Client Relationship Support - Wealth Management (m|f|x) London

As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futuresfor every generation. The businesses within our group aim to provide high quality products and services for the whole of your investment journey.

Tasks

• As the Client Relationship Support, you’ll be part of a critical team working within a pod of two to three financial planners and one paraplanner maintaining a high standard of customer service to all of our clients.
• The role will involve you supporting the business in integrating new clients from organic growth. In addition, supporting the Financial Planners closely to assist them in servicing clients to a high standard.
• You will be responsible for preparing high quality client meeting packs and application forms as per the advice being provided in readiness for client meetings.
• You will use appropriate systems and provider platforms to process and submit new business as per the advice being recommended. In addition, you will be required to manage these cases and ensure the advice is implemented correctly whilst also keeping the clients up to date with progress.
• The Client Relationship role will require you to communicate with clients consistently and regularly over phone and email to provide updates on their applications and obtain any necessary information required to progress cases. In addition, the ability to handle client queries in a professional and timely manner.
• The role will also entail the administration and maintenance of client records in our inhouse system and the management of cash accounts with third party product providers.
• Ensure you have a thorough understanding of the Quilter Financial Planning Treat Customers Fairly philosophy and your role within this.
• Furthermore, you’ll be required to keep your TCF knowledge up to date through the training we provide and use this to process new business accurately within company SLAs.

Profile / Your qualification / Your personality

• To succeed in this post, you will need to be highly organised, proactive, and assertive. You should have the ability to manage and prioritise your workload independently and take ownership and responsibility of it.
• The nature of the industry and role is one that is fast paced and dynamic. Therefore, we are looking for an individual with the ability to meet tight deadlines, the ability to multi-task and adapt to change quickly. You will also possess excellent written skills and high attention to detail.
• We are seeking someone who has a positive and professional attitude with the ability to build strong internal and external relationships. The candidate should have excellent demonstratable customer service skills.
• You will ideally have experience within the financial planning industry to support your understanding of the processes we follow and the products we recommend. Strong IT skills and proficiency in using Microsoft packages

That awaits you

• 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
• Benefit Allowance:  A cash benefit allowance is payable in lieu of some of our core benefits.
• 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.

Application

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.

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Location

85 Queen Victoria Street, UK-EC4V 4AB London