Service Delivery Review Administrator
Company
Location
Birmingham, England, United Kingdom
Posted At
7/29/2025
Advertise with us by contacting: [email protected]
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Description
About The Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About The Role
Level: 2
Department: Distribution/Investment Administration & Support
Location: Carlisle
Contract: Permanent
What The Hiring Manager Says
An exciting opportunity for an individual has arisen within the Service Delivery Review Team supporting our clients and Financial Planners across the country in the vital area of ongoing service reviews.
You would be part of the team that help deliver on our customer promises and support our Financial Planners to deliver quality, holistic financial advice. You will need to be dedicated and willing to work hard. In turn, we will support you with your training, an enthusiastic and supportive team environment together with a competitive salary and benefits package.
We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.
About The Role
As a Service Delivery team member, you will be playing a critical role in producing high quality review reports to support our Financial Planners and their clients.
Our Financial Planners provide detailed financial planning to all our clients, so an understanding of the different types of investments, pensions and protection plans is desirable but not essential. We will provide full training and development, so you will build an understanding of these areas.
Your role will involve gathering plan information from providers and updating our back-office Client Relationship Management system (Xplan) and using this information to produce detailed review reports. You will use a variety of online resources and platform providers as well as a range of other research tools to perform your day-to-day activities which will include:
Once you have been fully trained you will have the opportunity to support and learn more about the advice process with supporting the wider Service Delivery team. You may be asked to contribute to wider team initiatives and projects from time to time.
You will be required to ensure all work is completed within the required timescales to meet both internal service levels and Financial Conduct Authority (FCA) guidelines and procedures. You will also be expected to develop knowledge around Quilter’s risk landscape, how that impacts your team and the work that you perform.
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
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.
These are the areas of experience and key skills we are looking for:
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.
#QC
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.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
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.
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About The Role
Level: 2
Department: Distribution/Investment Administration & Support
Location: Carlisle
Contract: Permanent
What The Hiring Manager Says
An exciting opportunity for an individual has arisen within the Service Delivery Review Team supporting our clients and Financial Planners across the country in the vital area of ongoing service reviews.
You would be part of the team that help deliver on our customer promises and support our Financial Planners to deliver quality, holistic financial advice. You will need to be dedicated and willing to work hard. In turn, we will support you with your training, an enthusiastic and supportive team environment together with a competitive salary and benefits package.
We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.
About The Role
As a Service Delivery team member, you will be playing a critical role in producing high quality review reports to support our Financial Planners and their clients.
Our Financial Planners provide detailed financial planning to all our clients, so an understanding of the different types of investments, pensions and protection plans is desirable but not essential. We will provide full training and development, so you will build an understanding of these areas.
Your role will involve gathering plan information from providers and updating our back-office Client Relationship Management system (Xplan) and using this information to produce detailed review reports. You will use a variety of online resources and platform providers as well as a range of other research tools to perform your day-to-day activities which will include:
- Planning your weekly allocated review report tasks
- Gathering plan information from a range of product providers, online, over the phone or in writing
- Developing high quality reports using a range of tools and research technology
- Checking the accuracy of your work
- Handing off your completed work to Financial Planners
- Managing any queries from wider support teams on reviews due or in progress
Once you have been fully trained you will have the opportunity to support and learn more about the advice process with supporting the wider Service Delivery team. You may be asked to contribute to wider team initiatives and projects from time to time.
You will be required to ensure all work is completed within the required timescales to meet both internal service levels and Financial Conduct Authority (FCA) guidelines and procedures. You will also be expected to develop knowledge around Quilter’s risk landscape, how that impacts your team and the work that you perform.
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
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.
These are the areas of experience and key skills we are looking for:
- Financial Service Industry knowledge/experience (Preferred)
- Key skills (Required):
- High levels of attention to detail and accuracy, with strong written and numerical skills
- An ability to work at pace, comfortable using variety of systems
- Excellent interpersonal skills and a professional, ‘can do’ attitude
- Ability to problem solve and implement learnings through training and experience.
- The ability to adjust to new challenges and changing environments quickly.
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.
#QC
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.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
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.
Advertise with us by contacting: [email protected]
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