Advisory & Consulting Services - Business Development Manager
Advisory & Consulting Services - Business Development Manager
Apply locations London time type Full time posted on Posted Yesterday time left to apply End Date: December 27, 2024 (30+ days left to apply) job requisition id R4089 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 with 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. 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. 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. Flexible Working
At Quilter, we believe our workplace needs to work for you, and we want to enable that by creating 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. About Us
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures. In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times. 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. Quilter is 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.
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Apply locations London time type Full time posted on Posted Yesterday time left to apply End Date: December 27, 2024 (30+ days left to apply) job requisition id R4089 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 with 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. 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. 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. Flexible Working
At Quilter, we believe our workplace needs to work for you, and we want to enable that by creating 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. About Us
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures. In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times. 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. Quilter is 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.
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