Fixed Term Contract Duration - 6 Months

What the Hiring Manager says

Joining Quilter at this moment offers an exciting opportunity. We have many different positions that require various skills. You don't need formal qualifications, as we are here to provide thorough training and mentorship if you're interested.

In this role, your main focus will be providing excellent customer service and helping out different teams in the company with their administrative tasks. Your role will be especially important during our busiest time of the year, the Tax Year End, where you'll help ensure customer requests are handled efficiently. Your commitment to your responsibilities is crucial in maintaining our excellent reputation in the UK operations.

As you work in this role, you'll learn a lot about different processes and gain valuable skills. At the same time, you'll be responsible for your results and how they affect the team.

Each role we offer plays a big part in Quilter's success. This is a great opportunity to start your career in the Financial Services sector.
It's important to mention that our interview process is one stage based on competency and value questions and also includes a numerical and visual accuracy assessment.

About the Role

Level: 1

Department: Platform – Quilter Business Services

Location: Southampton – Office based

Contract type: Fixed Term Contract, 35 or 40 hour contracts available (no weekend work)

Contract Duration: 4-6 months

As a Customer Service Administrator, you have a key role in representing our organization. Your tasks are essential for keeping customers happy, including managing policies, resolving queries quickly, and helping with account setup.

Your work covers many aspects of our business, like handling new client pensions, investments, money transactions, and working with different departments. Paying close attention to details and communicating effectively is vital, especially when you're entering data or looking at financial documents.

Your dedication to keeping our service standards high is crucial. You'll be responsible for handling all client requests efficiently and professionally, following our service agreements.

Your commitment to providing excellent service over the phone and through email will enhance our clients' experience.

Knowing our products and services well is a must. This knowledge will help you provide the best solutions to our clients.

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.

We're looking for someone with a lot of administrative experience, especially in Microsoft Office, particularly Excel and PowerPoint. Your skill with these tools is important for the daily tasks you'll handle.

You're exceptionally organized. You're known for managing tasks effectively, always prioritizing the most important ones, and meeting deadlines with precision.

Your communication skills are excellent, both in writing and speaking. Your ability to capture and understand data accurately is important for our reports.

What sets you apart is your commitment to excellence. You take personal responsibility for delivering work of the highest quality. This commitment is backed by a proactive mindset, helping you handle challenges as they come up.

Your friendly and adaptable nature makes you a valuable team member, and you genuinely enjoy helping others. Your focus on the customer is at the heart of how you work.

This role does involve occasional phone conversations with our clients and advisers. Your comfort and proficiency in phone calls, along with your excellent phone etiquette, are essential for this position.

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 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 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.

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Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.