Overview
Position Title: Client Delivery Support
Company: Quilter
Location: Salisbury,UK
Job Description:
The main purpose of busy role can be spread across the country and responsible for the outputs of Financial Planners, Paraplanners and Client Relationship teams.
Responsibilities:
- I’m looking for a driven, team-oriented individual who is passionate about supporting people thrive in their careers at Quilter.
- From colleagues just starting out in their career journey to seasoned professionals, your acute attention to the detail and superb organisation.
- skills will put you in good stead to administer and implement best in class wellbeing, learning and performance solutions; from colleague events and curation of digital learning through to providing .
- consultancy and learning needs analysis so that our people have the tools and support to achieve their career goals and dreams.
Requirements:
- Manage the required production to ensure profitability of QPCA in line with business plan and corporate objectives.
- Use appropriate systems and platforms to process and submit business to providers.
- Monitoring new business pipeline cases and chase them through to completion.