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Sales Support Administrator
Quilter
Southampton, GBR
Contract, Temporary
Entry
Onsite
Discovered 3 days ago
Microsoft ExcelFE AnalyticsFNZ
Free
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Microsoft ExcelFE AnalyticsFNZ
Role Overview
Level: 2
Department: Distribution - Sales Support
Location: Southampton, United Kingdom
Contract Type: Fixed Term Contract / Secondment
Contract Length: 6 months
Regulated/Non-Regulated: Non-Regulated
You’ll work closely with multiple areas of the business, including Operations, Marketing, and Platform Specialists, while gaining insights into Quilter and how external stakeholders provide Financial Advice. Joining at an exciting time with the recent update to our flagship Wealth Select investment proposition and several propositional campaigns, you’ll have plenty to engage with as you support our Sales Consultants and Platform Specialists. Throughout this role, you will develop expertise in financial data analysis, platform navigation, regulatory compliance, and wealth management strategy, learning to analyse Excel-based financial data, resolve transfer payment issues, ensure DGT quoting accuracy, and enhance competitor comparisons.
Key Skills for This Role
Microsoft ExcelFE AnalyticsFNZ
Full Job Posting
About the Role
Level: 2
Department: Distribution - Sales Support
Location: Southampton, United Kingdom
Contract Type: Fixed Term Contract / Secondment
Contract Length: 6 months
Regulated/Non-Regulated: Non-Regulated
You’ll work closely with multiple areas of the business, including Operations, Marketing, and Platform Specialists, while gaining insights into Quilter and how external stakeholders provide Financial Advice. Joining at an exciting time with the recent update to our flagship Wealth Select investment proposition and several propositional campaigns, you’ll have plenty to engage with as you support our Sales Consultants and Platform Specialists. Throughout this role, you will develop expertise in financial data analysis, platform navigation, regulatory compliance, and wealth management strategy, learning to analyse Excel-based financial data, resolve transfer payment issues, ensure DGT quoting accuracy, and enhance competitor comparisons.
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