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.
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.
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.