Service Delivery Review Administrator

Quilter plc; Chester; On-site; GBP 26,000 - 36,000; 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 in Chester is seeking a detail-focused Service Delivery Review Assistant to support Financial Planners by producing high quality review reports and updating client data in Xplan. You will gather information from providers, use CRM systems and research tools, and help ensure accuracy and compliance under FCA guidelines.

Full training will be provided; you will work closely with Financial Planners, regional support teams and the wider Service Delivery team, contributing to service

Qualifications

• High levels of attention to detail and accuracy, supported by strong written, numerical and analytical skills.

Responsibilities

• Plan your weekly allocated review report tasks.
• Gather plan information from a range of product providers, online, over the phone or in writing.
• Develop high quality reports using a range of tools and research technology.
• Check the accuracy of your work.
• Hand off your completed work to Financial Planners.
• Manage any queries from wider support teams on reviews due or in progress.
• You will work very closely with all our Financial Planners, regional support teams and the wider Service Delivery team.

Skills

Attention to detail

Excel

Word

CRM (XPlan)

Report writing

Numerical skills

Tools

XPlan

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.

We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs.

We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £157.4 billion in customer investments (as at 6th August 2026).

It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

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 Location: Chester, Carlisle, Birmingham, Leeds Department: Service Delivery & Development Review Team Contract: Permanent

As a Service Delivery team member, you will be playing a critical role in producing high quality review reports to support our Financial Planners and their clients.

Our Financial Planners provide detailed financial planning to all our clients, so an understanding of the different types of investments, pensions and protection plans is desirable but not essential.

We will provide full training and development, so you will build an understanding of these areas.

Your role will involve gathering plan information from providers and updating our back-office Client Relationship Management system (Xplan) and using this information to produce detailed review reports.

You will use a variety of online resources and platform providers as well as a range of other research tools to perform your day-to-day activities which will include:

• Planning your weekly allocated review report tasks


• Gathering plan information from a range of product providers, online, over the phone or in writing


• Developing high quality reports using a range of tools and research technology


• Checking the accuracy of your work


• Handing off your completed work to Financial Planners


• Managing any queries from wider support teams on reviews due or in progress

You will work very closely with all our Financial Planners, regional support teams and the wider Service Delivery team.

Once you have been fully trained you will have the opportunity to support and learn more about the advice process with supporting the wider Service Delivery team.

You may be asked to contribute to wider team initiatives and projects from time to time.

You will be required to ensure all work is completed within the required timescales to meet both internal service levels and Financial Conduct Authority (FCA) guidelines and procedures.

You will also be expected to develop knowledge around Quilter’s risk landscape, how that impacts your team and the work that you perform.

Consumer Duty: Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by producing high quality review documentation for Financial Planners to take to client meetings.

About You

High levels of attention to detail and accuracy, supported by strong written, numerical and analytical skills.

Proficient in Microsoft Word and Excel for document creation, data handling, reporting and information management (preferred).

Comfortable using CRM and other technology systems, with XPlan experience preferred but not essential.

Experience producing accurate, detailed reports or documentation and managing information to a high standard.

Able to handle sensitive information accurately and professionally, maintaining quality and compliance standards.

Excellent interpersonal and communication skills, with confidence communicating professionally with providers, advisers and colleagues by phone and email.

Able to work at pace, manage changing priorities and confidently use a variety of systems and technology platforms.

Strong problem-solving skills, with the ability to learn quickly and apply knowledge gained through training and experience.

Experience or knowledge of working with financial product providers and/or advisers (preferred).

Financial Services industry knowledge or experience, including an understanding of investments, pensions and/or protection products (preferred).

#LI-FD1 #QC #QuilterCheviot

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. We create brighter financial futures for every generation. 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.

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability.