Court of Protection - Business Development Manager

Quilter Cheviot Ltd; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is seeking a Court of Protection - Business Development Manager to develop business plans and expand relationships with legal professionals. This hybrid role involves pitching services and improving offerings to maintain market leadership. The ideal candidate will have significant experience with personal injury lawyers and strong business development skills.

Benefits

26 days holiday

Incentive Scheme

Non-contributory Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Qualifications

• Proven experience with deputies and personal injury lawyers.
• Strong business development skills, including pitching.

Responsibilities

• Develop and execute the annual business plan.
• Lead regional and London office pitches for new business.
• Contribute to training on court of protection services.

Skills

Business Development

Presentation

Numerical Skills

Education

Professional qualifications in Investment Management

Professional qualifications in Financial Planning

Job description

Court of Protection - Business Development Manager

Join to apply for the Court of Protection - Business Development Manager role at Quilter Cheviot

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 personalized 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. Listed on the London and Johannesburg stock exchanges, it manages over £111.6 billion of client investments (as of March 2024). If you want to shape the future of our business, bring new ideas, and challenge the status quo, 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 developing the business plan for our integrated financial planning and investment management services for deputies and personal injury lawyers. As the lead specialist, you will develop and pitch for new business, leveraging your deep expertise and empathy when dealing with end clients.

• Develop and execute the annual business plan to expand relationships with professionals in this field, working with Heads of Business Development and key professionals.
• Collaborate on proposition design, pricing, and promotion; act as our media spokesperson.
• Continuously improve our propositions to maintain market leadership.
• Lead regional and London office pitches for new business, acting as the expert.
• Participate fully in the pitch process with end clients, working with investment managers and financial planners.
• Contribute to training on court of protection services across the business.

Consumer Duty

This role directly impacts customer outcomes by identifying target markets and ensuring propositions meet their needs. You will work with proposition teams to keep offerings aligned and appropriate.

Senior Managers & Certification Regime (SMCR) Roles

About You

This is a Certification role requiring relevant qualifications.

• Highly collaborative with significant gravitas.
• Proven experience with deputies and personal injury lawyers, as a lawyer, investment manager, financial planner, or business developer.
• Strong business development skills, including pitching and presentation.
• Numerical skills with understanding of pricing in personal injury wealth management.
• Professional qualifications in Investment Management or Financial Planning, as required by regulatory authorities.

Inclusion & Diversity

We value diversity and promote inclusivity, ensuring equal opportunities based on skills, qualifications, and potential. We celebrate diverse contributions and foster a respectful environment.

Values

• Do the right thing: Act with integrity and go above and beyond for clients and communities.
• Always curious: Seek new ideas and knowledge to stay ahead of client needs.
• Embrace challenge: Aim high, transform potential into outcomes, and grow.
• Stronger together: Collaborate, listen, support, and embrace new ideas. Empower and trust each other to make impactful decisions.

Core Benefits

• Holiday: 26 days (182 hours)
• Incentive Scheme: Available for all employees to motivate performance.
• Pension Scheme: Non-contributory, with options for personal contributions.
• Private Medical Insurance: Single cover, with options for family coverage.
• Life Assurance: 4x salary.
• Income Protection: 75% of salary after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.

Additional flexible benefits are available for UK employees, payable via salary deduction.

Additional Details

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Function: Business Development and Sales