Fixed Term Contract Duration – 11 months
Level: 2 | Department: Adviser Servicing | Location: Southampton | Contract Type: 12 month FTC | Regulated/Non-Regulated: Not specified
About The Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025) and offers comprehensive solutions across financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent covers financial planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning, serving private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
Our foundation is rooted in extraordinary expertise, trusted by hundreds of thousands of customers, and we continually aspire to stay one step ahead to make an even greater difference to customers, communities, and colleagues.
About The Role
This critical role is the face of the company, ensuring adviser and customer satisfaction by administering their policies and answering queries. You will respond to complaints, help set up accounts, and provide solutions for financial products. The role may involve supporting various business areas and other elements of the adviser journey within Quilter.
You will prepare letters and financial documents with excellent attention to detail and communication skills. All adviser requests must be processed timely in accordance with Service Level Agreements, efficiently and professionally via phone and email.
Keeping knowledge of our products and services up to date is vital to deliver the most appropriate outcomes for clients.
About You
Drawing from previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.
Exceptional organisational skills shine through as you prioritise workloads and meet deadlines. Adept in verbal and written communication, you accurately record and interpret report data, contributing to overall team efficiency.
Personal responsibility for consistent delivery of high-quality work, a proactive approach, and problem‑solving skills are essential.
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: Act with integrity and are committed to going above and beyond in service of our clients and communities.
Always curious: Seek new ideas and knowledge, stay ahead of client needs, and encourage experimentation.
Embrace challenge: Aim high to transform potential into meaningful outcomes, driven by ambition and a commitment to growth.
Stronger together: Combine diverse talents, empower one another, and make impactful decisions.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees eligible to participate, encouraging business performance.
- Pension Scheme: Non‑contributory company pension, boostable via personal contributions.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: Cash benefit allowance payable in lieu of some core benefits.
- Flexible benefits available to UK employees, payable via salary deduction.
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