puestos de Wealth Management en Gran Bretaña

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.

1. Collaborate with the Proposition team to design and deliver a market-leading range of propositions for Quilter Cheviot, including pricing and promotion strategies for professionals.
2. Act as the company's spokesperson in the media post-launch and seek continual improvements to maintain a market-leading position.
3. Work with the Head of Business Development to develop and execute the annual business plan, identifying opportunities to expand relationships with professionals in this field.
4. Gather regional and London office specialists to pitch for business, acting as the lead expert.
5. Participate fully in the pitch process with end clients, working alongside specialist investment managers and financial planners who will manage mandates and provide ongoing advice.
6. Develop and deliver training on divorce services across the business.

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).

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

• 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 challenge constructively.

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

Quilter is a prominent name in UK financial services, providing advice, investments, and wealth management to help our customers...

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