Overview
Position Title: Client Delivery Support
Company: Quilter
Location: England, United Kingdom
Job Description:
The main purpose of busy role can be spread across the country and responsible for the outputs of Financial Planners, Paraplanners and Client Relationship teams.
Responsibilities:
- Provide support to Financial Planners to assist them in servicing clients to the highest standard
- Ongoing administration of client records and all other associated client support services
- Developing and creating pathways for better Client Experiences/Outcomes
- Support the business in integrating new clients following the completion of acquisitions in to QPCA
Requirements:
- Attention to detail
- Professional attitude
- Problem solving ability
- Ability to be resourceful and proactive when issues arise
- Flexibility
- Verbal and written communication skills
- Organisational and planning skills
About Quilter
As one of the UK’s leading wealth management companies, Quilter’s purpose is to help create prosperity for the generations of today and tomorrow.