Client Relationship Administrator in Carlisle

What the Hiring Manager Says

An exciting opportunity within the Cumbria & Scotland Client Relationship team of Quilter Cheviot Financial Planning, a fast-growing company and a strong market leader in the Wealth Management industry. The is an ideal opportunity for someone looking to develop within the Financial Planning & Wealth Management industry.
We have a team of 5 Client Relationship team members with vast knowledge and experience. We work alongside the paraplanning team and support 10 Financial Planners. This role is dynamic with the ability to work with a variety of financial products with both 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.

About the Role

Level : Level 2

Department : Quilter Cheviot Financial Planning

Location : Carlisle

Contract type : Permanent

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.

Deliver productivity in line with required key performance indicators whilst maintaining quality.

Develop a detailed knowledge of Quilter Cheviot Financial Planning's financial planning processes, the Quilter Core Investment Proposition and how this is applied during the creation of a client recommendation.

Maintain knowledge, awareness and adherence to all relevant regulatory requirements and internal processes, policies, and procedures of the firm.

Proactive management of own workload and asking for support where needed.

About You

• To succeed in this post you will need to be organised, proactive and assertive.
• You will ideally have experience from a corporate environment, where you have liaised with people at all levels
• Ideally you with have knowledge of financial planning, or the wealth industry but this is not essential and training can be given
• You will have previous administration, and/or customer service/call centre experience where you are dealing with clients politely over the phone.
• You must have a confident, clear and professional communication style
• Working well in a team is important, specifically within the Cumbria & Scotland regional office as the team is very close-knit and often collaborate to produce results.
• Working individually and managing your own workload (along with your teams' financial planners) will also be required as part of the role.

Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

#LI-VS1 #QCFP

Core Benefits

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

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

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.