Wealth Investment Admin & Client Services

Quilter; Manchester; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Healthcare cash plan

Flexible benefits

Incentive scheme

Job summary

Quilter occupies a front-office investment management support role in our Manchester office. You will assist Investment Managers with client service, account administration, data updates, and documentation across private clients and professional partners.

We are seeking a organised, detail-focused administrator who thrives in a busy environment and is keen to learn systems and processes within wealth management.

Qualifications

• The role requires high accuracy and discretion when handling client information and correspondence.
• You will work calmly and professionally in a busy, client-focused environment and draft clear emails and letters.
• Excellent written communication, prioritisation, and the ability to learn new systems quickly are essential.

Responsibilities

• Act as first point of contact by email and telephone for clients, advisers and third parties.
• Respond promptly and professionally to queries using internal systems and related teams.
• Speak with high net-worth clients to address administrative queries and data changes.
• Support full lifecycle of client accounts from opening to closures with accuracy.
• Prepare client meeting packs with performance data and supporting information.
• Process suitability reviews in the CRM and assist with follow-up letters.
• Assist with withdrawals, service changes, and address changes.
• Prepare account valuations, statements and new account paperwork.
• Manage electronic completion of forms using Adobe DocuSign.
• Support clients or advisers with access to the online portal.
• Save communications to internal systems and draft client correspondence.
• Provide back-up support to Investment Managers as needed.

Skills

Accuracy

Discretion

Professionalism

Telephone manners

Written communication

Prioritisation

Microsoft Office

Wealth management experience

Tools

Figaro

CRM

Adobe DocuSign

Job description

Quilter occupies a front-office investment management support role in our Manchester office. You will assist Investment Managers with client service, account administration, data updates, and documentation across private clients and professional partners.

We are seeking a organised, detail-focused administrator who thrives in a busy environment and is keen to learn systems and processes within wealth management.