time left to apply End Date: January 24, 2025 (11 days left to apply)
job requisition id R4059
About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter plc oversees £116.2 billion in customer investments (as at end September 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 businesses, 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 Private Client Advisers.
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 : 4
Department:
Affluent Commercial Proposition
Location:
Homebased, United Kingdom
Contract:
Permanent
Regulated/Non-Regulated:
Non-Regulated
As Adviser Propositions Lead, you’ll be a crucial member of the Adviser Propositions Team, and in turn, join the wider Commercial Propositions Team. This is a fantastic opportunity to join the team responsible for the design, development and management of the Quilter Adviser value proposition and experience. Delivering against adviser needs and offering a great experience for all advisers who engage with Quilter to generate shareholder value, using our collective expertise to enable more compelling and value-adding adviser propositions, faster and more efficiently.
Reporting to the Adviser Propositions Manager and working alongside the wider Adviser Proposition Team, you will work closely with Financial Advisers, firms both inside Quilter and in the open market, and with the wider Quilter business to build engaging relationships, exploit advice opportunities and increase adoption of Quilter’s propositions. Your key focus will be making sure that Quilter’s adviser propositions offer true added value to end-customers, advisers and can fit seamlessly into the way that advisers offer their services.
In an ever-evolving market, we need a team of creative and quick thinkers willing to get involved wherever value can be added. The Adviser Propositions Lead role is crucial in ensuring that we continue to innovate and improve what we do, the experience we provide, and provide valuable engagement with the wider Quilter business, advisers and customers. The role will be responsible for identifying and leading on opportunities to design, develop, deliver and deploy Quilter’s adviser propositions to enhance adviser experience, improve advice processes and ensure customers are at the core of all financial planning propositions.
Responsibilities include:
Maintaining a clear understanding of Quilter’s competitive position.
Gathering and interpretation of adviser requirements/desires through proactive adviser and industry engagement.
Management and support of existing adviser proposition.
Support and delivery of future propositional development (including wealth, protection & mortgage), competitive differentiation and take to market plans including new capabilities for advisers within platform and investments.
Support of Quilter’s Independent Distribution proposition (platform services, adviser tooling, CIP/CRP, inter-generational wealth, fee collections and disclosures, adviser MI etc.).
Engaging and working collaboratively with the wider Commercial Propositions Team, proposition stakeholders such as Distribution, Compliance, Risk, Finance and Operations, as well as advisers both internally within Quilter and externally.
About You You’ll have a strong understanding of the rules and regulatory requirements of advice businesses and be able to identify and assess the impact of both actual and future changes to the adviser market.
You’ll have a good understanding of how advice businesses operate, the advice process and the rules and regulations governing this. You’ll also have good knowledge of the advice & platform markets, competitors, and products.
You’ll have good stakeholder management and relationship building as well as the ability to collaborate and deliver through other teams.
You’ll have the drive, energy and willingness to engage with colleagues across Quilter and the wider industry to develop valuable relationships.
You’ll have the ability to work independently and be empowered to make decisions with sufficient justification or escalate where appropriate.
You’ll hold the Level 4 professional qualification in financial planning or have equivalent business experience.
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 the 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.
About Us We create brighter financial futures for every generation by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. With all that’s happening in the world today, our role in society has never been more meaningful.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Flexible Working We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Our promise to you We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.
#J-18808-Ljbffr
job requisition id R4059
About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter plc oversees £116.2 billion in customer investments (as at end September 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 businesses, 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 Private Client Advisers.
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 : 4
Department:
Affluent Commercial Proposition
Location:
Homebased, United Kingdom
Contract:
Permanent
Regulated/Non-Regulated:
Non-Regulated
As Adviser Propositions Lead, you’ll be a crucial member of the Adviser Propositions Team, and in turn, join the wider Commercial Propositions Team. This is a fantastic opportunity to join the team responsible for the design, development and management of the Quilter Adviser value proposition and experience. Delivering against adviser needs and offering a great experience for all advisers who engage with Quilter to generate shareholder value, using our collective expertise to enable more compelling and value-adding adviser propositions, faster and more efficiently.
Reporting to the Adviser Propositions Manager and working alongside the wider Adviser Proposition Team, you will work closely with Financial Advisers, firms both inside Quilter and in the open market, and with the wider Quilter business to build engaging relationships, exploit advice opportunities and increase adoption of Quilter’s propositions. Your key focus will be making sure that Quilter’s adviser propositions offer true added value to end-customers, advisers and can fit seamlessly into the way that advisers offer their services.
In an ever-evolving market, we need a team of creative and quick thinkers willing to get involved wherever value can be added. The Adviser Propositions Lead role is crucial in ensuring that we continue to innovate and improve what we do, the experience we provide, and provide valuable engagement with the wider Quilter business, advisers and customers. The role will be responsible for identifying and leading on opportunities to design, develop, deliver and deploy Quilter’s adviser propositions to enhance adviser experience, improve advice processes and ensure customers are at the core of all financial planning propositions.
Responsibilities include:
Maintaining a clear understanding of Quilter’s competitive position.
Gathering and interpretation of adviser requirements/desires through proactive adviser and industry engagement.
Management and support of existing adviser proposition.
Support and delivery of future propositional development (including wealth, protection & mortgage), competitive differentiation and take to market plans including new capabilities for advisers within platform and investments.
Support of Quilter’s Independent Distribution proposition (platform services, adviser tooling, CIP/CRP, inter-generational wealth, fee collections and disclosures, adviser MI etc.).
Engaging and working collaboratively with the wider Commercial Propositions Team, proposition stakeholders such as Distribution, Compliance, Risk, Finance and Operations, as well as advisers both internally within Quilter and externally.
About You You’ll have a strong understanding of the rules and regulatory requirements of advice businesses and be able to identify and assess the impact of both actual and future changes to the adviser market.
You’ll have a good understanding of how advice businesses operate, the advice process and the rules and regulations governing this. You’ll also have good knowledge of the advice & platform markets, competitors, and products.
You’ll have good stakeholder management and relationship building as well as the ability to collaborate and deliver through other teams.
You’ll have the drive, energy and willingness to engage with colleagues across Quilter and the wider industry to develop valuable relationships.
You’ll have the ability to work independently and be empowered to make decisions with sufficient justification or escalate where appropriate.
You’ll hold the Level 4 professional qualification in financial planning or have equivalent business experience.
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 the 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.
About Us We create brighter financial futures for every generation by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. With all that’s happening in the world today, our role in society has never been more meaningful.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Flexible Working We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Our promise to you We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.
#J-18808-Ljbffr
