Address Fixed Term Contract Duration - 12 Months
The role and associated tasks will be varied and will give the successful candidate wide exposure to a range of different regulated led activities.
This role will supply fantastic learning opportunities and supported by training and regular check-ins.
What the Hiring Manager says
I’m looking for a candidate who possesses strong organisational skills, attention to detail, and the ability to multitask effectively. The ideal candidate will be proactive and collaborative individual who can effectively manage multiple tasks and deadlines in a fast-paced environment. The role and associated tasks will be varied and will give the successful candidate wide exposure to a range of different regulated led activities.
This role will supply fantastic learning opportunities and supported by training and regular check-ins.
- Financial Promotions Manager
About the Role
Level: 2
Department: Quilter Financial Planning – Admin and Support
Location: Southampton – Hybrid working, 1-2 days in the office
Contract type: Fixed Term Contract – 35 hours per week, Monday until Friday
Contract Duration: 12 Months
As an Administrative Assistant in our finance-focused team, you'll play a crucial role in ensuring smooth operations and providing essential support.
Your responsibilities will include coordinating, monitoring, and distributing daily and weekly service level updates, as well as handling ad hoc management information requests with efficiency and precision.
Additionally, you'll manage automation elements to streamline processes, supporting both your manager and the wider department as needed. Maintaining our team's Standard Level Agreement (SLA) while offering guidance and assistance to advisers wishing to gain approval or guidance on their advertising or stationery material, ensuring quality standards are consistently met.
You'll also play a vital role in monitoring the Financial Promotion Mailbox, ensuring timely responses and effective communication across the team.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
In this role, your excellent organisational and planning skills will be essential for managing a diverse range of tasks effectively. Your keen attention to detail will ensure accuracy and precision in all your work, while your strong interpersonal and communication skills, both written and verbal, will enable seamless collaboration with colleagues and stakeholders.
Your analytical skills will be put to good use in producing and monitoring management information, contributing to informed decision-making. Flexibility and adaptability are also key traits, as you'll need to react swiftly to adviser support demands, manage workload efficiently, and adjust priorities as needed.
Developing and nurturing positive working relationships with key stakeholders will be fundamental to your success in this role, fostering a collaborative and supportive environment.
With 2-3 years' experience in a retail financial services environment, along with a solid working knowledge of Word, Excel, and Outlook, you bring valuable expertise to the team. Your IT literacy, coupled with a strong attention to detail and understanding of risk indicators, will be invaluable assets.
While a basic understanding of regulatory frameworks such as FCA, RDR, MMR, MCD, MiFID II, and GDPR is preferred, your commitment to consumer duty and adherence to industry standards will be central to your contribution to our team's success.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
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Core Benefits
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.
