house systems

Job description

Quilter Cheviot is seeking a Client Relationship professional in the UK (London or Birmingham) on a hybrid basis to support our Wealth Management advisory team. This is an ideal role for someone looking to develop within the Financial Planning & Wealth Management industry.

You will work with a diverse team, preparing high quality meeting packs and recommendation reports, managing new business submissions and keeping accurate client records on the X-Plan system.