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 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. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024). 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 The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening, maintenance, and transfer of client accounts. The role involves liaising with Investment Managers and their teams across the business to process account openings, amendments, and transfers for a wide range of account types including General Investment Accounts, ISAs, SIPPs, Offshore Bonds, Trusts, Charities, Corporates, and QROPS. Key Responsibilities: • Review account opening documentation and create accurate client records in the CRM system. • Perform AML and due diligence checks on new accounts and accounts changing service. • Liaise with Pension and Offshore Bond providers to obtain permissions where required. • Assist with transfers in and out of client portfolios and administration of deceased client accounts. • Independently research and maintain specialist data sets to support onboarding processes. • Collaborate with Front Office teams and Operations to ensure timely resolution of issues. • Identify opportunities to improve processes and efficiency. Skills & Experience: • 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, organisational 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 and AML qualifications desirable but not essential. About You You are detail-oriented, proactive, and adaptable, with a willingness to learn and improve processes. You demonstrate professionalism, respect, and teamwork, and understand the importance of compliance and operational excellence. #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. We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more. We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.