Not specified; benefits: 182 hours holiday; pensio...
Hybrid
High level of accuracy and discretion
Strong written communication skills
Proficiency in microsoft office suite
This role supports an Investment Manager by delivering high-quality administrative and client service support to private clients and financial advisers
Job Summary
This role supports an Investment Manager by delivering high-quality administrative and client service support to private clients and financial advisers.
The position involves managing the full lifecycle of client accounts, including new account opening, data updates, and preparing presentation packs for meetings.
Quilter offers a comprehensive benefits package including 26 days of holiday, a company pension scheme, and participation in an incentive scheme.
Matching Summary
This role supports an Investment Manager by delivering high-quality administrative and client service support to private clients and financial advisers.
Salary
Not specified; Benefits: 182 hours holiday; Pension: Non-contributory company scheme; Incentive Scheme: Eligible
Skills & Requirements
Must-have
High level of accuracy and discretion
Strong written communication skills
Proficiency in Microsoft Office suite
Ability to prioritize multiple tasks
Professional telephone manner
Nice-to-have
Experience with Figaro or CRM systems
Previous wealth management background
Relevant industry qualifications
Comfortable working in busy environments
Proactive task management skills
Key Requirements
12-month fixed-term contract availability
Willingness to work hybrid in London office
Organized and detail-focused professional demeanor