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: 6

Department: Distribution

Location: London - hybrid working

Contract: Permanent

You will be responsible for building the business plan for our integrated financial planning and investment management service for business opportunities associated company sales, entrepreneurs requiring personal and professional financial planning and management and specialist advice into accountancy, actuarial and tax consultancy businesses. In addition, you will be the lead specialist in developing and pitching for business. Qualified in your own right, you will have deep expertise as well as huge empathy in dealing with end clients.

List the key responsibilities:

• Initially your focus will be on collaborating with the Proposition team to help design and deliver a market leading range of propositions for Quilter Cheviot including how we price and promote our services to professionals.
• Once launched, you will act as our specialist spokesperson in the media and will seek continual improvements to our proposition so that it maintains a market leading position.
• Working with the Head of Business Development, you will develop and own the execution of the annual business plan identifying opportunities to expand our business relationships with professionals in this field.
• You will bring together the best specialists in regional and London offices to pitch for business, acting as the lead expert
• You will be regulated so that you are able to fully participate in the pitch process with end clients and will work with specialist investment managers and financial planners who will ultimately run the mandates and provide ongoing advice.
• You will help develop and deliver training on divorce services across the business

• Highly collaborative with significant gravitas
• A proven track record in dealing with deputies and personal injury lawyers whether as a lawyer, investment manager, financial planner or in a proximate business development capacity
• Business development experience including pitching with strong presentation and interpersonal skills
• Professional qualifications for Investment management or Financial Planning as specified by the relevant regulatory authority
• Numerical with an understanding of pricing within the field of personal injury wealth management

Quilter is one of the biggest names in financial services in the UK, providing financial advice, investments and wealth management to help our custome...

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