Investment Administrator
About the job
- A high level of accuracy, discretion and professionalism when handling client information and correspondence.
- A calm, professional and personable telephone manner.
- Good written communication skills, including the ability to draft clear emails and letters.
- Ability to prioritise effectively and manage several tasks at once.
- Comfort working in a busy environment, particularly during quarter-end, tax year-end and other peak periods.
- Good judgement, including knowing when to resolve a query within the role's remit and when to seek guidance or escalate.
- Ability to manage recurring tasks proactively and follow matters through to completion once familiar with the role.
- Good working knowledge of Microsoft Office, particularly Word, Excel and PowerPoint.
- Ability to integrate quickly and contribute effectively with limited supervision after a short orientation period.
- Previous experience in wealth management, investment management, financial planning or a similar field is strongly preferred, but is not required.
- Experience in a similar support role within wealth management, investment management, financial planning or another professional services environment, or a strong track record in an administrative role in another professional sector with transferable skills.
- Act as a first point of contact by email and telephone for clients, financial advisers, support staff, professional services firms and other third parties.
- Respond promptly and professionally to queries, using internal systems and liaising with the Investment Manager, support colleagues and relevant internal teams where needed.
- Speak to high-net-worth private clients to respond to administrative queries or confirm data changes.
- Support the full lifecycle of client accounts, including new account opening, ongoing administration, client data updates and account closures, ensuring processes are completed accurately and in line with internal procedures.
- Prepare presentation packs for client meetings, including collating performance data and updating figures, charts and supporting information.
- Process suitability reviews through the CRM system, ensuring Know Your Client (KYC) information is accurately recorded and assisting with follow-up suitability letters.
- Assist with withdrawals, changes of service, standing order changes, address changes and other account amendments.
- Prepare account valuations, statements, investment proposal documentation and new account paperwork.
- Manage electronic completion of application forms using Adobe DocuSign.
- Support clients or advisers with access to the online portal.
- Save communications and documents accurately to internal systems.
- Draft and respond to client correspondence, including emails and letters.
- Provide support to other Investment Managers or team members where required.
- Experience with systems such as Figaro, CRM or similar platforms is helpful but not essential.
- Relevant industry qualifications are welcomed but are not required.
About the company
Quilter provides wealth management and financial planning services in the United Kingdom. It helps people manage investments, pensions, and savings across the entire investment journey, offering products such as investment portfolios, financial advice, and retirement planning through a broad set of services. The company stands out by serving as a large, established UK provider with a wide range of products tied to every stage of a client’s financial life, aiming to support clients through education and guidance as their money grows. Quilter’s goal is to create brighter financial futures for every generation.
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
2007
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Simplify's Take
What believers are saying
- H1 2026 adjusted pre-tax profit rose 12% to £112 million.
- H1 2026 core net inflows hit a record £6.0 billion, boosting AuMA to £157.4 billion.
- Phoebe Barter's 2026 brand hire and Justin Towlson's sales role signal harder market push.
What critics are saying
- AJ Bell, Nucleus, Transact, and St. James's Place attack Quilter's adviser and platform share.
- December 2025 fee reforms and January 2026 restricted-only changes risk adviser defection.
- If Targeted Support underwhelms, Quilter's growth story loses its main regulatory catalyst.
What makes Quilter unique
- Quilter combines advised platform, Quilter Cheviot DFM, and Quilter Invest under one roof.
- Its April 2026 Targeted Support permission widens reach beyond full advice clients.
- PIMCO partnership and 2026 digital board hires strengthen product and technology execution.
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Health Insurance
Life Insurance
Disability Insurance
Company News
Canaccord taps Quilter executive for wealth planning expansion. Canaccord Wealth has hired former Quilter executive Adam Smith as chief operating officer of its wealth planning division, as it pushes ahead with plans to grow its advice offering. Smith spent two years at Quilter, leading the firm's advice transformation programme. Prior to that, he served on Fairstone's executive committee for six years,and was responsibile for discretionary investment management arm Fairstone Private Wealth. He has also held senior roles at Intrinsic, Cofunds and Legal & General. In his new role, Smith will focus on improving operational efficiency, enhancing the client experience and supporting the continued development of Canaccord's wealth planning business. Managing director Duncan Stratford said the appointment would help the firm build on investment already made in its integrated wealth management proposition.
Nucleus Financial Platforms appoints Quilter's Dave Reynolds. 30 Sep 2026 Reading time: 2 minutes Nucleus Financial Platforms has announced the appointment of Quilter's Dave Reynolds as chief technology officer. Reynolds will join from Quilter at the start of January and will be part of the group's executive committee, replacing Jenny Thorpe who will leave at the end of 2026 to take up a new opportunity. Nucleus is extending the remit of Reynolds role to include transformation and change, as well as technology, across the group. He has more than two decades of senior-level experience working globally in the financial services sector. He's currently group chief information officer at Quilter and was previously group chief technology officer for eight years. During his time at Quilter he's driven the group technology strategy and was responsible for overseeing significant system modernisation and operational improvement. Richard Rowney, Nucleus Group chief executive, said: "The fact we can attract someone of Dave's experience is a sign of how far our group has come. He's an exceptional leader with the skills and acumen that will make a real difference to our operation, and his proven track record of delivering large-scale technology and transformation programmes will help drive our ambitious plans forward. "This is an exciting time as we continue to invest heavily in our technology so we can deliver improved service to advisers and better financial outcomes for customers. "I'd like to thank Jenny Thorpe for her excellent leadership and contribution to our strategy and delivery over the past four years. I've thoroughly enjoyed working with her and wish her well for the future." Dave Reynolds, incoming chief technology officer, said: "I'm pleased to be joining Richard and the wider Nucleus team at this exciting time. What they're building is one of the success stories of the sector, a scale leader that's growing, profitable and delivering for its stakeholders. "I look forward to getting started and to playing my part in helping drive the next phase of its journey." The appointment is subject to regulatory approval.
Quilter signals growth intent with hire of Aviva marketing director. The marketer joins as the wealth management company looks to be "the leading destination for financial planning in the UK". Phoebe Barter, currently group brand director at Aviva, is set to join wealth management business Quilter as brand and marketing director. Barter will join Quilter at the end of the year, reporting to the organisation's chief customer and operations officer, Jo Harris. She will lead Quilter's brand and marketing function, with responsibility for brand strategy, marketing communications, adviser and customer marketing and events. Commenting on the appointment, Harris says Barter's expertise will help the brand take its "ambition to the next level", as the company continues to build momentum behind its 'Money Needs a Plan' brand platform, which aims to encourage more people to engage with their finances, move from saving to investing where appropriate, and benefit from purposeful planning and professional financial advice. "Phoebe is one of the most experienced brand leaders in financial services and I'm delighted to welcome her to Quilter. Her track record of building trusted, customer-focused brands will be a tremendous asset as we continue to grow," Harris adds. She also claims there is a "clear ambition for Quilter to become a household name and the leading destination for financial planning in the UK". Barter brings more than 20 years of experience in brand, marketing, communications and sponsorship across financial services to Quilter. Prior to her five- year tenure at Aviva, she held senior brand director roles at Barclays for eight years and American Express for almost ten years, after she started her career at Mastercard in 2003. On her latest appointment, Barter says she's "excited to join Quilter" and work with colleagues across the business to "continue building a brand that stands out, creates impact and helps more people benefit from financial advice". "The business has a clear purpose, a strong growth strategy and a hugely relevant proposition at a time when more people are looking for confidence and clarity in their financial lives," she adds. At Aviva, she helped to roll out the business' brand refresh in 2024. At the time, she said the focus of her role was to "turbocharge the success that was already there" through research and evolution, as it had also undergone a brand relaunch in 2021 under her predecessor Raj Kumar.
The Openwork Partnership boosts growth strategy with senior leadership appointments. Willem van Rooy will join as director of mergers, acquisitions and succession, while Aidan Chavasse will become CFO at Omnis Investments from January 2027. The Openwork Partnership has made two senior leadership appointments to support its growth strategy. Willem van Rooy (pictured, left) will join as director of mergers, acquisitions and succession at the start of 2027. He will lead the strategic investments team, focusing on acquisitions and helping advisers and firms across the network with succession planning. Van Rooy joins from Quilter plc, where he was mergers and acquisitions director. Aidan Chavasse (pictured, right), currently strategic investments director at Openwork, will become chief financial officer (CFO) at Omnis Investments from January 2027. Chavasse has held several senior finance and strategy roles across Openwork, including interim chief financial officer and head of finance and strategy. van Rooy said: "There is a significant opportunity to use M&A to drive inorganic growth and succession across the Partnership. "I am excited to join at a point where there is real ambition to build a disciplined, scalable acquisition capability and to work with the team to turn that ambition into meaningful growth." Chavasse said: "I am incredibly proud of what The Intermediary has achieved in the Strategic Investments team. "Its initial work has delivered strong successes and set the Partnership up to excel in this space to function as a key lever in its growth journey. "Equally, I am incredibly excited to be stepping into this new role at Omnis as it too takes on a pivotal stage in its evolution and growth." Rob Barker, CEO at the Openwork Partnership, said: "Supporting advisers through strategic investments remains central to Openwork's ambition of becoming the UK's leading financial advice network. "Willem's record of building and executing acquisition strategies on a scale makes him the ideal person to lead that work. I look forward to welcoming him to Openwork. "Aidan has already demonstrated the rigour, commercial acumen and leadership needed to deliver some of the Partnership's most significant strategic initiatives, and he will bring those same strengths to Omnis as it enters its next phase of growth and development."
The Openwork Partnership bolsters growth strategy with senior leadership appointments. 24/08/2026 * Willem van Rooy joins from Quilter plc to lead Openwork's Strategic Investments team, as Aidan Chavasse becomes CFO of Omnis Investments. London, 24 August 2026 - The Openwork Partnership ("Openwork"), one of the UK's largest financial advice networks, today announces two senior leadership appointments across the Group, as it strengthens its acquisition, succession and investment capabilities to support the next phase of its growth strategy. Willem van Rooy will join Openwork as Director of Mergers, Acquisitions & Succession, taking up the role at the start of 2027. He will lead Openwork's Strategic Investments team, supporting the Partnership's development through strategic acquisitions and helping advisers and firms across the network navigate succession opportunities. Supported by Openwork's partnership with Bain Capital, the team has already made considerable progress in 2026, including the acquisition of West Midlands Mortgage Centre, a valued part of the Openwork network for more than 20 years. Willem joins from Quilter plc, where, as Mergers & Acquisitions Director, he led the development of the group's acquisition and integration framework and executed multiple transactions with a combined value of more than £2 billion. He brings over two decades of financial services experience to the role. As part of the changes, Aidan Chavasse, Openwork's current Strategic Investments Director, will take on the new role of Chief Financial Officer at Omnis Investments, which manages £11.4 billion in assets, from January 2027. Aidan has held several senior finance and strategy roles across Openwork, including as Interim CFO and Head of Finance & Strategy. His appointment comes at an exciting time for Omnis as it continues to evolve its proposition and executes on an ambitious growth plan. Rob Barker, CEO at The Openwork Partnership, said: "Supporting advisers through strategic investments remains central to Openwork's ambition of becoming the UK's leading financial advice network. Willem's record of building and executing acquisition strategies on a scale makes him the ideal person to lead that work. I look forward to welcoming him to Openwork. Aidan has already demonstrated the rigour, commercial acumen and leadership needed to deliver some of the Partnership's most significant strategic initiatives, and he will bring those same strengths to Omnis as it enters its next phase of growth and development." Willem van Rooy, incoming Director of Mergers, Acquisitions & Succession at The Openwork Partnership, said: "There is a significant opportunity to use M&A to drive inorganic growth and succession across the Partnership. I am excited to join at a point where there is real ambition to build a disciplined, scalable acquisition capability and to work with the team to turn that ambition into meaningful growth." Aidan Chavasse, incoming CFO of Omnis Investments, said: "I am incredibly proud of what we have achieved in the Strategic Investments team. Our initial work has delivered strong successes and set the Partnership up to excel in this space to function as a key lever in our growth journey. Equally, I am incredibly excited to be stepping into this new role at Omnis as it too takes on a pivotal stage in its evolution and growth." About The Openwork Partnership Openwork Limited is one of the UK's largest and longest-established financial advice networks, supporting nearly 5,000 advisers across 800+ firms across Openwork, 2plan, and Owl Financial. Covering the full spectrum of advice, from protection, mortgages, wealth planning, and investments, Openwork Limited help advisers grow their businesses and deliver outstanding advice to clients. Its network is built on partnership and collaboration. From support with recruitment, through to growth, succession and renewal, Openwork Limited enable its network firms to build and grow successful, sustainable practices and focus on delivering the best possible advice to their clients. This includes access to its proprietary investment proposition, Omnis Investments, the Openwork Business School, a dedicated platform to support recruitment, training and professional development across the network, and its 800+ strong central team which offers expert support in areas such as compliance, technology, marketing, and operations. The Openwork Group is majority-owned by the Openwork Partnership LLP with Bain Capital and its employees holding minority stakes. Media contact Hamza Farooq Senior External Communications Manager The Openwork Partnership