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Provide administrative support to NHS Pension Consultants and the Quilter Financial Planning team. Tasks include client onboarding, data entry and validation, following up for outstanding paperwork, maintaining records, preparing pension data for analysis, monitoring compliance with internal processes, and regular client communication as directed.

Supports Investment Managers with client account administration, including account opening and closure, payments, valuations, statements, investment proposals, reporting, correspondence, and suitability documentation. Handles telephone and email queries from private clients, advisers, and internal teams while maintaining compliance and accuracy. The role is primarily onsite in Edinburgh, with full training provided and potential progression based on performance.

Join Quilter Academy for a structured training program to become a qualified financial adviser. Seek individuals with strong interpersonal skills, analytical thinking, and a commitment to building client relationships. Requires strong networking skills and self-employment motivation.

Provide administrative support to two Investment Managers: prepare client suitability checks and documentation, maintain CRM and client records, produce reports and correspondence, handle client queries/payments, manage meetings and mail merges, and ensure compliance with internal policies.