For Recruiters

Client Relationship Support (North West/North East Regions)

Quilter
Chester, United Kingdom
Posted 2 days ago Permanent Competitive

What the Hiring Manager Says:

This is an exciting opportunity to be part of the North West & Northern Ireland team working from our Chester office 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. We have an Office Administrator and a Client Liaison supporting the team as well.

I am proud to lead a team in such a successful Region and would like you to play a part in its continued success and be part of my Client Relationship team.

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.

I look forward to receiving your application

Jes MacDougall – Client Relationship Manager

About the Role

As the Client Relationship Support you’ll be part of a critical team working within a pod of two to three financial planners and one paraplanner to organise time efficiently and maintain a high standard of customer service to all of our clients.

Within this pod you’ll be presenting high quality reports and cases to the financial planners to support them with client meetings and ensure you have a thorough understanding of the Quilter Financial Planning Treat Customers Fairly philosophy and your role within this.

Furthermore, you’ll be required to keep your TCF knowledge up to date through the training we provide and use this to process new business accurately within company SLAs.

About You

To succeed in this post you will need to be organised, proactive and assertive. You will ideally have experience within the financial planning industry to support your understanding of the processes we follow and the products we recommend.

Working well in a team is important, specifically within the NW&NI regional office as the team is very close-knit and often collaborate to produce results. Working individually and managing your own workload (along with your teams’ financial planners) will also be required as part of the role.

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.

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.

Core Benefits

Holiday:  26 days 

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

More jobs From Quilter
Quilter
Client Relationship
Quilter
Birmingham, United Kingdom
2 days ago Full time Competitive
Quilter
Training & Competence Manager - North (Chester, Yorkshire, Cumbria)
Quilter
London, United Kingdom
2 days ago Full time Competitive
Quilter
Financial Planner - Leeds/Birmingham/Leicester
Quilter
Leeds, United Kingdom
2 days ago Full time Competitive
Quilter
Financial Planner - Belfast
Quilter
Belfast, United Kingdom
2 days ago Full time Competitive
Quilter
Financial Planner - Edinburgh/Glasgow
Quilter
Edinburgh, United Kingdom
2 days ago Full time Competitive
Quilter
Financial Planner - London
Quilter
London, United Kingdom
2 days ago Full time Competitive
Quilter
Financial Planner - Exeter
Quilter
Exeter, United Kingdom
2 days ago Full time Competitive
Quilter
Financial Planner - Salisbury
Quilter
Salisbury, United Kingdom
2 days ago Full time Competitive
Quilter
Financial Planning Consultant
Quilter
London, United Kingdom
2 days ago Full time Competitive
Quilter
Paraplanning Technical Consultant - South (Exeter, London, Birmingham)
Quilter
London, United Kingdom
2 days ago Full time competitive
Recommended Jobs
Rathbone Brothers Plc
Investment Manager
Rathbone Brothers Plc
Liverpool, United Kingdom
Quilter
Client Relationship
Quilter
Birmingham, United Kingdom
William Blake Group
Senior Client Relationship Manager - Private Wealth
William Blake Group
London, United Kingdom
LMA
Loans admin Associate (Graduate role)
LMA
London, United Kingdom
Laz Partners
Multi-Asset Implementation Manager/PM
Laz Partners
London, United Kingdom