Membership Case Worker

2 weeks ago


England, United Kingdom Quilter Full time

Fixed Term Contract Duration - 5 Months

What the Hiring Manager says

The Membership Team performs a vital function for the network and your role within the Team would support the overall corporate objective to grow the Restricted Financial Planners. This is your opportunity to make a significant and immediate impact.

I am looking for a driven, inquisitive, good eye for detail, team-oriented individual to join the Membership team. Commitment to ensuring the team succeeds with all tasks and duties is essential but you will have full support from colleagues and management.

As a manager, I believe in having a good and honest relationship with every member of my team and I’m committed to being supportive, emphatic, and fair.

This will be a one-stage interview process, with me and a colleague.

Membership Manager

About the Role

Level: 2

Department: Operations

Location: England - Homeworker

Contract type: FTC

Our Membership Case Workers form a key part in the overall onboarding experience, so it is vital that applicants receive a positive, professional service.

You will involve, recruitment and vetting of Caseworkers using all relevant information to assess if the case should proceed to appointment or not.

Membership Caseworkers make decisions based on Business Standards which set out Quilter appetite and associated procedures which provide the detailed steps which must be completed.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

You will have the ability to co-ordinate your day-to-day workload and can work under pressure remaining focused and calm.

You will also be a team player who looks to support others and take a positive approach as you will be the first point of contact for those joining Quilter Financial Planning and will have daily contact with Regional Directors.

Having a solid understanding of Microsoft Excel & Word would be beneficial.
- Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures._
- In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._
- 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._
- #LI-IC1_
- #QFP_

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.



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