Head of Corporate & Entrepreneurs Business Development

Quilter Cheviot Ltd; London; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading wealth management firm in the UK is seeking a Head of Corporate & Entrepreneurs Business Development. This role involves building business plans for financial services, leading development efforts, and ensuring client needs are met. The ideal candidate will have strong business development skills and relevant qualifications in investment management or financial planning.

Benefits

Holiday: 26 days

Incentive Scheme

Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Qualifications

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

Responsibilities

• Build the business plan for integrated financial planning and investment management services.
• Lead business development efforts and pitch for new business.

Skills

Business Development

Presentation

Interpersonal Skills

Education

Relevant professional qualifications in Investment Management

Relevant professional qualifications in Financial Planning

Job description

Head of Corporate & Entrepreneurs Business Development

Join to apply for the Head of Corporate & Entrepreneurs Business Development 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 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, listed on the London and Johannesburg stock exchanges, managing over £111.6 billion of client investments (as of March 2024).

About The Role

Level: 6

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 services, targeting business opportunities related to company sales, entrepreneurs requiring personal and professional financial planning, and advising accountancy, actuarial, and tax consultancy businesses. You will also lead business development efforts, develop and pitch for new business, and have deep expertise and empathy in dealing with end clients.

Key Responsibilities

• Collaborate with the Proposition team to design and deliver market-leading propositions, including pricing and promotion strategies for professionals.
• Act as the media spokesperson and seek continuous improvements to maintain market leadership.
• Develop and execute the annual business plan, identifying opportunities to expand relationships with professionals.
• Lead regional and London office specialists in pitching for business.
• Participate fully in the pitch process with end clients, working with investment managers and financial planners.
• Develop and deliver training on divorce services across the business.

Consumer Duty

This role will directly impact customer outcomes by ensuring propositions meet client needs and remain aligned with target markets.

Senior Managers & Certification Regime (SMCR) Roles

This is a Certification role requiring relevant qualifications.

About You

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

Inclusion & Diversity

We value diversity and promote inclusivity, ensuring equal opportunities based on skills, qualifications, and potential. We celebrate contributions from a diverse workforce 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 and transform potential into outcomes.
• Stronger together: Collaborate, listen, support, and innovate as a team.

Core Benefits

• Holiday: 26 days (182 hours)
• Incentive Scheme: Performance-based rewards for all employees
• Pension Scheme: Non-contributory, with options to contribute
• Private Medical Insurance: Standard single cover, options for family
• Life Assurance: 4x salary
• Income Protection: 75% of salary after 26 weeks
• Healthcare Cash Plan: Jersey employees only

Additional Information

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