Service Delivery Support - Carlisle, United Kingdom - Quilter

Quilter

Verified Company

Carlisle, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

What the Hiring Manager Says

An exciting opportunity for an individual has arisen within the National Service Delivery Team supporting Clients and Financial Planners across the country in collating plan information and preparing review valuations.

I am proud to be part of Quilter and would like you to play a part in its continued success and be part of the team that deliver on our customer promises and support our Financial Planners to deliver quality holistic financial advice.

You will need to be dedicated and willing to work hard and in turn we will support you with your training, an enthusiastic and supportive team environment together with a competitive salary and benefits package.

We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.

Olivia Malpas - Service Delivery Manager

About the Role

Level:
Level 2

Department:

QPCA

Location:
Carlisle, England

Contract Type:
Permanent

As a Service Delivery team member, you will be playing a critical role in updating our back-office Client Relationship Management system: Xplan.

Your role will involve gathering plan information from providers and updating Xplan.

You will use a variety of other online tools and platforms using a variety of other tools and platforms to perform your day to day activities.

Our Financial Planner provide holistic financial planning to all our clients, so an understanding of the different types of investments, pensions and protection plans is desirable but not essential.

We will provide full training and development, so you will build an understanding of these areas.

The above will enable you to produce a high-quality review documents for our financial advisers to present to clients in their annual or half-yearly review meetings.

You will work very closely with all our Financial Planners and the current Service Delivery team supporting them.

The team have a vast experience and knowledge and are extremely approachable to support you in learning our processes and procedures.

Once you have been trained fully on these areas you will have the opportunity to support and learn more about the advice process with supporting the wider Service Delivery team.

You will be required to ensure all work is completed within the required timescales to meet both internal Serviced levels and Financial Conduct Authority (FCA) guidelines and procedures.

You will also be expected to develop knowledge around Quilter's risk landscape, how that impacts your team and the work that you perform.

Additionally, you'll be required to have a thorough understanding of Quilter Financial Planning (QFP) Treating Customer Fairly (TCF) philosophy and ensure your knowledge is up to date through the training we provide.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive.

If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

To succeed in this post, you will have extensive organisational skills, whilst also being able to pay attention to detail, especially when doing writing tasks.

You naturally have a curious mind and are proactive in problem solving and know how to be resourceful.

Multi-tasking comes as second nature to you and enables you to meet tight deadlines, whilst still having a positive attitude to build strong relationships with both internal and external stakeholders.

Lastly, working well in a team is important, specifically within the Client Delivery team as they are very close-knit and often collaborate to produce results.

Working individually and managing your own workload will also be required as part of the role.

Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures._
In this everchanging world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._
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._

LI-FD1

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme:
All employees are eligible to participate in our incentive scheme, based on the compa