Wealth Management Client Relationship Specialist – Hybrid

Quilter Cheviot is seeking a proactive Client Relationship Assistant in the Advice team, with hybrid work in London or Birmingham. You will support Financial Planners, prepare high-quality meeting packs and recommendation reports, and handle new business submissions with Quilter Investment Platform, guiding cases to correct implementation.

You will maintain accurate client records on the X-Plan system, communicate with clients by telephone and email, and uphold the Treating Customers Fairly

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