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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and reporting skills, with proficiency in Microsoft Word and Excel for document creation and data management. Possesses a solid understanding of the financial services industry, including investments and pensions, while maintaining high standards of accuracy and compliance.
Highest-signal resume keywords
Attention To DetailReport ProductionMicrosoft Excel ProficiencyClient Relationship Management (CRM)Financial Services Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Report ProductionData HandlingInformation ManagementAnalytical SkillsNumerical Skills
Soft Skills
Interpersonal SkillsCommunication SkillsProblem-Solving SkillsAbility To Learn QuicklyAbility To Manage Changing Priorities
Tools & Technologies
Microsoft WordMicrosoft ExcelXPlanCRM Systems
Industry Keywords
Financial ServicesInvestmentsPensionsProtection ProductsFCA Guidelines
About the role
Key responsibilities & impact- Produce high-quality review reports to support Financial Planners and their clients
- Plan weekly allocated review report tasks
- Gather plan information from product providers online, by phone or in writing
- Develop detailed reports using tools, research technology and online resources
- Update the back-office Client Relationship Management system (Xplan)
- Check work accuracy
- Hand completed work to Financial Planners
- Manage queries from wider support teams regarding reviews due or in progress
- Collaborate closely with Financial Planners, regional support teams and the wider Service Delivery team
- Support and learn more about the advice process after training
- Contribute to wider team initiatives and projects
- Complete work within internal service levels and FCA guidelines and procedures
- Develop knowledge of Quilter’s risk landscape and its impact on team activities
- Produce high-quality review documentation contributing to positive customer outcomes
Requirements
What you’ll need- High levels of attention to detail and accuracy
- Strong written, numerical and analytical skills
- Proficient in Microsoft Word and Excel for document creation, data handling, reporting and information management (preferred)
- Comfortable using CRM and other technology systems; XPlan experience preferred but not essential
- Experience producing accurate, detailed reports or documentation and managing information to a high standard
- Ability to handle sensitive information accurately and professionally while maintaining quality and compliance standards
- Excellent interpersonal and communication skills
- Confidence communicating professionally with providers, advisers and colleagues by phone and email
- Ability to work at pace and manage changing priorities
- Confident use of various systems and technology platforms
- Strong problem-solving skills
- Ability to learn quickly and apply knowledge gained through training and experience
- Experience or knowledge of working with financial product providers and/or advisers (preferred)
- Financial Services industry knowledge or experience, including investments, pensions and/or protection products (preferred)
Benefits
Comp & perks- 182 hours holiday (26 days)
- Quilter Incentive Scheme
- Non-contributory company pension scheme, boostable through personal contributions
- Private Medical Insurance, with options to include partner or children
- Life Assurance: 4x salary
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence
- Healthcare Cash Plan (Jersey employees only)
- Flexible benefits for UK employees, payable via salary deduction