Adviser Servicing Technician

Fixed Term Contract Duration - 10 Months

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). It has an 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 and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

Level: 2

Department: Adviser Servicing

Location: Southampton

Contract Type: 12 month FTC

Regulated/Non-Regulated:

This is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need.

The role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money‑in, money‑out, transfers and various other departments.

Excellent attention to detail and communication is needed when preparing letters and other financial documents.

You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.

Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser.

You will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.

Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines.

Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.

Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day‑to‑day duties.

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…