Client Onboarding and Maintenance Administrator - 12 month FTC

Fixed Term Contract Duration - 12 Months

About the Business

Quilter Cheviot
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 through our sister company, Quilter Cheviot Financial Planning. 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.

About the Role

Level: 1

Contract: 12 month FTC

Department: Operations - Client Onboarding and Maintenance

Location: - Senator House, London

The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening and maintenance of client accounts.

The role involves process ing account openings and amendments for a wide range of client types and products including General Investment Accounts, ISAs, SIPPs, Offshore Bonds, Trusts, Charities, Corporates, and QROPS.

Key Responsibilities:
• Onboard c lient accounts to the firm's core investment management system (Figaro) .
• Quality check peer's submissions .

Monitor departmental mailbox and update a wide range of client static data points.
• Collaborate with Front Office teams and other Operations teams to ensure timely resolution of issues.
• Identify opportunities to improve processes and efficiency.

About You
• Previous experience in an operations role within Financial Services preferred.
• Familiarity with CRM systems (e.g., WDX, Figaro) and intermediate MS Excel skills.
• Strong attention to detail, organi s ational skills, and ability to manage priorities.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Investment Operations Certificate desirable but not essential.

#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.

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.