Client Transition Manager

TN United Kingdom; Greater London; Remote; GBP 40,000 - 70,000; Full time

Job description

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Client Transition Manager, england (home workers)

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Client:

Quilter

Location:

england (home workers), United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

09c3e3b338ff

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

What the Hiring Manager Says

At Quilter, we never stand still. Our foundations are rooted in our extraordinary expertise, trusted by hundreds of thousands of customers. We aim to stay ahead and make a greater difference to the communities we serve.

Our business is transforming, modernising, and becoming more customer-centric. If you want to bring new ideas, challenge, and evolve what we do, now is the perfect time to join us!

The Advice Hub is a key growth area within the Quilter Group, comprising Financial Planners and support staff providing ongoing financial advice to clients acquired through mergers. It’s a place where individuals can thrive, embrace digital, and deliver positive outcomes.

Head of Adviser & Client Support

About the Role

Level: Level 4

Department: The Advice Hub - Distribution

Location: England – Home Worker

Contract type: Permanent

The role involves coordinating client transitions into the Advice Hub, managing stakeholders, and ensuring minimal disruption during acquisitions. You will oversee pre- and post-acquisition activities, support resource planning, and contribute to process improvements.

Reporting to the Head of Adviser & Client Support, you will be part of the Advice Hub management team, working with advisers and external partners to deliver high standards of client transition.

Additionally, you will support leadership in planning future acquisitions and resource allocation.

The role is dynamic, with an emphasis on continuous improvement of client transition processes.

About You

We encourage applications from diverse backgrounds. Even if you don’t match all criteria, consider applying—you could be the perfect fit.

Core Skills:

• Project management and coordination
• Management of internal & external stakeholders
• Understanding of the advice framework & ongoing service delivery
• Data analysis & report writing
• Client relationship management
• Change management

Core Attributes:

The ideal candidate will have experience in financial services management or senior advisory roles, with a track record of delivering results, building relationships, and leading change.

• Delivery-focused, energetic, and driven
• Exceptional interpersonal skills
• Creative problem-solving, negotiation, and conflict resolution skills
• Data analysis and translating insights into outcomes
• Results-oriented with a focus on targets
• Confident in leading and managing change

Core Benefits

• Holiday: 26 days
• Incentive scheme based on company performance
• 10% non-contributory pension scheme
• Private Medical Insurance (single cover)
• Life Assurance: 4x salary
• Income Protection: 75% salary after 26 weeks

Additional flexible benefits are available, payable via salary deduction.