Advisory Readiness Lead - Strategic Advice Technology - Quilter Apply now
Advisory Readiness Lead - Strategic Advice Technology - Quilter

Advisory Readiness Lead - Strategic Advice Technology - Quilter

London Full-Time 43200 - 72000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Lead the transformation of Quilter's advice businesses and manage adviser engagement strategies.
  • Company: Quilter plc is a top UK wealth manager, overseeing £116.2 billion in customer investments.
  • Benefits: Enjoy 26 days holiday, a pension scheme, private medical insurance, and an incentive scheme.
  • Why this job: Join a dynamic team focused on innovation and making a real impact in financial advice.
  • Qualifications: Experience with UK financial advisers and strong leadership skills are essential.
  • Other info: We value diversity and promote an inclusive culture where everyone can thrive.

The predicted salary is between 43200 - 72000 £ per year.

Advisory Readiness Lead – Strategic Advice Technology

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 £116.2 billion in customer investments (as 30 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 business, 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 Cheviot Financial Planning.

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 – Level 6

Department – Finance

Location – London or Southampton

Contract – Permanent

In this role you will be a key member of the leadership team for one of Quilter’s priority initiatives, namely, to transform how our advice businesses operate. The main goal of this role is to ensure the successful delivery and achievement of target outcomes for a key strategic programme workstream.

Key responsibilities include:

  • Accountable for the ongoing management of the programme adviser engagement strategy. Responsible for leading the interaction and management between the programme and Advisers.
  • Accountable for delivery against the programme workstream plan in line with agreed budgets and priorities.
  • Supporting the programme to deliver the targeted business benefits.
  • Responsible to be a figurehead for the programmes with distribution. Be highly visible both externally and internally in communicating programme vision, changes and delivery.
  • Responsible to champion advisers’ requirements and promote the benefits to advisers from the programme delivery.
  • Developing and coaching resources assigned to the project, providing input into performance reviews and support to expand their capabilities and skillset.
  • Responsible for the definition, design and set up of a revised and optimised strategic advice process for utilisation by QFP and QFA.
  • Accountable for ensuring that the expected technology capability to be delivered by the programme is maximised in the Advisory processes.
  • Supporting the other workstreams within ATP ensuring appropriate services and solutions are proposed, planned and delivered in alignment with the defined programme outcomes.
  • Ensuring programme delivery is aligned to and delivered in accordance with Quilter policy and standards, and Community of Practice guidelines.
  • Managing programme risks and issues ensuring that they are impact-assessed mitigated and escalated where appropriate.

About You

You will need strong business acumen, the ability to handle complex environments, and manage senior stakeholders. You should be delivery-focused, make agile decisions, and balance multiple tasks and initiatives within strict deadlines.

Key skills and experience include:

  • Experience of UK financial advisers and processes.
  • Extensive technical knowledge of financial planning and investment management products, services, pricing, and value.
  • Exceptional leadership capabilities, with a proven track record of inspiring and engaging teams to transform.
  • Strong interpersonal skills and be able to negotiate, build relationships and lead through influence.
  • Advice qualifications and front office experience.
  • Product and/or proposition management experience.
  • Effectively lead multiple projects, ensuring clear progress updates, and quickly handling any risks or issues. It also includes developing the team and managing external consultants and partners.

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 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.

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Advisory Readiness Lead - Strategic Advice Technology - Quilter employer: Jobs via eFinancialCareers

Quilter plc is an exceptional employer, offering a dynamic work environment in London or Southampton where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance, pension scheme, and private medical insurance, ensures that our employees are well taken care of while they contribute to transforming the financial advice landscape.
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Jobs via eFinancialCareers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Advisory Readiness Lead - Strategic Advice Technology - Quilter

✨Tip Number 1

Familiarize yourself with the UK financial advisory landscape. Understanding the specific challenges and opportunities that financial advisers face will help you engage effectively with them during the interview process.

✨Tip Number 2

Showcase your leadership experience by preparing examples of how you've successfully led teams through transformation. Highlight any specific projects where you inspired and engaged your team to achieve significant outcomes.

✨Tip Number 3

Be ready to discuss your approach to managing complex stakeholder relationships. Prepare to share strategies you've used to negotiate and build rapport with senior stakeholders in previous roles.

✨Tip Number 4

Demonstrate your understanding of technology's role in enhancing advisory processes. Be prepared to discuss how you've leveraged technology in past projects to improve efficiency and deliver better client outcomes.

We think you need these skills to ace Advisory Readiness Lead - Strategic Advice Technology - Quilter

Business Acumen
Stakeholder Management
Leadership Skills
Financial Planning Knowledge
Investment Management Expertise
Interpersonal Skills
Negotiation Skills
Project Management
Agile Decision-Making
Risk Management
Coaching and Development
Communication Skills
Product Management Experience
Strategic Thinking
Change Management

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Advisory Readiness Lead position. Tailor your application to highlight how your experience aligns with the key responsibilities outlined in the job description.

Highlight Relevant Experience: Emphasize your experience with UK financial advisers and processes, as well as your technical knowledge of financial planning and investment management products. Use specific examples to demonstrate your leadership capabilities and how you've successfully managed similar projects.

Showcase Your Skills: Clearly outline your interpersonal skills, ability to negotiate, and experience in building relationships. Mention any advice qualifications and front office experience you have, as these are crucial for this role.

Craft a Compelling Cover Letter: Write a cover letter that not only summarizes your CV but also conveys your passion for the role and the company. Discuss how you embody Quilter's values and how you can contribute to their mission of transforming financial advice.

How to prepare for a job interview at Jobs via eFinancialCareers

✨Understand Quilter's Vision

Before your interview, take the time to research Quilter's mission and values. Understand their commitment to being the UK's best wealth manager and how they aim to transform their advice businesses. This will help you align your answers with their goals and demonstrate your genuine interest in the company.

✨Showcase Your Leadership Skills

As an Advisory Readiness Lead, you'll need exceptional leadership capabilities. Prepare examples from your past experiences where you've inspired and engaged teams to achieve transformation. Highlight your ability to manage senior stakeholders and navigate complex environments effectively.

✨Demonstrate Technical Knowledge

Familiarize yourself with UK financial advisers and the processes involved in financial planning and investment management. Be ready to discuss specific products, services, and pricing strategies that are relevant to Quilter's offerings. This will showcase your expertise and readiness for the role.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills and ability to handle multiple projects. Think of scenarios where you've successfully managed risks or issues in a project setting. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.

Advisory Readiness Lead - Strategic Advice Technology - Quilter
Jobs via eFinancialCareers Apply now
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  • Advisory Readiness Lead - Strategic Advice Technology - Quilter

    London
    Full-Time
    43200 - 72000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-10

  • J

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