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Client Onboarding Administrator
RGH‑Global Limited —Blackpool
Handle queries from internal investment and advisory teams relating to the onboarding process, via telephone and email. Salary: £25,000 – £27,500 per annum.
£25,000 - £27,500 a year
Administrator
Quilter —Blackpool
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…

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financial administrator jobs near bispham, lan

Administrator

Quilter -
Blackpool

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Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Microsoft Word
Pension
Administrative support experience
Microsoft Office Suite
Data entry
Organisational skills
Communication skills

Full job description

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £141.9 billion in customer investments (as of March 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High 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.

At 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.

Our 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!

About the Role

Level: 2

Department: Quilter Financial Planning

Location: Blackpool, Hybrid

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

As an NHS Pensions Admin Support, you will provide essential administrative assistance to the NHS Pension Consultants and the wider team. Your role will focus on supporting the delivery of pension services, ensuring data accuracy, and maintaining smooth client and internal processes. Your attention to detail and organisational skills will be key to the team’s success.

Key Responsibilities:

Assist with client onboarding by preparing documentation and liaising with internal teams.
Gather, check, and input client information into internal systems.
Follow up with clients and third parties for outstanding paperwork or data.
Maintain regular communication with clients to provide updates on case progression (as directed).
Support the preparation of NHS pension analysis by collating relevant data.
Ensure all records are accurate and up to date.
Help monitor compliance with internal processes and regulatory requirements.
Provide general administrative support to the NHS Pension Consultant and team.

About You

We welcome applications from individuals who:

Experience in an administrative role, ideally within financial services, accountancy, payroll, or pensions.
Proficiency in Microsoft Office (Word, Outlook, Excel).
Strong organisational skills and ability to manage multiple tasks efficiently.
High attention to detail and accuracy in data entry.
Good written and verbal communication skills.
Confident in regularly communicating with customers over the phone.
Strong knowledge of NHS Pension Scheme processes.
Professional, reliable, and able to work well as part of a team.

#LI-FD1

#Quilter

Inclusion & Diversity

We 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.

Values

Do 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.
Always 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.
Embrace 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.
Stronger 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.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In 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.

Apply Now

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Business Support Officer| Permanent| Full-Time

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Divisional Officer

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