Service Delivery Operations Administrator

Job Description

What the Hiring Manager SaysAn exciting opportunity for an individual has arisen within the National Service Delivery Operations Administration Team supporting Clients and Financial Planners across the country in processing various administrative and operational support tasks. 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 activitiesthat broaden skill sets that enable our people to move on to their next role. Your role may require office attendance and interaction/collaboration with regional teams and colleagues from one of the following QCFP offices: Birmingham, Leeds, Chester, London, Exeter or Carlisle About the RoleLevel: Level 2 Department: Quilter Cheviot Financial Planning Location: Hybrid Working - Birmingham, Leeds, Chester, London, Exeter or Carlisle. Contract type: Permanent As a Service Delivery Operations Administration Team member, you will be playing a critical role in updating our back-office Client Relationship Management system: Xplan. Your role will involve processing changes to client service levels, in particular clientswishing to remove ongoing service or disengage completely, as well as updating client details and a variety of other administrative tasks. You will use a variety of other online tools and platforms using a variety of other tools and platforms to perform yourday-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 willbuild an understanding of these areas. You will work closely with all our Financial Planners and the regional teams supporting them. 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. The team have a vast experience and knowledge and are extremely approachable tosupport you in learning our processes and procedures. You will be required to ensure all work is completed within the required timescales to meet both internal Service Levels (SLAs) and Financial Conduct Authority (FCA) guidelines and procedures. You will also be expected to develop knowledge around Quiltersrisk landscape, how that impacts your team and the work that you perform. Additionally, youll be required to have a thorough understanding of Quilter Financial Planning (QFP) Treating Customer Fairly (TCF) philosophy and ensure your knowledge is up to datethrough the training we provide. About YouApplications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you dont 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 completing written work.
• You will have previous administration experience from ideally a financial services organisation.
• You will be confident in Microsoft Office, in particular Excel
• 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.
• Working individually and managing your own workload will also be required as part of the role.
• Lastly, working well in a team is important, specifically within the Service Delivery team as they are very close-knit and often collaborate to produce results

#LI-VS1 #QCFP Core Benefits Holiday: 26 days Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the companys performance and their contribution to it Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions Private Medical Insurance: Single cover as standard, cover can be increased at your own cost Life Assurance: 4x your salary, cover can be increased at your own cost Income Protection: 75% of salary payable after 26 weeks of absence In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.