Customer Relationship Specialist

About The Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

About The Role

Level: 2
Department: Client Relationship
Location: Leeds (Hybrid)
Contract: Permanent

An exciting opportunity within the North East & Midlands Client Relationship team of Quilter Cheviot, a fast-growing company and a strong market leader in the Wealth Management industry. This is an ideal opportunity for someone looking to develop within the Financial Planning & Wealth Management industry. We have a diverse team of 10 Client Relationship team members with vast knowledge and experience. We work alongside the paraplanning team and support 18 Financial Planners. This role is dynamic with the ability to work with a variety of financial products with Quilter and third-party providers. The business as a whole and the Client Relationship team is very inclusive and one that instils strong teamwork. Quilter is also a company that is keen on personal and professional development.

Responsibilities

• Preparing high quality meeting packs/recommendation reports and application forms as per advice recommendations in readiness for client meetings.
• Submission of new business with various providers, including Quilter Investment Platform and managing the progress of each case to ensure the advice is implemented correctly.
• Communicate with clients consistently via telephone and email, providing updates on ongoing cases and assisting with ad-hoc queries in a professional and timely manner.
• Maintain accurate client records which are updated accordingly on our inhouse system, X-Plan.
• Ensure you have a thorough understanding of the Quilter Cheviot ‘Treating Customers Fairly’ philosophy via various inhouse training.

About You

• You will need to be highly organised, proactive and use your initiative.
• Ability to manage and prioritise workloads independently and take ownership and responsibility of it.
• Collaborate with your colleagues to achieve best client outcomes.
• Ability to meet tight deadlines, multi-task and adapt to change quickly.
• Possess excellent written skills and high attention to detail.
• Positive and professional attitude with the ability to build strong internal and external relationships.
• Excellent customer service skills.
• 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.

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: We act with integrity and are proudly committed to going above and beyond in service of our clients and the communities we support.
• Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
• Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
• Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core 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
• We offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Seniority level

Entry level

Employment type

Full-time

Job function

Other