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Adviser Support Consultant

Employer
Quilter
Location
London, United Kingdom
Salary
Competitive
Closing date
May 29, 2024

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
What the Hiring Manager Says

The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Hub is currently made up of 12 employed advisers and 4 Adviser Support Consultants that cover a wide range of clients and responsibilities. As the hub is continuously evolving and the adviser headcount increasing, an additional Adviser Support Consultant is required to support the new advisers.

You will work closely with your individually named advisers to offer a personable, fully supported service. This will involve building, developing and maintaining strong relationships with the advisers to enable them to be fully entrusted in the service provided. You will need to be able to adopt a one-on one approach with the advisers to establish their needs and identify pinch points.

Previous financial services experience is ideal, but full on the job training will be given making this a fantastic entry route into a career with Quilter.
-Adviser Support Manager

About the Role

Level: 2

Department: Quilter Adviser Support - The Advice Hub

Location: Fully remote - Monday until Friday 35 hours per week

Contract type: Permanent

In this role, you'll be responsible for various essential tasks to ensure the smooth functioning of our financial services operations.

Your duties will include preparing client reviews, processing new business, and handling compliance and provider documentation for paraplanning. You'll also play a key role in obtaining fund values and information from providers, as well as collating and analysing client data.

One crucial aspect of your role will be to maintain the advisers' pipeline, ensuring it's consistently up to date and sufficiently recorded. You'll provide essential email support for advisers, becoming fully established with their clients and understanding their unique circumstances.

Additionally, you'll need to manage and organise your own workloads effectively while maintaining strong communication with advisers, keeping them fully informed at every stage of the process.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

To be successful in this role, you should ideally possess some prior knowledge or experience in the financial services industry. While working towards a Level 4 Diploma would be advantageous, it's not essential for this role. We're looking for someone with a keen eye for detail, coupled with strong written and telephone-based communication skills.

Being proactive and innovative in problem-solving is crucial, as you'll encounter various challenges in this dynamic environment. Proficiency in Microsoft Office applications, including Word, Excel, and Outlook, is necessary to carry out your responsibilities efficiently.

If you're someone who thrives in a fast-paced environment, enjoys working with data and communication tools, and is eager to contribute to the success of our team, we'd love to hear from you. Join us in making a positive impact on our clients' financial well-being and advancing your career in the financial services sector.

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-FD1

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.

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