Position Title: Client Delivery Support

Company: Quilter

Location: Southampton,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.


  • Preparing client review packs and ensuring these are complete and to the standard required.
  • Prepare application forms and liaise with providers to ensure that they are received and ensure that business is implemented as per the advice we have provided.
  • Track, chase and ensure fees payable to the business are paid.
  • Ongoing maintenance of client records on our in-house CRM system.


  • Provide support to Financial Planners to assist them in servicing clients to the highest standard.
  • Support the business in integrating new clients following the completion of acquisitions in to QPCA.
  • Ongoing administration of client records and all other associated client support services.
  • Developing and creating pathways for better Client Experiences/Outcomes.