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: Investment Management
Location: Birmingham (Hybrid)
Contract: Permanent
We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting an investment manager and the wider team.
This work will include administrative jobs such as opening new accounts, preparing client reviews, assisting with suitability, preparing investment proposals and once exams have been completed, rebalancing portfolios and portfolio management.
The individual should be comfortable taking control of various projects, maintaining a keen attention to detail throughout all tasks and working diligently and in a timely manner.
The individual will report to an investment manager in the team.
We are happy to provide full training for the role, as well as offering access to formal industry qualifications, with the aim of progressing you into an Investment Manager.
An applicant who is already qualified to Level 4 or has already started industry exams is preferable but not mandatory.
Key responsibilities:
- Preparing client reviews
- Producing investment proposals
- Preparing suitability letters
- Maintenance of suitability affirmations
- Once qualified to a sufficient degree, involved in portfolio management (including portfolio rebalancing, investing new monies, raising monies etc.)
- Monitoring risk systems
- Ensuring liquidity for income payments and charges
- Dealing with queries from clients, financial advisors and/or other professionals
- Picking up regular and infrequent tasks e.g. monthly and quarterly emails we need to send out to clients and/ or advisors
Ideally you will have experience in a similar role as an Investment Administrator/Trainee Investment Manager within Wealth or Investment Management, however this is not essential
To be successful in this role you will be an independent worker and thinker.
You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.
A good level of communication skills is required.
A good level of Microsoft Office, especially Excel, is required.
Experience within financial services is beneficial.
#LI-VS1 #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.
Top Skills
Quilter London, England Office
Senator House, 85 Queen Victoria Street, , England , London, United Kingdom, EC4V 4AB
