Quilter plc
wealth management
ClientRelationsAdministrator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Relations Administrator at Quilter plc. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. administration of client servicing. crafting letters and communication to stakeholders”
What You'll Achieve.
Timely processing of client requests in accordance with our Service Level Agreements; ensure a seamless experience
Industry & Context.
Fixed Term Contract Duration - 9 Months, Contract Type: Fixed Term Contract / Secondment, Contract Length: 9 months
What They're Looking For.
Must Have
Strong IT skills and proficiency in using Microsoft packages is essential.
Nice to Have
Having previous experience of working within a client servicing environment is desired.
What You'll Do.
administration of client servicing
crafting letters and communication to stakeholders
Timely processing of client requests in accordance with our Service Level Agreements
and visitors via phone and email
liaising with all stakeholders
manage a variety of tasks and responsibilities
dealing with multiple cases at a time
ensure that you fully adhere to all the requirements of DISP Resolution (ref: FCA Handbook)
demonstrate flexibility
prioritise workloads and work on your own initiative
support is required within the Data Cleansing team
How You'll Work.
Team & Collaboration
liaising with all stakeholders, Legal entities, and Regulators; build internal and external relationships; Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Communication Scope
effective communication; crafting letters and communication to stakeholders; engage with clients, providers, and visitors via phone and email; confident communicating professionally over the phone; handling inbound and outbound calls in a client-facing capacity
Full Job Description
Fixed Term Contract Duration - 9 Months # ****About the Business**** Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us! # ****About the Role**** **Level** : 2 **Department:** Client Outcomes & Remediation **Location** : Southampton, United Kingdom **Contract Type** : Fixed Term Contract / Secondment **Contract Length:** 9 months **Working hours:** Monday until Friday - 40 hours a week. Your influence extends across various business domains, encompassing the administration of client servicing. Meticulous attention to detail and effective communication are imperative,
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