Southampton, England, United Kingdom · On-site
Fixed Term Contract Duration - 10 Months About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in custo…
Skills: Administrative Experience, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, Organizational Skills
Southampton, England, United Kingdom • On-site
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The role involves administering policies, answering queries, and resolving complaints for advisers to ensure high satisfaction. Responsibilities include processing pensions, investments, and transfers while adhering to Service Level Agreements.
Candidates must have previous administrative experience and proficiency in Microsoft Office, particularly Excel and PowerPoint. Strong organizational, communication, and problem-solving skills are required to manage workloads and deliver high-quality work.
This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need.
The role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money-in, money-out, transfers and various other departments.
Excellent attention to detail and communication is needed when preparing letters and other financial documents.
You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.
Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser
You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.
Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines.
Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.
Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties.
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.
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
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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.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
Quilter Cheviot Financial Planning is dedicated to meeting the needs of affluent and high net worth clients. We aim to be a leader in wealth management in the UK and selected offshore markets, providing advice-led investment solutions and investment platforms. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 11/04/2023
Offices: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, GB · International House, Kingsfield Court, Chester, England CH4 9RE, GB · 3 Wavell Drive, Rosehill Industrial Estate, England CA1 2ST, GB · 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ, GB · 8th Floor, 2 Snowhill, Snowhill, Queensway, Birmingham, Birmingham B4 6GA, GB
Quilter Cheviot Financial Planning is dedicated to meeting the needs of affluent and high net worth clients. We aim to be a leader in wealth management in the UK and selected offshore markets, providing advice-led investment solutions and investment platforms. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 11/04/2023
Offices: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, GB · International House, Kingsfield Court, Chester, England CH4 9RE, GB · 3 Wavell Drive, Rosehill Industrial Estate, England CA1 2ST, GB · 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ, GB · 8th Floor, 2 Snowhill, Snowhill, Queensway, Birmingham, Birmingham B4 6GA, GB
