Financial Planning Manager - New Clients Quilter Southampton, United Kingdom
About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. About the Role Level:
4 Department:
QFA - The Advice Hub Location:
Southampton Contract:
Permanent As part of expansion plans for the Advice Hub we are looking to recruit an additional Financial Planning Manager to lead and support a team of Financial Planners whose focus is on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office. This is a player-manager role and therefore the successful candidate will also be expected to carry out the role of a Financial Planner, which entails working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers' financial goals. The role will be to coordinate the efforts of the team to deliver exceptional financial planning solutions to new Quilter customers through the means of remote financial advice. The Financial Planning Manager is responsible for the day-to-day delivery of service to our valued customers and the delivery of team and individual KPIs. The team will consist of Financial Planners with varying levels of Advisory experience therefore coaching and mentoring is essential to this role. Oversight of the team's delivery against our advice standards, service standards and competence, in addition to achieving business targets set. About You Located within a commutable distance from Southampton or be prepared to relocate at your expense. You will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. You have previous or current Financial Planner status with a minimum of 3 years' experience and demonstrable success in onboarding new clients into an advice proposition. You will be an excellent, clear communicator and be able to act with focus and care towards the client. Adaptable by nature and who can work professionally and ethically. You'll have a shared vision and disciplined delivery of advice and provision of detailed KPI's, as well as the ability to work under pressure and to manage good working relationships. The ideal candidate will be able to demonstrate previous experience in the following key areas: Advice/sales Client relationship management Attainment of KPIs including lead conversion Coaching/mentoring skills Relevant business development experience Leading/managing people in a sales or advice environment As the Financial Planning Manager, you will have a track record of working in financial services in a management or senior advisory position. You will be experienced in regulated financial advice. Be delivery focused, with high energy and drive, and ability to deliver through others. Have exceptional interpersonal skills - able to build relationships and lead through influence at different levels. Creative problem-solving skills including negotiation and conflict resolution skills. Able to utilise strong mentoring and coaching skills to engage and lead advisers. You will be focused on results and achievement of targets. Have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others. You must have your Level 4 diploma in Financial Advice to be considered for this opportunity. 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. 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.
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About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. About the Role Level:
4 Department:
QFA - The Advice Hub Location:
Southampton Contract:
Permanent As part of expansion plans for the Advice Hub we are looking to recruit an additional Financial Planning Manager to lead and support a team of Financial Planners whose focus is on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office. This is a player-manager role and therefore the successful candidate will also be expected to carry out the role of a Financial Planner, which entails working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers' financial goals. The role will be to coordinate the efforts of the team to deliver exceptional financial planning solutions to new Quilter customers through the means of remote financial advice. The Financial Planning Manager is responsible for the day-to-day delivery of service to our valued customers and the delivery of team and individual KPIs. The team will consist of Financial Planners with varying levels of Advisory experience therefore coaching and mentoring is essential to this role. Oversight of the team's delivery against our advice standards, service standards and competence, in addition to achieving business targets set. About You Located within a commutable distance from Southampton or be prepared to relocate at your expense. You will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. You have previous or current Financial Planner status with a minimum of 3 years' experience and demonstrable success in onboarding new clients into an advice proposition. You will be an excellent, clear communicator and be able to act with focus and care towards the client. Adaptable by nature and who can work professionally and ethically. You'll have a shared vision and disciplined delivery of advice and provision of detailed KPI's, as well as the ability to work under pressure and to manage good working relationships. The ideal candidate will be able to demonstrate previous experience in the following key areas: Advice/sales Client relationship management Attainment of KPIs including lead conversion Coaching/mentoring skills Relevant business development experience Leading/managing people in a sales or advice environment As the Financial Planning Manager, you will have a track record of working in financial services in a management or senior advisory position. You will be experienced in regulated financial advice. Be delivery focused, with high energy and drive, and ability to deliver through others. Have exceptional interpersonal skills - able to build relationships and lead through influence at different levels. Creative problem-solving skills including negotiation and conflict resolution skills. Able to utilise strong mentoring and coaching skills to engage and lead advisers. You will be focused on results and achievement of targets. Have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others. You must have your Level 4 diploma in Financial Advice to be considered for this opportunity. 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. 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.
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