About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today 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 offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which 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 challenge then now is a great time to join us.

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 service for business opportunities associated company sales, entrepreneurs requiring personal and professional financial planning and management and specialist advice into accountancy, actuarial and tax consultancy businesses. In addition, you will be the lead specialist in developing and pitching for business. Qualified in your own right, you will have deep expertise as well as huge empathy in dealing with end clients.

List the key responsibilities: *Initially your focus will be on collaborating with the Proposition team to help design and deliver a market leading range of propositions for Quilter Cheviot including how we price and promote our services to professionals.
*Once launched, you will act as our specialist spokesperson in the media and will seek continual improvements to our proposition so that it maintains a market leading position.
*Working with the Head of Business Development, you will develop and own the execution of the annual business plan identifying opportunities to expand our business relationships with professionals in this field.
*You will bring together the best specialists in regional and London offices to pitch for business, acting as the lead expert
*You will be regulated so that you are able to fully participate in the pitch process with end clients and will work with specialist investment managers and financial planners who will ultimately run the mandates and provide ongoing advice.
*You will help develop and deliver training on divorce services across the business
Consumer Duty

This role will directly impact good customer outcomes by identifying the appropriate target market and ensuring that propositions developed and distributed meet their needs. The role holder will work with proposition teams to ensure that propositions remain aligned to and appropriate for their target markets.

S enior Managers & Certification Regime (SMCR) Roles

This is a Certification role ((4) 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 proximate business development capacity
*Business development experience including pitching with strong presentation and interpersonal skills
*Professional qualifications for Investment management or Financial Planning as specified by the relevant regulatory authority
*Numerical with an understanding of pricing within the field of personal injury wealth management
#LI-VS1 #QC

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.