Financial Planning Manager - New Clients
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Added before 30 Minutes
- England,South East,Hampshire,Southampton
- full-time
- Competitive salary
Job Description:
About the Business
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: 4
Department: QFA - The Advice Hub
Location: Southampton
Contract: Permanent
As part of expansion plans for the Advice Hub we are looking to recruit an additional Financial Planning Manager to lead and support a team of Financial Planners whose focus is on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office.
This is a player-manager role and therefore the successful candidate will also be expected to carry out the role of a Financial Planner, which entailsworking with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers’ financial goals.
The role will be to coordinate the efforts of the team to deliver exceptional financial planning solutions to new Quilter customers through the means of remote financial advice. The Financial Planning Manager is responsible for the day-to-day delivery of service to our valued customers and the delivery of team and individual KPIs.
The team will consist of Financial Planners with varying levels of Advisory experience therefore coaching and mentoring is essential to this role. Oversight of the team’s delivery against our advice standards, service standards and competence, in additional to achieving business targets set.
Creating a positive and productive team culture is essential, with targeted expansion plans already underway. The Financial Planning Manager will have responsibility for recruitment of new Financial Planners into the team.
The team are in fully supported financial planner roles, with leads provided, a dedicated support team and inhouse paraplanning services available.
The role will also be a regulated role therefore it’s essential the successful candidate is Level 4 Diploma qualified in Financial Advice
About You
Located within a commutable distance from Southampton or be prepared to relocate at your expense.
You will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. You have previous or current Financial Planner status with a minimum of 3 years’ experience and demonstrable success in onboarding new clients into an advice proposition.
You will be an excellent, clear communicator and be able to act with focus and care towards the client.
Adaptable by nature and who can work professionally and ethically. You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s, as well as the ability to work under pressure and to manage good working relationships.
The ideal candidate will be able to demonstrate previous experience in the following key areas: *Advice/sales
*Client relationship management
*Attainment of KPIs including lead conversion
*Coaching/mentoring skills
*Relevant business development experience
*Leading/managing people in a sales or advice environment
As the Financial Planning Manager, you will have a track record of working in financial services in a management or senior advisory position.
You will be experienced in regulated financial advice.
Be delivery focused, with high energy and drive, and ability to deliver through others.
Have exceptional interpersonal skills - able to build relationships and lead through influence at different levels.
Creative problem-solving skills including negotiation and conflict resolution skills.
Able to utilise strong mentoring and coaching skills to engage and lead advisers.
You will be focused on results and achievement of targets.
Have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others.
You must have your Level 4 diploma in Financial Advice to be considered for this opportunity.
#LI-FD1
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 s
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: 4
Department: QFA - The Advice Hub
Location: Southampton
Contract: Permanent
As part of expansion plans for the Advice Hub we are looking to recruit an additional Financial Planning Manager to lead and support a team of Financial Planners whose focus is on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office.
This is a player-manager role and therefore the successful candidate will also be expected to carry out the role of a Financial Planner, which entailsworking with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers’ financial goals.
The role will be to coordinate the efforts of the team to deliver exceptional financial planning solutions to new Quilter customers through the means of remote financial advice. The Financial Planning Manager is responsible for the day-to-day delivery of service to our valued customers and the delivery of team and individual KPIs.
The team will consist of Financial Planners with varying levels of Advisory experience therefore coaching and mentoring is essential to this role. Oversight of the team’s delivery against our advice standards, service standards and competence, in additional to achieving business targets set.
Creating a positive and productive team culture is essential, with targeted expansion plans already underway. The Financial Planning Manager will have responsibility for recruitment of new Financial Planners into the team.
The team are in fully supported financial planner roles, with leads provided, a dedicated support team and inhouse paraplanning services available.
The role will also be a regulated role therefore it’s essential the successful candidate is Level 4 Diploma qualified in Financial Advice
About You
Located within a commutable distance from Southampton or be prepared to relocate at your expense.
You will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. You have previous or current Financial Planner status with a minimum of 3 years’ experience and demonstrable success in onboarding new clients into an advice proposition.
You will be an excellent, clear communicator and be able to act with focus and care towards the client.
Adaptable by nature and who can work professionally and ethically. You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s, as well as the ability to work under pressure and to manage good working relationships.
The ideal candidate will be able to demonstrate previous experience in the following key areas: *Advice/sales
*Client relationship management
*Attainment of KPIs including lead conversion
*Coaching/mentoring skills
*Relevant business development experience
*Leading/managing people in a sales or advice environment
As the Financial Planning Manager, you will have a track record of working in financial services in a management or senior advisory position.
You will be experienced in regulated financial advice.
Be delivery focused, with high energy and drive, and ability to deliver through others.
Have exceptional interpersonal skills - able to build relationships and lead through influence at different levels.
Creative problem-solving skills including negotiation and conflict resolution skills.
Able to utilise strong mentoring and coaching skills to engage and lead advisers.
You will be focused on results and achievement of targets.
Have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others.
You must have your Level 4 diploma in Financial Advice to be considered for this opportunity.
#LI-FD1
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 s
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