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Client Delivery Administrator

4 months ago

Chester, Cheshire, United Kingdom Quilter Full time
What the Hiring Manager Says

An exciting opportunity for an individual has arisen within the Service Delivery Review Team supporting our clients and Financial Planners across the country in the vital area of ongoing service reviews.

You would be part of the team that help deliver on our customer promises and support our Financial Planners to deliver quality, holistic financial advice. You will need to be dedicated and willing to work hard. In turn, we will support you with your training, an enthusiastic and supportive team environment together with a competitive salary and benefits package.

We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.

About the Role

Level: Level 2

Department: Service Delivery and Development Review Team

Location: Leeds | Chester | Carlisle | London | Exeter | Birmingham | Southampton (hybrid and / or remote would be considered)

Contract type: Permanent

As a Service Delivery team member, you will be playing a critical role in producing high quality review reports to support our Financial Planners and their clients.

Our Financial Planners provide detailed financial planning to all our clients, so an understanding of the different types of investments, pensions and protection plans is desirable but not essential. We will provide full training and development, so you will build an understanding of these areas.

Your role will involve gathering plan information from providers and updating our back-office Client Relationship Management system (Xplan) and using this information to produce detailed review reports. You will use a variety of online resources and platform providers as well as a range of other research tools to perform your day-to-day activities which will include:
  • Planning your weekly allocated review report tasks
  • Gathering plan information from a range of product providers, online, over the phone or in writing
  • Developing high quality reports using a range of tools and research technology
  • Checking the accuracy of your work
  • Handing off your completed work to Financial Planners
  • Managing any queries from wider support teams on reviews due or in progress
You will work very closely with all our Financial Planners, regional support teams and the wider Service Delivery team.

Once you have been fully trained you will have the opportunity to support and learn more about the advice process with supporting the wider Service Delivery team. You may be asked to contribute to wider team initiatives and projects from time to time.

You will be required to ensure all work is completed within the required timescales to meet both internal service levels and Financial Conduct Authority (FCA) guidelines and procedures. You will also be expected to develop knowledge around Quilter's risk landscape, how that impacts your team and the work that you perform.

Regulatory Obligations

Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by producing high quality review documentation for Financial Planners to take to client meetings.

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.

These are the areas of experience and key skills we are looking for:
  • Financial Service Industry knowledge/experience (Preferred)
  • Key skills (Required):
    • High levels of attention to detail and accuracy, with strong written and numerical skills
    • An ability to work at pace, comfortable using variety of systems
    • Excellent interpersonal skills and a professional, 'can do' attitude
    • Ability to problem solve and implement learnings through training and experience.
  • The ability to adjust to new challenges and changing environments quickly.
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-VS1 #QCFP

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.