Quilter Pension and Investment Advisor

1 month ago


Southampton, Southampton, United Kingdom Quilter plc Full time
Pension and Investment Customer Service Role

This exciting opportunity is ideal for individuals passionate about delivering outstanding customer service and building long-lasting relationships with clients. As a key representative of Quilter plc's Customer Service Centre, you will handle client inquiries regarding pension and investment products, ensuring seamless communication and efficient resolution.

Responsibilities
* Construct rapport with clients to understand their needs
* Show empathy and understanding in response to client queries
* Coordinate with internal teams to address complex client concerns

What We Offer
* A comprehensive classroom training program to equip you with essential skills
* Flexible working arrangements to accommodate your needs
* A competitive salary of up to £27,000 per year
* 26 days annual leave allowance
* Quilter Incentive Scheme
* Employer-sponsored Pension Scheme
* Private Medical Insurance
* Life Assurance coverage
* Healthcare Cash Plan

Our Commitment
We strive to create an inclusive environment where everyone feels valued and supported. We encourage applications from candidates with diverse backgrounds and abilities.

  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About the BusinessQuilter plc is a leading provider of financial advice, investments, and wealth management. Our purpose is to help generations today and tomorrow prosper by guiding them through the complexity of planning for their future, with the right financial advice and investment solutions.We are committed to being the UK's best wealth manager for...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About the CompanyQuilter plc is a leading financial services provider, dedicated to delivering exceptional wealth management and investment solutions to clients and their advisors. The company operates two segments: Affluent and High Net Worth.The Affluent segment encompasses financial planning, investment platforms, and multi-asset investment solutions. The...


  • Southampton, Southampton, United Kingdom Quilter Full time

    About the OpportunityQuilter plc is a leading provider of financial advice, investments, and wealth management. We are committed to being the UK's best wealth manager for clients and their advisers.Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth includes...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About Quilter plcCompany OverviewQuilter plc is a leading provider of financial advice, investments, and wealth management. The company is committed to being the UK's best wealth manager for clients and their advisers.The business has two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning,...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    Job DescriptionQuilter 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. As part of our expansion plans, we are seeking a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme.We require individuals with a...


  • Southampton, Southampton, United Kingdom Quilter Full time

    Job Title:Digital Marketing and Website OfficerCompany Overview:Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.Salary:A minimum salary of £35,000 per annum (dependent on experience).Job Description:This is a full-time, permanent position based in Southampton or London.Key...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About the RoleAs a key member of our Customer Service Centre team, you will play a vital role in delivering exceptional customer experiences for clients seeking pension and investment products from Quilter plc. Your primary responsibility will be to establish strong relationships with clients, provide empathetic support, and efficiently manage complex...


  • Southampton, Southampton, United Kingdom Quilter Full time

    About the CompanyQuilter is a leading financial services provider committed to delivering exceptional customer experiences. With over £111 billion in customer investments, our business spans financial advice, investments, and wealth management.We have two segments: Affluent and High Net Worth. Our Affluent segment encompasses financial planning, investment...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About the RoleThis is a permanent position with Quilter plc, a leading provider of financial advice and investment solutions. The role involves overseeing the delivery of advisory services and driving business growth through performance improvement and digital innovation.As the Head of Adviser & Client Support, you will have a track record of working and...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About the RoleAs a Financial Planning Manager at Quilter plc, you will lead and support a team of Financial Planners focused on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office.This is a player-manager role, requiring the successful candidate to carry out the role of a Financial...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    We are seeking a Senior Wealth Manager to join our team at Quilter plc. As part of expansion plans for the Advice Hub, this newly formed team will be based in our flagship Southampton Office. The successful candidate will work with customers to identify financial requirements and needs, recommending suitable investment and advice vehicles to support...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About the CompanyQuilter plc is a leading provider of financial advice, investments and wealth management. We are committed to being the UK's best wealth manager for clients and their advisers.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...


  • Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleThis position plays a pivotal role in maintaining the overall plan of initiatives aimed at enhancing service delivery to customers and advisors. The successful candidate will identify inter-dependencies between initiatives, escalate risks and issues to senior management, and participate in or lead service improvement initiatives.The ideal...


  • Southampton, Southampton, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are looking for an experienced Financial Planning Specialist to join our Quilter Financial Planning team in Southampton. As a key member of our team, you will be responsible for providing expert financial advice to our clients.The successful candidate will have a strong background in financial planning and advisory services, with experience...


  • Southampton, Southampton, United Kingdom Quilter Financial Planning Full time

    Join Our TeamWe are seeking a Wealth Management Professional to join our team at Quilter Financial Planning in Southampton. As a key member of our team, you will be responsible for providing expert wealth management services to our clients.The ideal candidate will have a strong background in financial planning and advisory services, with experience in...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    Senior Client Liaison Position at Quilter plcThis senior role within our Customer Service Centre demands exceptional communication and interpersonal skills, as well as a passion for delivering world-class customer experiences. As a Senior Client Liaison Specialist, you will cultivate strong relationships with clients, respond to their queries with empathy,...


  • Southampton, Southampton, United Kingdom Quilter Full time

    About UsAt Quilter, we strive to deliver exceptional client experiences by providing innovative solutions and expert advice. Our commitment to excellence has earned us the reputation as the UK's best wealth manager for clients and their advisers.We have a diverse range of businesses, including financial planning, investment platforms, multi-asset investment...


  • Southampton, Southampton, United Kingdom Quilter Full time

    Quilter is a leading provider of financial services, with a rich history and expertise trusted by hundreds of thousands of customers.About the RoleWe are seeking an experienced Senior Software Engineering Leader to join our team in Southampton or London. This is a permanent position with a competitive salary package.Salary: £120,000 - £150,000 per annum...


  • Southampton, Southampton, United Kingdom Quilter Full time

    **Job Title:** Wealth Management Team Leader**Estimated Salary:** £70,000 - £90,000 per annumAbout the Company:Quilter is a leading provider of financial advice, investments, and wealth management services. Our mission is to help individuals and businesses achieve their financial goals through expert guidance and innovative solutions.About the Role:This...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About the RoleAs part of expansion plans for the Advice Hub, we are seeking a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office.We are looking for individuals with strong knowledge of the Financial Services industry and an extensive background...