Head of Adviser and Client Support
- Employer
- Quilter
- Location
- London, United Kingdom
- Salary
- Competitive
- Closing date
- Dec 18, 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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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: 5
Contract: Permanent
Department: Distribution - QFA
Location: Southampton - 3 days in the office
The National Hub is a critical growth function across the Quilter Group. Consisting of Financial Planners and support staff, providing first class financial advice to clients. And our valuable team of Paraplanners who support advisers across the Quilter distribution channel. The National Hub is a place for individuals to thrive, embrace digital and deliver positive client outcomes. We are looking for an experienced leader to continue the functions evolution.
Although not a regulated role you would play an integral role in the oversight of advice and service delivery, together with driving our employed adviser proposition development.
This role will directly impact good customer outcomes by driving strategy, listening and engaging with our customers and ensuring advice standards and processes are adhered to.
Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring delivery against our commitment to providing positive financial futures.
About You
The ideal candidate will be able to demonstrate previous experience in the following key areas:
You will be experienced in regulated financial advice and be qualified to a minimum of Diploma level. Ideally you will have some experience of developing/influencing regulated advice propositions
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.
#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 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.
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: 5
Contract: Permanent
Department: Distribution - QFA
Location: Southampton - 3 days in the office
The National Hub is a critical growth function across the Quilter Group. Consisting of Financial Planners and support staff, providing first class financial advice to clients. And our valuable team of Paraplanners who support advisers across the Quilter distribution channel. The National Hub is a place for individuals to thrive, embrace digital and deliver positive client outcomes. We are looking for an experienced leader to continue the functions evolution.
- To lead our employed Adviser & Paraplanning teams.
- To support further developments within our National Advice Business.
- Drive performance against clear KPIs throughout the teams.
- Working with both internal and external stakeholders to deliver great customer outcomes.
- Launch further initiatives to embrace digital.
- Ensure a customer centric, resulted focussed culture.
- Oversight of adherent to Quilter's advice framework across all team.
Although not a regulated role you would play an integral role in the oversight of advice and service delivery, together with driving our employed adviser proposition development.
This role will directly impact good customer outcomes by driving strategy, listening and engaging with our customers and ensuring advice standards and processes are adhered to.
Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring delivery against our commitment to providing positive financial futures.
About You
The ideal candidate will be able to demonstrate previous experience in the following key areas:
- Leading Employed Regulated Advice/sales Teams at A minimum Regional Level
- Client relationship management
- Coaching/mentoring skills
- Relevant business development experience
- Leading/managing people
You will be experienced in regulated financial advice and be qualified to a minimum of Diploma level. Ideally you will have some experience of developing/influencing regulated advice propositions
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.
#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 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.
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