Wealth Management Client Relationship Specialist - Hybrid

Quilter; Exeter; Híbrido; GBP 30.000 - 45.000; Tempo integral

Benefícios oferecidos por esta vaga

Holiday 26 days

Pension

Private medical insurance

Life assurance 4x salary

Income protection

Resumo da vaga

Quilter Cheviot is seeking a proactive Client Relationship Assistant in the Advice team, with hybrid work in London or Birmingham. You will support Financial Planners, prepare high-quality meeting packs and recommendation reports, and handle new business submissions with Quilter Investment Platform, guiding cases to correct implementation.

You will maintain accurate client records on the X-Plan system, communicate with clients by telephone and email, and uphold the Treating Customers Fairly

Qualificações

• Experience in financial planning or wealth management preferable.
• Strong written skills with attention to detail.
• Able to manage multiple tasks and meet deadlines.

Responsabilidades

• Prepare high quality meeting packs and recommendation reports for client meetings.
• Submit new business with providers and track case progress to ensure correct implementation.
• Communicate with clients by phone and email, providing timely updates.
• Maintain accurate client records on the X-Plan system.
• Understand and apply Quilter Cheviot's Treating Customers Fairly framework.

Conhecimentos

Organisational skills

Proactive

Communication skills

Customer service

Training / coaching

Problem-solving

IT skills

Workload management

Team collaboration

Ferramentas

X-Plan system

Quilter Investment Platform

Microsoft Office

Descrição da vaga

Quilter Cheviot is seeking a proactive Client Relationship Assistant in the Advice team, with hybrid work in London or Birmingham. You will support Financial Planners, prepare high-quality meeting packs and recommendation reports, and handle new business submissions with Quilter Investment Platform, guiding cases to correct implementation.

You will maintain accurate client records on the X-Plan system, communicate with clients by telephone and email, and uphold the Treating Customers Fairly