Customer Service Administrator

About The Business

Quilter plc is a leading wealth management business, committed to helping create brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as at 31 March 2026) and provides a comprehensive adviser and customer offering spanning financial advice, investment platforms, multi‑asset investment solutions and discretionary fund management.

The business is comprised of two segments:

• Affluent – financial planning (Quilter Financial Planning), the Quilter Investment Platform and Quilter Investors.
• High Net Worth – discretionary fund management (Quilter Cheviot) and Quilter Cheviot Financial Planning for private clients, charities, trustees and professional partners.

Our foundations are rooted in extraordinary expertise and a commitment to continuously modernise and become even more customer‑centric. We encourage bold ambition, innovative thinking and a willingness to challenge and evolve everything we do.

Level: 2

Department: Adviser and Client Servicing

Location: Southampton

Contract Type: 6‑12 month FTC (start within 4 weeks after interview)

Salary: £25,500 plus fixed‑term allowance of £1,544.85 per annum

This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will administer their policies, answer queries, respond to complaints, help them set up accounts and find solutions for financial products they need.

The role involves supporting a variety of business areas, including new clients’ pensions, investments, money‑in, money‑out, transfers and various other departments. You will prepare letters and other financial documents with excellent attention to detail and communication skills.

You will ensure all adviser requests are processed within a timely manner, in line with our Service Level Agreements, and will do so efficiently and professionally via phone and email.

• You have previous administrative experience and proficiency in Microsoft Office, especially Excel and PowerPoint.
• You display exceptional organisational skills, prioritising workloads and meeting deadlines.
• You are adept in verbal and written communication, accurately recording and interpreting report data to contribute to team efficiency.
• You take personal responsibility for consistently delivering high‑quality work, embody a proactive approach and apply problem‑solving skills in day‑to‑day duties.

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring no applicant encounters less favourable treatment based on any factor other than skills, qualifications, experience and potential.

Do the right thing: Act with integrity and strive to exceed client expectations.

Always curious: Continuously seek new ideas and knowledge to anticipate client needs.

Embrace challenge: Transform potential into meaningful outcomes with ambition and growth mindset.

Stronger together: Collaborate, listen, support each other and challenge new ideas to create impactful decisions.

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme:
  All employees eligible to participate.
• Pension Scheme:
  Non‑contributory company scheme, boostable through personal contributions.
• Healthcare Cash Plan:
  Available to Jersey employees.
• Benefit Allowance:
  Cash benefit allowance payable in lieu of some core benefits.
• Additional flexible benefits available to UK employees, payable via salary deduction.