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Financial Planning Manager - South

London, United Kingdom
Closing date
Jun 8, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
What the Hiring Manager Says

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!

The Advice Hub is a critical growth function across the Quilter Group. Consisting of Financial Planners and support staff, providing first class ongoing financial advice to clients who have joined us as a result of acquisitions. The Advice Hub is a place for individuals to thrive, embrace digital and deliver positive client outcomes.

Head of Adviser & Client Support

About the Role

Level: 4

Department: The Advice Hub - Distribution

Location: Homebased, United Kingdom (35 hours per week, Monday until Friday 9-5pm)

Contract type: Permanent, Full-Time

As part of expansion plans for The Advice Hub we are looking to recruit an additional Financial Planning Manager to lead a team of Financial Planners based in the South of England.

The role will be to coordinate the efforts of the team to deliver ongoing servicing to existing customers and grow our relationship with them. Predominantly through the means of remote financial advice, the team look to increase client retention and deliver on the advice needs of our customers. The Financial Planning Manager is responsible for the day-to-day delivery of service to our valued customers and the delivery of developments within The Advice Hub.

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 business targets set.

Creating a positive and productive team culture is essential, with targeted expansion plans already underway The Financial Planning Manager will also have responsibility for recruitment of new Financial Planners into the team.

The role will also be a regulated role therefore it's essential the successful candidate is Level 4 Diploma qualified in Financial Advice.

The successful candidate will join The Advice Hub management team where it is very much a collaborative contribution to deliver against our plans

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

The ideal candidate will be able to demonstrate previous experience in the following key areas:
  • Advice/sales
  • Client relationship management
  • Coaching/mentoring skills
  • Relevant business development experience
  • Leading/managing people
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.

Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

#LI-IC1 #LI-remote

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

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

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