Client and Adviser Servicing Specialist

What the Hiring Manager Says

This really is an exciting time to join Quilters Adviser Servicing Team. We have a range of roles requiring such a diverse spectrum of talent. No formal qualifications needed as we give full training and even the opportunity for mentoring if this is something you’re interested in.

Each role plays a significant part in our wider contribution to Quilter’s success - what a great way to start your journey into a career in Financial Services
- HR Business Partner

About the Role

Level: 1

Department: Adviser Servicing

Location: Newcastle

Contract type: Permanent, (hybrid working - 3 days in the office)

Contract hours: Monday - Friday, 9am - 5pm (no weekend work) 35 hours per week

As an Adviser Servicing Technician, your role within Quilter is to provide a high quality and efficient administration service, utilising industry, product, and process knowledge to administer all client/adviser transactions and queries. Emphasising on delivering the right outcomes for our clients/advisers in accordance with service level agreements (SLA’s) and regulations.

You will be working to a high degree of accuracy, meeting deadlines, and proactively supporting the team and the wider departments results.

You will deal with urgent referrals, running reports as well as authorisations in the system.

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.

To be successful in this role you will ideally have some previous experience in an administration role and with dealing with external client’s or customers.

It isn’t a necessity to have experience in Financial Services, although some knowledge would be beneficial.

You will need to be a confident user of all Microsoft outlook and excel word, PowerPoint and ideally access and be proactive, with a strong work ethic and comfortable working both as a team and independently.
- 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-FD1

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

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

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.