Posted on Jan 16, 2019 by Old Mutual Wealth
Are you looking for an opportunity to get exposure withing a Financial Planning environment? We have a 6 month fixed term contract to work within our Quilter Private Client Advisers office in Chester, working as part of the Central Valuations Team you will be supporting financial advisers with the annual review packs to support their face to face meetings with high net worth clients. For the right person there is scope to potentially move onto our Financial Planner graduate scheme or administration team.
Quilter Private Client Advisers (QPCA) are part of Intrinsic, the largest financial advice network in the UK and itself part of the Quilter Group, a leading provider of advice, investments and wealth management, with a portfolio of £118.1 billion of investments and over 900,000 customers worldwide. At QPCA we provide first-class financial advice to clients across the UK. Our aim is to secure their financial future by building long-term relationships with them and giving them advice they can trust. You won't just find diverse, talented and friendly teams here either. You'll also discover an inclusive culture and every opportunity for personal and professional development.
About the role
As part of the valuation team you will be involved in the delivery of review packs for the Financial Adviser's client meetings. A highly collaborative role working with providers and the financial advisers where on any given day you might find yourself helping to prepare client review/valuation packs, maintaining clients records or updating our admin and reporting systems.
The ideal people for these positions will be good listeners with great communication skills who enjoy working as part of a team but also using their initiative when the situation calls for it. The ability to work to tight deadlines is important too, and it goes without saying that you'll need a flair for providing great customer service. Dependable, collaborative and not afraid to question convention, you're enthusiastic and keen to learn and develop within a fast-paced environment.