Adviser Support Consultant

Job Description

What the Hiring Manager SaysThe National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Hub is currently made up of 12 employed advisers and 4 Adviser Support Consultants that cover a wide range of clients and responsibilities.As the hub is continuously evolving and the adviser headcount increasing, an additional Adviser Support Consultant is required to support the new advisers. You will work closely with your individually named advisers to offer a personable, fully supported service. This will involve building, developing and maintaining strong relationships with the advisers to enable them to be fully entrusted in the service provided.You will need to be able to adopt a one-on one approach with the advisers to establish their needs and identify pinch points. Previous financial services experience is ideal, but full on the job training will be given making this a fantastic entry route into a career with Quilter. -Adviser Support Manager About the RoleLevel: 2 Department: Quilter Adviser Support - The Advice Hub Location: Fully remote - Monday until Friday 35 hours per week Contract type: Permanent In this role, youll be responsible for various essential tasks to ensure the smooth functioning of our financial services operations. Your duties will include preparing client reviews, processing new business, and handling compliance and provider documentation for paraplanning. Youll also play a key role in obtaining fund values and information from providers, as well as collating and analysingclient data. One crucial aspect of your role will be to maintain the advisers pipeline, ensuring its consistently up to date and sufficiently recorded. Youll provide essential email support for advisers, becoming fully established with their clients and understandingtheir unique circumstances. Additionally, youll need to manage and organise your own workloads effectively while maintaining strong communication with advisers, keeping them fully informed at every stage of the process. 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 be successful in this role, you should ideally possess some prior knowledge or experience in the financial services industry. While working towards a Level 4 Diploma would be advantageous, its not essential for this role. Were looking for someone witha keen eye for detail, coupled with strong written and telephone-based communication skills. Being proactive and innovative in problem-solving is crucial, as youll encounter various challenges in this dynamic environment. Proficiency in Microsoft Office applications, including Word, Excel, and Outlook, is necessary to carry out your responsibilitiesefficiently. If youre someone who thrives in a fast-paced environment, enjoys working with data and communication tools, and is eager to contribute to the success of our team, wed love to hear from you. Join us in making a positive impact on our clients financial well-beingand advancing your career in the financial services sector. 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 financialfutures. In this ever-changing 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 creativitythat we need, to help us get there. We are passionate about building an inclusive culture where everyones 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 moreabout 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 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.