Fixed Term Contract Duration - 13 Months
About The Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £119.4 billion in customer investments (as at end December 2024). 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.
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.
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
The Quilter Academy is a place for individuals to work alongside colleagues who thrive to deliver a market leading Adviser Academy to our students and those looking to join the industry and become qualified financial planners. The Academy team is made up of individuals covering a wide range of experience across recruitment, training, and operations / administration. Although we are a remote team, we work as one unit and within a supportive environment. The team’s success is measured by our ability to achieve our headcount target annually. We need to ensure students achieve their desired qualification, are given the appropriate development and skills training, new graduate advisers are appropriately supported to achieve their competent adviser status.
We support and enable new recruits to not only achieve their qualification, but ensure they have a positive experience throughout their journey with the Academy. As part of the Academy Administrator's role there is a wide variety of tasks, ensuring no two days are the same. You will deal directly with students to support any queries, work alongside our recruitment team helping them bring new candidates into the business and support the hub of our business to ensure we appropriately report activity on an ongoing basis.
The role will link and engage with many other areas of the wider Quilter business which will allow the candidate to understand the workings of the business and where the Academy fits in.
To provide an effective administration support service to the Academy Operations Manager and team, and to contribute to the overall success of the Academy through the provision of an excellent support service. The role also provides a key link between students and candidates who are looking to join the Academy.
The role involves various responsibilities and a broad scope of activities. This includes:
- Managing inbound telephone calls and e-mails from both candidates enquiring about our Academy programmes and from current and graduated students in a timely manner.
- Working closely with our recruitment team and responsible for booking candidates onto webinars / panel interviews and tracking their progress through the recruitment process
- Providing operational support in all aspects of a candidate’s journey, processing application paperwork, issuing and collating offer paperwork in a timely manner and retaining within a filing system
- Updating systems with applicants paperwork
- Review applicants paperwork to identify anything adverse that may need more investigation and flag these to the appropriate team members
- Registering students with the examination bodies, registering them on key systems to support their studies, responsible for recording keeping in terms of students’ progress and exam results
- Liaising with Academy trainers, training providers and other areas of the Academy team in respect of a student’s journey
- Working with other teams as required of the role such as our onboarding and vetting team
- Additionally, you may be assigned ad-hoc administration duties and participate in projects as needed to support business requirement or departmental objectives.
- Support and work as a collaborative team with other members of the Operations function.
About You
- While previous financial services administration services experience is desirable, it’s not essential.
- Excellent organisational skills and ability to manage multiple tasks and responsibilities.
- A good knowledge of excel and word.
- Ability to follow processes.
- Excellent attention to detail.
- Working collaboratively with colleagues, both within the team and across the wider business.
- Ability to manage workflows within defined timescales.
- Has a pro-active and confident approach, self-motivated with good interpersonal skills.
- An excellent telephone manner and written communication.
- Embrace change and initiate new and better ways of working to delivery positive customer outcomes.
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
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.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
