Experience with e-business applications for financial advisers
Ability to process adviser changes and novation
The role supports the onboarding of external advisers by conducting due diligence and managing terms of business within the UK wealth management sector
Job Summary
The role supports the onboarding of external advisers by conducting due diligence and managing terms of business within the UK wealth management sector.
Candidates will service existing relationships by handling day-to-day queries, processing adviser changes, and ensuring timely communication via the Adviser Portal.
Quilter offers a comprehensive benefits package including 26 days of holiday, life assurance at 4x salary, and a non-contributory pension scheme.
Matching Summary
The role supports the onboarding of external advisers by conducting due diligence and managing terms of business within the UK wealth management sector.
Skills & Requirements
Must-have
Working knowledge of UK financial services market
Experience with e-business applications for Financial Advisers
Ability to process adviser changes and novation
Nice-to-have
Familiarity with WDX CRM or JHC Figaro systems
Willingness to study for relevant Financial Services qualifications
Proactive identification of process improvements
Key Requirements
UK financial services regulatory environment knowledge
Experience with Client Relationship Management Systems