Job Description

About the BusinessQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UKs 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 3111.6 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 RoleLevel: 5Department: DistributionLocation: London - hybrid workingContract: PermanentIn this highly visible role, you will act as an essential bridge between Quilter Cheviots Investment Managers/Financial Planners and key Advisory, Accountancy, Actuarial & Tax Consultants including xe2x80x98the 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 consultantsProactively identify professional intermediary business development opportunities, develop and monitor them, ensuring they meet client needs and support the business plan and revenue/profitability targetsIdentify new client opportunities to support the channel and work collaboratively and in a planned way with Proposition colleagues to deliver solutions that meet their needsIdentify and deliver sales initiatives, events and PR opportunities to grow the business through law firmsIdentify, support and promote marketing campaigns working in partnership Marketing colleaguesWorking 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 growthYou will develop regular, clear and effective communication and engagement with regional and London Investment Management and Financial Planning teamsConsumer DutyThis 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 IIThis role is an Information Giver under MiFID II.About YouA 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 levelsConfidence, drive, energy, resilience and tenacity to deliver success in a challenging business environmentStrategic Influencing through understanding and energising othersDelivery focused, with high energy and drive, and ability to deliver through othersExceptional interpersonal skills able to negotiate, build relationships and lead through influenceCreative problem-solving skills including negotiation and conflict resolution skillsFocused on results and continuous improvementHigh level of personal confidence, able to lead, manage change through influence and persuasion and inspire othersAbility to navigate complex environments and manage multiple stakeholdersCredibility, professionalism and strong personal integrityLikely to have a well-rounded Accountancy or Financial Planning background within a business development context#LI-VS1 #QCInclusion & DiversityWe 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.ValuesDo 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 were 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 BenefitsHoliday: 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 onlyIn 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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