Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.About the Role
Level: Level 1
Department: Quilter Cheviot
Location: London
Contract type: Fixed Term Contract
Contract Duration: 9 months
The Cashiers Team are responsible for the prompt and efficient processing of all client money receipts and payments through client money bank accounts administered by the firm; and the accurate recording of payments and receipts in the firm’s books and records; in accordance with internal policies and procedures & in compliance with regulatory rules (FCA, CBoI and JFSC).
The successful candidate will be responsible for:-
- Making Client/Market payments using various Banking systems
- Posting incoming cash to Client’s accounts
- Analysing reconciliations and taking appropriate actions
- Paying in daily cheques
- Preparing Client payments
- Dealing with queries
Consumer Duty
This role will directly impact good customer outcomes by ensuring that the correct payments and receipts are applied to client accounts.
Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by applying the correct payments and receipts to client accounts.
About You- The successful candidate will have an excellent eye for detail and be able to handle tasks with thoroughness and accuracy.
- They will be able to communicate clearly and listen effectively.
- They should be able to construct written communication concisely, using the appropriate grammar, style and language.
- They should assist the team in developing and maintaining appropriate internal business relationships, using the appropriate communication method.
- The candidate would preferably be confident with Microsoft Outlook, Excel & Word on an intermediate level or higher.
#LI-VS1 #QC
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Healthcare Cash Plan: Jersey employees only.
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 to UK employees that you can choose from and pay for conveniently via a salary deduction.
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What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation. The businesses within our group aim to provide high quality products and services for the whole of your investment journey
