Offer summary

Qualifications:

Good understanding of Quilter businesses and AR firms., Previous experience in Financial Services is essential., Strong communication, numeracy, and literacy skills are required., Proficiency in Microsoft Office, especially Excel. .

Key responsabilities:

Provide top quality service to Financial Advising firms and support data cleanse activities.

Liaise with relationship management teams to gather information for data cleansing.

Identify and implement improvements in Client and Adviser Servicing processes.

Act as a subject matter expert and represent the area in project initiatives.

Job description

Summary

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 2

Location: Southampton/WFH

Department: Adviser & Client Services

Contract: Secondment

The purpose of this role is to support several strategic projects currently underway within Quilter Financial Planning. The successful candidate(s) will be required to utilise their detailed knowledge and experience of our systems and procedures to support in defining new processes and implementing change.

The roles sit within a small project team, the successful candidate(s) should expect to work with Leadership, Business Analysts, Project Managers and fellow SMEs on a daily basis.

Successful candidates will gain experience of working in a project environment and will have an opportunity to use their specialised knowledge to improve the way we do things.

Key responsibilities:

Provide top quality service to Financial Advising firms in accordance with departmental procedures, service standards and industry regulations to support with data cleanse activities.
Liaison with relationship management teams within Product Providers to gather information to support with data cleanse activities.
Identify areas for improvement in the Client and Adviser Servicing processes, from point of identification, through to implementing changes.
Work closely with Client and Adviser Servicing teams to understand areas of concern and represent Operations in finding resolution to these.
Represent Client & Adviser Servicing at relevant Forums and take ownership for issues arising and actions.
Act as subject matter expert in the Client & Adviser Servicing area and alongside colleagues in the wider Operations Change team, represent the area in project initiatives.

About You

What a day to day looks like:

Supporting with the identification of data cleansing priorities and establishment and embedding of the processes to tackle those priorities.
Responsible for the accuracy and completeness of all processes within the area.
Ensuring all relevant reporting of progress is completed by deadline.
Investigating and resolving errors, discrepancies, and queries, in accordance with FCA regulations and ensure escalation procedures are followed.
Assisting with the quality checking and sign off team members work and provide appropriate feedback and coaching.
Providing support to projects and initiatives related to the area including carrying out any necessary user acceptance system testing.
Assisting with the planning and undertaking of internal audits and carry out ad hoc reviews, including providing recommendations for improvements.

The skills we are looking for:

Have a good understanding of the Quilter businesses and the businesses ran by our AR firms.
Have a good understanding of the latest trends and issues within own area.
Use all programmes within the Microsoft office suite, in particular excel.
Have previous Financial Services experience.
Have strong communication, numeracy and literacy skills.
Have a desire to achieve the Lean accreditation.
Be available for occasional travel.

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