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.