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 of March 2024).
If you want to play a part in shaping the future of our business, bringing new ideas and challenge, now is a great time to join us.
Level: 6
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, focusing on business opportunities related to company sales, entrepreneurs requiring personal and professional financial planning, and specialist advice into accountancy, actuarial, and tax consultancy businesses. Additionally, you will lead in developing and pitching for new business. Qualified in your own right, you will possess deep expertise and empathy in dealing with end clients.
This role will impact customer outcomes by identifying target markets and ensuring propositions meet their needs. You will work with proposition teams to ensure offerings remain aligned and appropriate.
This is a Certification role requiring relevant qualifications (Function 4).
Quilter is a prominent name in UK financial services, providing advice, investments, and wealth management to help our customers...
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