About

About the BusinessQuilter 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 RoleLevel: 1 Department: Operations Location: London (Hybrid) Contract: Permanent The Client Onboarding and Maintenance Administrator plays a key role in ensuring the smooth opening, maintenance, and transfer of client accounts. The role involves liaising with Investment Managers and their teams across the business to process account openings, amendments, and transfers for a wide range of account types including General Investment Accounts, ISAs, SIPPs, Offshore Bonds, Trusts, Charities, Corporates, and QROPS. Key Responsibilities: • Review account opening documentation and create accurate client records in the CRM system. • Perform AML and due diligence checks on new accounts and accounts changing service. • Liaise with Pension and Offshore Bond providers to obtain permissions where required. • Assist with transfers in and out of client portfolios and administration of deceased client accounts. • Independently research and