About the Role

The Key tasks will involve, but not limited to the following:

• Checking and signing off new accounts and obtaining missing information if applicable

• Performing AML and due diligence checks on new accounts and accounts changing service.

• Liaising with Pension and Offshore bond Providers to gain permission to open accounts where applicable

• Creating accurate and correctly structured client records on the CRM system.

• Assisting with the transfer in and out of portfolios and liaising with Pension and offshore bond providers where applicable.

• Assisting with the administration of deceased client accounts

• Liaison with Front Office Investment management teams and Operations to ensure timely processes of work and issue resolution

• Relationship management with Front Office Investment Management teams

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About You

Key Behavioural Skills:

Attention To Detail

Handles tasks with thoroughness and accuracy. Recognises and resolves errors.

Communication

Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language.

Technical

Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date.

Time Management

Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs.

Teamwork

Acts as a resource to the team. Treats colleagues with professionalism and respect.

Decision Making

Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes.

Corporate Focus And Behaviour

Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding TCF principles. Willingness to learn. Good operational knowledge of departmental processes. Develops basic knowledge of the industry and ensures individual work contributes to the success of the Company. Demonstrates initiative and capability within the role and shows potential for future development.

Client Focus (Internal And External)

Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method.

Qualifications required:

• Successful candidates will be ideally familiar with the WDX CRM and the Figaro system or experience of working with a Client Relationship Management System on a regular basis.

• Word and Excel intermediate level required.

• IOC and AML qualifications preferable and willingness to study towards this and other qualifications considered appropriate for the role.

Knowledge, Skills & Experience:

• Experience in a similar role in Financial Services.

• Experience of the Investment management industry would be desirable, alongside the Financial Adviser industry.

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.