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Quilter Cheviot has a heritage that dates back to 1771. As one of the UK's largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges.
Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £118.7 billion of investments on behalf of over 900,000 customers (as at October 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.
About the role
To be considered for this opportunity you will have the following:
Monitoring CREST settlement
Monitoring international settlement via global custodian
Administering redemptions and subscriptions to Unit Trusts
Administering Cofunds net settlement process
Identify, investigate and resolve all settlement issues and liaise with relevant stakeholders as necessary
Monitoring bank accounts and updating internal books and records to reflect cash movements at banks
Further key responsibilities can be found in the attached role profile.
We are looking for an individual with the following skills, knowledge and experiences:
Previous experience in private banking or wealth management
CREST and International settlement knowledge essential
FIGARO system experience preferable.
This is a high-volume desk with deadlines therefore the ability to work accurately under time pressure is crucial.
No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.
Core Benefits (Fixed Term Contract)
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.
At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.