Wealth Administrator

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Job description

Due to expansion and growth, Quilter Private Client Advisers are currently recruiting for a Wealth Administrator to join our dynamic, fun and forward thinking team in Leeds. Our team supports Financial Planner across the country with all aspects of client support and product provider administrative work.

An experienced Wealth Administrator will have current/previous experience in a similar role and will be comfortable with supporting anywhere between 1-4 Financial Advisers/Financial Planners at any one time. You will be forward thinking and able to multi-task, keen to identify solutions and always ensuring that client outcomes are key.

Whilst working towards DipFA already would certainly be favourable, no qualifications are required in order to apply and we will always seek to support individuals with their qualifications in order to develop their career and learning.

This role will suit someone who fits all or some of the following criteria:

• Well-organised
• Excellent attention to detail
• Able to communicate and articulate well over both phone and email
• Strong IT skills

Work Location:

Most of our teams are currently still working from home, however we are seeking to return to a form of office working where appropriate before the end of the year. Whilst we won't always require our people to be in the office five days a week, there is likely to be a need to be in the Leeds office 1-2 days per week.