About the Business
Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. 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 2
Location: Birmingham
Contract type: 12 month Fixed term contract
This is an exciting opportunity to be part of the North East & Midlands team with the option for hybrid working. We have an existing team of 12 Client Relationship colleagues who have a vast range of experience in supporting our Financial Planners and ensuring good client outcomes. In addition to this, we have an 2 Office Administrators within the team, as well as a second Client Liaison.
Your role would complement the current team and support our planners in building relationships with our clients by working alongside a fellow Client Liaison to ensure that meetings are arranged in a timely manner and managed efficiently.
I am proud to lead a team in such a successful Region and would like you to play a part in its continued success as our Client Liaison. This role is the first point of contact for a lot of our clients so I cannot stress enough how important it is that the service they receive is first class.
We have a supportive and nurturing culture in the Region and every member of the team is valued for their contribution to the success of the business. We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.
The selection process will comprise of a competency-based interview.
About You
You will have a confident telephone manner and a flexible communication style to accommodate all clients.
You will need to be highly professional and client focussed.
You will deliver on promises and ensure that you organise your time efficiently.
You will be a team player and understand how your role affects both the region and our clients.
#LI-VS1 #QCFP
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.
Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. 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 2
Location: Birmingham
Contract type: 12 month Fixed term contract
This is an exciting opportunity to be part of the North East & Midlands team with the option for hybrid working. We have an existing team of 12 Client Relationship colleagues who have a vast range of experience in supporting our Financial Planners and ensuring good client outcomes. In addition to this, we have an 2 Office Administrators within the team, as well as a second Client Liaison.
Your role would complement the current team and support our planners in building relationships with our clients by working alongside a fellow Client Liaison to ensure that meetings are arranged in a timely manner and managed efficiently.
I am proud to lead a team in such a successful Region and would like you to play a part in its continued success as our Client Liaison. This role is the first point of contact for a lot of our clients so I cannot stress enough how important it is that the service they receive is first class.
We have a supportive and nurturing culture in the Region and every member of the team is valued for their contribution to the success of the business. We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.
The selection process will comprise of a competency-based interview.
About You
You will have a confident telephone manner and a flexible communication style to accommodate all clients.
You will need to be highly professional and client focussed.
You will deliver on promises and ensure that you organise your time efficiently.
You will be a team player and understand how your role affects both the region and our clients.
#LI-VS1 #QCFP
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.
