Fixed Term Contract Duration - 11 Months

What the Hiring Manager says

At Quilter Cheviot, we are committed to creating the opportunity for colleagues to build long and successful careers. Having personally joined this business as a trainee 30 years ago, I am particularly pleased to introduce our 2024 Quilter Cheviot Front Office Intern Programme, now in its second year, which will provide committed and talented individuals from all backgrounds the chance to break into the wealth management industry.

Our objective is to help you develop the skills, knowledge, and connections you need to succeed in this field; and for you to introduce fresh perspectives and diversity of thought and ideas to our business. We are committed to providing our interns with meaningful work, mentorship from our experienced team, and a supportive and inclusive workplace.

I look forward to welcoming our next cohort of interns and watching them develop over the 12-month period and, hopefully, beyond.

Andy McGlone, CEO

About the Role

As a 12-month intern with Quilter Cheviot, you will gain valuable hands-on experience in the world of investment management. Over the course of the internship, you will have the opportunity to rotate through three core departments, providing you with a well-rounded understanding of the company and its activities.

The 12-month contract will be located at our headquarters in London, however, upon successful completion of the internship, you may be offered a position within one of our front office teams, nationwide.

You will be exposed to the daily tasks and responsibilities associated with investment management, as well as working on challenging ad-hoc projects, allowing you to put your skills and knowledge into practice. The teams you will be joining are:

Front Office – the face of the company, responsible for interacting with clients, managing investments, and making strategic financial decisions.

In our Front Office teams, you will play a crucial role in supporting our investment managers. Your responsibilities will include assisting with portfolio reviews, day-to-day administration support, documenting client relationships, and preparing client presentations and reports. You may also have the opportunity to arrange and attend investment meetings with our clients.

Research – responsible for analysing financial markets, identifying investment opportunities and making recommendations to our Front Office teams. Time will also be spent with the Responsible Investment and Investment Risk teams to give exposure to all areas that support Research in their work.

Providing overall support to our Research teams, responsibilities include assisting with stock and fund analysis and supervised stock and fund research, developing and distributing research material and presentations, and ad-hoc administrative duties.

Operations – responsible for ensuring the smooth and efficient functioning of our operations, including trade processing and settlements, revenue management and account opening.

Beyond trade processing the wider Operations department consists of Valuations, Records, CASS Governance, Custody (processing client joiners and leavers) ISA Administration, Dividends, Corporate Actions, Operational Tax, MPS Administration and Cashiering.

At Quilter Cheviot, we value inclusivity and as an intern, you will be a part of our dynamic and supportive work environment. Throughout your internship, you will have the chance to connect and collaborate with colleagues and make lasting professional relationships.

About You

Our Front Office Intern Programme is open to candidates with or without a degree, all we request is that you have completed any studies prior to July 2024, when the programme starts.

As part of the programme, we will support you in obtaining Unit 1 of the CISI Investment Operations Certificate, the ‘Introduction to Securities and Investment’.

Should you then be successful in completing the programme and then go on to be offered a permanent role within the front office, you will be required to study towards the relevant qualifications to be certified in your role.

In addition, we also ask that:

• You have a passion for finance and investment management, with an eagerness to learn about our industry.

• You have excellent analytical skills, a keen attention to detail, and a curious mind.

• You have excellent written and verbal communication skills.

• You are a team player, with the ability to work effectively with colleagues across different departments.

• You have clear and concise communication skills to liaise effectively with various stakeholders and clients

• You are proactive, with a can-do attitude and eager to take on new challenges.

• You have a strong work ethic and want to grow your career in investment management.

• You are proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook etc.)

We are unable to provide sponsorship for this programme, and can only consider candidates who have right to work in the UK.

Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

#LI-VS1 #QuilterCheviot #QC

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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