Operations Administrator

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalized service to private clients, charities, trustees, and professional partners. Quilter Cheviot has a presence throughout the UK, Ireland and Channel Islands as well as Dubai.
We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
If you want to play a part in shaping the future of our business, bringing new ideas and challenges then now is a great time to join us.
We see this as a good opportunity for someone looking to gain a broad understanding of the administrative processes within the Wealth Management industry. Working with and alongside various operational teams, our goal is to provide a high-quality and efficient service to both our clients and our investment management teams.
About the Role
We are looking for someone who can perform day to day administration tasks within an Operations team. Primarily the role will be to support investment managers in the administration of the ISAs under their management in accordance with the HMRC ISA regulations. Other responsibilities involve the monitoring of nominee transfers and overseeing the secure transfer of client cash.

You will be required to maintain good records for review by both management and auditors to ensure departmental procedures are being adhered to.

Responsibilities:

• Monitoring of cash balances across ISA accounts
• Verifying that client documentation is completed to an adequate level.
• Processing of deceased ISA additional permitted subscription requests.
• Assisting with annual ISA HMRC reporting.
• Completion and dispatch of ISA transfer history form to external providers.
• Ensure that the necessary checks relating to updating our books and records are completed appropriately.
• Liaison with other Operations teams and Investment management teams as necessary to complete tasks.
• To assist the Team Manager to ensure that the department provides an effective and efficient service.
• Adherence to appropriate CASS regulations.
• Additional ad-hoc tasks as required to include support within the operations teams.

Regulatory Obligations

Consumer Duty

Whilst this role is not directly customer facing, the duties you perform will contribute to the overall positive outcomes for our customers by ensuring their last interaction with the company is handled in an efficient and timely manner.

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.

• Prior experience working as part of a team within the Wealth Management industry desirable.
• Good knowledge of Microsoft Office required, particularly Excel

Attention to Detail

Handles tasks with thoroughness and accuracy.  Recognises and resolves errors.

Communication

Communicates clearly, listens effectively.  Written communication is concise and well presented, using appropriate grammar, style and language.

Time Management

Effectively balances priorities to meet agreed deadlines for individual and teamwork.  Demonstrates flexibility to adapt to changing business needs.

Teamwork

Serves as an individual contributor, suggesting new ideas and works well as a team member.

Decision Making

Accepts responsibility, solves problems, and makes appropriate decisions. When drawing conclusions, demonstrates resilient behaviour in the face of setbacks or pressure.

Corporate Focus and Behaviour

Develops basic knowledge of the industry and ensures individual work contributes to the success of the Company. Demonstrates initiative and capability within the role and shows potential for future development. Good operational knowledge of interdepartmental processes. Commitment to the values and goals of the Company, demonstrating pride in Quilter Cheviot’s brand. Develops credibility and integrity

within the business.

Client Focus (Internal and External)

Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.

Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.

Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.

Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

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

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.