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: 5 Department: Distribution Location: London - hybrid working Contract: Permanent In this highly visible role, you will act as an essential bridge between Quilter Cheviot's Investment Managers/Financial Planners and key Advisory, Accountancy, Actuarial & Tax Consultants including 'the big 4'.
You will play a key part in developing and delivering our business development plan through new relationships as well as strengthening existing ones with professional connection Advisory, Accountancy, Actuarial & Tax Consultants.
Working with multiple stakeholders with the ability to deliver through others, the role will be key in delivering a significant part of our distribution strategy.
Accountable for setting and delivering business targets and the plan associated with accountants, actuarial tax consultants Proactively identify professional intermediary business development opportunities, develop and monitor them, ensuring they meet client needs and support the business plan and revenue/profitability targets Identify new client opportunities to support the channel and work collaboratively and in a planned way with Proposition colleagues to deliver solutions that meet their needs Identify and deliver sales initiatives, events and PR opportunities to grow the business through law firms Identify, support and promote marketing campaigns working in partnership Marketing colleagues Working closely with specialists in and outside of your team, Investment Managers and Financial Planners you will identify the optimal pitch approach, reviewing and refining the approach on an ongoing basis.
You will build a small team of direct reports including specialists and sales/sales support individuals who you will develop and empower to support business growth You will develop regular, clear and effective communication and engagement with regional and London Investment Management and Financial Planning teams Consumer Duty This role will directly impact good customer outcomes by identifying the appropriate target market and ensuring that propositions 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.
MiFID II This role is an Information Giver under MiFID II.
About You A proven track record of success in distribution, ideally working with medium and large intermediated firms of this nature, influencing material and complex mandates.
Commercially astute with excellent communication and presentation skills, able to engage and influence externally at all levels Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment Strategic Influencing - through understanding and energising others Delivery focused, with high energy and drive, and ability to deliver through others Exceptional interpersonal skills - able to negotiate, build relationships and lead through influence Creative problem-solving skills including negotiation and conflict resolution skills Focused on results and continuous improvement High level of personal confidence, able to lead, manage change through influence and persuasion and inspire others Ability to navigate complex environments and manage multiple stakeholders Credibility, professionalism and strong personal integrity Likely to have a well-rounded Accountancy or Financial Planning background within a business development context #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.