Are you looking for an opportunity to get exposure withing a Financial Planning environment? Then 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.
About Us 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...
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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. About you 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. Benefits & working hours No matter what job you do you should feel valued and appreciated. That's why, in order to attract, motivate and retain the best people, we offer a very competitive total reward package, which enables our employees to share in the success they help to create. It includes a core Quilter funded package of rewards and benefits, and optional flexible benefits that you can add.
Holiday: between 24-30 days' holiday (depending on your job banding).
Annual bonus scheme: most employees are eligible to participate in our bonus scheme, based on the company's performance and their contribution to it.
Pension scheme: a non-contributory company pension scheme that can be boosted through personal contributions.
Car allowance: depending on your role you may be offered a car allowance.
Private medical insurance: couple's cover as standard with the opportunity to flex level of cover.
Life assurance: six-times your salary.
Health assessment: a company funded health assessment (depending on your grade).
Personal accident: 1x salary with the option to change the level of cover.
Income protection: 50% of salary with the option to change the level of cover.
Please note, the benefit package you receive will depend on your grade and what part of our business you work for.
Flexible benefits We offer a number of additional benefits which you can purchase through our salary sacrifice scheme. These include additional health care schemes for both you and your spouse, childcare vouchers, gym and parking discounts and the ability to buy and sell holiday - to give just a few examples.
Our office is open from 8am - 5pm. Everyone works a seven hour day (plus one hour for lunch)