{"id":2929537,"url":"https://alion.io/job/quilter-customer-service-administrator","title":"Customer Service Administrator","company":{"id":709168,"name":"Quilter","domain":"quilter.com","url":"https://alion.io/company/quilter-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":4,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-11-02T06:13:15Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Southampton, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":39000,"max_usd":92000,"period":"year","method":"role_country_seniority_unknown","sample_n":588},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"closed","first_seen_at":"2026-10-20T14:20:56Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-31T12:23:04Z","board_verified":false,"closed_at":"2026-10-31T12:23:04Z","days_open":10,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":10},"description":"About the Business\nQuilter plc is a leading wealth management business, committed to helping create brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as at 31 March 2026) and provides a comprehensive adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.The business is comprised of two segments:\nAffluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.\nHigh Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.\nAt Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues.\nOur business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!\nAbout the Role\nLevel: 2\nDepartment: Adviser and Client Servicing\nLocation: Southampton\nContract Type: 6-12 month FTC positions - (start date approximately within 4 weeks after interview)\nSalary: £25,500 plus fixed term allowance of £1,544.85 per annum\nThis is a critical role where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need.\nThe role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money-in, money-out, transfers and various other departments.\nExcellent attention to detail and communication is needed when preparing letters and other financial documents.\nYou will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.\nKeeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser.\nAbout You\nYou will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.\n\nYour exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines.\n\nAdept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.\n\nTaking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties.\n\nWe value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.\nDo the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.\nAlways curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.\nEmbrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.\nStronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.\nInclusion & Diversity\nWe value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.\nValues\nDo the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.\nAlways curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.\nEmbrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.\nStronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.\nCore Benefits\nHoliday: 182 hours (26 days)\nQuilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.\nPension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.\nHealthcare Cash Plan: Jersey employees only.\nBenefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.\nIn addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.","description_format":"text","description_chars":6695,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-20T14:20:56Z"},{"event":"close","at":"2026-10-31T12:23:04Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Business Mobility: Senior or Specialist Worker; Skilled Worker","cap_exempt":false,"checked_at":"2026-10-31T06:23:40+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":null,"pay":null,"html_url":"https://alion.io/job/quilter-customer-service-administrator","json_url":"https://alion.io/job/quilter-customer-service-administrator.json","meta":{"generated_at":"2026-11-02T07:09:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10061,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":709168},"rest":"https://alion.io/mcp/rest/get_company?id=709168"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fquilter-customer-service-administrator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fquilter-customer-service-administrator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fquilter-customer-service-administrator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/quilter-customer-service-administrator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fquilter-customer-service-administrator"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2929537}},{"tool":"search_jobs","arguments":{"company":"quilter.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2929537},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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