Quilter Cheviot
The Suitability Administrator provides dedicated administrative support to the Investment Management team, ensuring client suitability reviews and trigger-event assessments are prepared accurately and maintained in line with firm procedures. The role involves coordinating the end-to-end administration of suitability activity, preparing documentation, and maintaining audit trails while collaborating with Investment Managers and control functions. This position does not make investment recommendations but supports the process through meticulous record-keeping and client communication.
Headquarters
London, England, United Kingdom
Company Size
501-1000 employees
Founded
1771
Quilter Cheviot have been helping clients to help grow and preserve their wealth for over 250 years. Discover more about who we are and the services we offer.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Quilter Cheviot didn’t post a salary, so this is our estimate from similar listings.