We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
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: 1
Department: Operations
Location: London (Hybrid)
Contract: Permanent
We are looking to hire an enthusiastic and confident individual to join our team as a Transitions Administrator, dealing with SIPP and Offshore Bond transitions. The individual should be organised, have good time management, be a team player who has strong attention to detail and communication skills. The individual will challenge processes to ensure the most efficient approach is achieved.
The successful candidate will process the coordination of OFB/SIPP transfers, ensuring the most efficient service is provided for transfers in/out of SIPP/OFB accounts.
The Key tasks will involve, but are not limited to the following:
SIPP/OFB mailbox monitoring.
Assisting with the transfer in and out, or liquidation, of portfolios and liaising with Pension and Offshore Bond providers where applicable.
Run and circulate relevant reports to ensure there is visibility of account closures
Relationship management with Front Office Investment Management teams and Operations teams.
The candidate will ideally have experience in a similar operations role in Financial Services and experience of the Investment Management industry would be preferred, alongside the Financial Adviser industry.
They would preferably be confident with Word and Excel on an intermediate level, familiar with the WDX CRM and Figaro system or have experience of working with a Client Relationship Management System on a regular basis.
Investment Operations Certificate and AML qualifications are preferable but not compulsory.
#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.
Quilter London, England Office
Senator House, 85 Queen Victoria Street, , England , London, United Kingdom, EC4V 4AB
