What the Hiring Manager Says

This is an exciting opportunity that sits within the Client Oversight and Support function of Quilter Cheviot, providing detailed analysis of our investment management team’s clients relationships and strategy recommendations. The successful candidate will be joining a well-established team of analysts in the
assessment of client files and interactions, identifying potential risks, and developing new standards for
the business. The QA Team is at the heart of the first line of defence having gained a reputation for raising the bar when it comes to client servicing by providing regular feedback and training to the front office.
I am look for an individual who will be comfortable and confident dealing with senior managers, investment managers and their support staff, and other departments throughout QC. This role offers insight into the front office as well as the first and second lines of defence, and there will be opportunity
for interdepartmental collaboration.

About the Role

Level: Level 2

Department: Quality Assurance

Location: London

Contract type: Permanent

The role will require someone with a keen eye for detail and the ability to work to deadlines. A reasonable understanding of the workings of a Discretionary Fund Manager would be useful to help frame how, why, and where we fit in the business however, Training will be provided as will a comprehensive induction program.

You will be responsible for assessing the work undertaken by our investment management teams, using a file review template and a rating system which feeds directly into the front office remuneration scheme. The work we do carries a high level of significance and helps identify any areas of concern, providing opportunity to suggest and implement changes to procedures and processes.

Key tasks will involve completing client file reviews and documenting the findings, reporting remedial actions to the responsible parties and tracking them to through completion. Any areas of concern will need to be escalated to the Quality Assurance Manager and appropriate senior managers.

You will be handling highly confidential and often sensitive data and will therefore have to ensure appropriate steps are taken to maintain this is processed in the correct manner.

The role may require you to attend various forums and working groups either alongside the QA Manager or as a representative of the team and therefore we are looking for someone who is adaptable and capable of interacting with various people from all levels of the business.

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.

To succeed in this post, you will need to be highly organised, proactive, and assertive. You should have the ability to manage and prioritise your workload independently and take ownership and responsibility of it.

The nature of the industry and role is one that is fast paced and dynamic. Therefore, we are looking for an individual with the ability to meet tight deadlines, the ability to multi-task and adapt to change quickly. You will also possess excellent written skills and high attention to detail.

We are seeking someone who has a positive and professional attitude with the ability to build strong internal and external relationships. The candidate should have excellent demonstrable customer service skills and be confident in speaking to clients.

Strong IT skills and proficiency in using Microsoft packages is vital for the role as you will be dealing with the organisation and collation of management information and presentations. Ideally, we are looking for an individual that has experience working in a financial/investment based environment.

#LI-VS1 #QC #QuilterCheviot

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

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

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.