About The Role
Level: 2
Department: Adviser and Client Servicing
Location: Southampton
Contract Type: Permanent
This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need.
The role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money‑in, money‑out, transfers and various other departments.
Excellent attention to detail and communication is needed when preparing letters and other financial documents.
You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.
Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser.
About You
- You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint; you bring a strong foundation to this role.
- Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines.
- Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.
- Taking personal responsibility for consistently delivering high‑quality work, you embody a proactive approach and apply problem‑solving skills in your day‑to‑day duties.
Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non‑contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
Equal Opportunity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for everyone; no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential.
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