Court of Protection - Business Development Manager

Quilter; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player seeks a highly collaborative professional to lead business development in financial planning and investment management. This role involves building strategic relationships with deputies and personal injury lawyers, enhancing service propositions, and ensuring alignment with target markets. The ideal candidate will possess strong presentation skills and a deep understanding of personal injury wealth management. Join a forward-thinking firm that values diversity and is committed to delivering exceptional client outcomes while fostering a supportive and inclusive environment.

Benefits

182 hours of holiday (26 days)

Quilter Incentive Scheme

Non-contributory Pension Scheme

Private Medical Insurance

Life Assurance (4x salary)

Income Protection

Flexible Benefits

Qualifications

• Proven track record with deputies and personal injury lawyers.
• Experience in business development and pitching.

Responsibilities

• Develop and execute the annual business plan for financial services.
• Collaborate on proposition design and promotion.

Skills

Business Development

Presentation Skills

Interpersonal Skills

Numerical Skills

Investment Management

Financial Planning

Education

Professional Qualifications in Investment Management

Professional Qualifications in Financial Planning

Job description

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today, it is one of the UK’s largest wealth management firms, offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We provide a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has a presence throughout the UK, Ireland, and the Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions, and discretionary fund management. Quilter plc is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).

If you want to play a part in shaping the future of our business, bringing new ideas and challenges, now is a great time to join us.

About the Role

Level: 5

Department: Distribution

Location: London - hybrid working

Contract: Permanent

You will be responsible for building the business plan for our integrated financial planning and investment management service for deputies and personal injury lawyers. Additionally, you will be the lead specialist in developing and pitching for business. Qualified in your own right, you will have deep expertise and empathy in dealing with end clients.

• Working with Heads of Business Development and key professionals across the business, you will develop and execute the annual business plan, identifying opportunities to expand our relationships with professionals in this field.
• You will collaborate on proposition design, pricing, and promotion of our services to deputies and personal injury lawyers, acting as our specialist spokesperson in the media.
• You will seek continual improvements to our proposition to maintain a market-leading position.
• You will bring together top specialists from regional and London offices to pitch for business, acting as the lead expert.
• You will be regulated to participate fully in the pitch process with end clients, working with investment managers and financial planners who will manage mandates and provide ongoing advice.
• You will help develop and deliver training on court of protection services across the business.

Consumer Duty

This role will directly impact good customer outcomes by identifying the appropriate target market and ensuring that propositions meet their needs. You will work with proposition teams to ensure alignment with target markets.

Senior Managers & Certification Regime (SMCR) Roles

This is a Certification role (Functions requiring qualifications).

About You

• Highly collaborative with significant gravitas.
• A proven track record in dealing with deputies and personal injury lawyers, whether as a lawyer, investment manager, financial planner, or in a related business development capacity.
• Business development experience, including pitching, with strong presentation and interpersonal skills.
• Numerical skills with an understanding of pricing within personal injury wealth management.
• Professional qualifications in Investment Management or Financial Planning, as specified by the relevant regulatory authority.

#LI-VS1 #QC

Inclusion & Diversity

We value diversity and promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, based on skills, qualifications, experience, and potential. We celebrate the contributions of a diverse workforce and foster a respectful, nurturing environment where everyone can thrive.

Values

• Do the right thing: We act with integrity and are committed to exceeding expectations in serving our clients and communities.
• Always curious: We seek new ideas and knowledge, encouraging experimentation to create innovative solutions for brighter futures.
• Embrace challenge: We aim high, transforming potential into meaningful outcomes through ambition and growth.
• Stronger together: We leverage diverse talents, communicate openly, support each other, and embrace new ideas, demonstrating ownership and trust in impactful decisions.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees can participate to incentivise business performance and contributions.
• Pension Scheme: Non-contributory scheme with options for personal contributions.
• Private Medical Insurance: Single cover as standard, with options to include partners or children.
• Life Assurance: 4x your salary.
• Income Protection: 75% of salary, less state benefits, after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.
• Additional flexible benefits: Available to UK employees via salary deduction.