Adviser Support Manager - The Advice Hub
- Employer
- Quilter
- Location
- London, United Kingdom
- Salary
- Competitive
- Closing date
- Oct 11, 2024
View more categoriesView less categories
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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: England, Remote (35 hours per week, Monday until Friday 9-5pm)
Contract type: Permanent
We are looking to recruit an Adviser Support Manager to lead a team of Adviser Support Consultants and manage the processes and operational framework of the Advice Hub.
The role will be to coordinate the support efforts of the team to deliver ongoing servicing to existing customers and grow our relationship with them. In addition to managing the team you will also provide valuable support to The
Financial Planning Managers and The Head of Adviser & Client Support, in ensuring the Advice Hub systems, data and processes are operating effectively.
The team of Adviser Support Consultants provide critical support to our team of Financial Planners & their clients. Duties of the team include preparing client annual reviews, preparing advice cases and support the Financial Planning team with general client enquiries.
You will have joint responsibility as a management team for the oversight of 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 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.
About Your Core Skills:
To be able to demonstrate previous experience in the following key areas:
The Financial Planning Manager will have a track record of working in financial services in a management or senior advisory position.
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.
#LI-FD1
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.
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: England, Remote (35 hours per week, Monday until Friday 9-5pm)
Contract type: Permanent
We are looking to recruit an Adviser Support Manager to lead a team of Adviser Support Consultants and manage the processes and operational framework of the Advice Hub.
The role will be to coordinate the support efforts of the team to deliver ongoing servicing to existing customers and grow our relationship with them. In addition to managing the team you will also provide valuable support to The
Financial Planning Managers and The Head of Adviser & Client Support, in ensuring the Advice Hub systems, data and processes are operating effectively.
The team of Adviser Support Consultants provide critical support to our team of Financial Planners & their clients. Duties of the team include preparing client annual reviews, preparing advice cases and support the Financial Planning team with general client enquiries.
You will have joint responsibility as a management team for the oversight of 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 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.
About Your Core Skills:
To be able to demonstrate previous experience in the following key areas:
- Advice/sales Support
- Client relationship management
- Coaching/mentoring skills
- The process of advice
- Leading/managing people
The Financial Planning Manager will have a track record of working in financial services in a management or senior advisory position.
- Experienced in a regulated financial advice business.
- Delivery focused, with high energy and drive, and ability to deliver through others.
- 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 staff.
- Focused on results and achievement of targets.
- High level of personal confidence, able to lead, manage change through influence and persuasion and inspire others.
- Level 4 qualified in Financial Advice is desired
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.
#LI-FD1
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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