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For Companies At a Glance
- Tasks: Lead and coach new advisers to build successful advisory businesses.
- Company: Quilter plc, a leading wealth management firm focused on brighter financial futures.
- Benefits: 26 days holiday, performance incentives, pension scheme, private medical insurance, and life assurance.
- Why this job: Make a real impact by mentoring advisers and shaping their success in the financial industry.
- Qualifications: Proven track record in driving results, Level 4 Diploma in Financial Planning Advice preferred.
- Other info: Join a diverse team that values integrity, curiosity, and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
Overview
About The Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). 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 - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. Quilter is transforming, modernising, and becoming more customer centric. Our ambition is to stay ahead and make a greater difference to the people and communities we serve, including our colleagues.
About The Role
- Level: 4.
- Department: Quilter Financial Advisers.
- Location: South of England (From Southampton up to Bristol).
- Contract type: Permanent, Full time, 35 hours per week.
Role purpose
The Business Establishment Manager (BEM) holds a key function for the new self-employed Adviser to QFA. In their first year with the National business the BEM will act as their line manager, business coach, and role model to prepare them for integration into the regional team structure. Getting advisers productive in that period is key to an adviser thriving with Quilter by building a strong business. The BEM will carry out many functions that the current Regional Directors have, but on a more intensive basis with a smaller span of control. The role holder will lead by example, demonstrate, then coach an adviser through the key elements to create the foundations needed. The BEM will meet regularly with advisers, provide hands-on support including demonstrations, observing client meetings, and coaching the skills advisers need to succeed. The role is field-based with travel in the field and occasional overnights due to geography.
Responsibilities
- Lead by example and coach advisers through the key elements to create a solid foundation for a productive advisory business.
- Meet regularly with advisers, provide hands-on support, demonstrations, and observation of client meetings.
- Travel to advisers in the field; be prepared for occasional overnight stays due to geography.
About You / Qualifications
As a Business Establishment Manager you have a proven track record of driving results while building and maintaining strong relationships across the business. You thrive on challenge and have the drive to see things through, leading by influence at all levels. You are a natural negotiator and leader, known for creative problem-solving and resolving conflicts. As a mentor and coach, you will guide our team of advisers to success, inspiring and empowering them to reach their full potential. You are results-oriented and continuously seek improvement, with the confidence to lead and manage change effectively. If you have experience in this field, hold a Level 4 Diploma in Financial Planning Advice, and value credibility, professionalism, and personal integrity, we welcome you to apply.
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 committed to going above and beyond in service of our clients and 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 to create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform potential into meaningful outcomes, with ambition and growth as driving forces.
- Stronger together: We combine diverse talents to accomplish more together. We listen, support each other, welcome ideas, empower, and trust in decision-making.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate to incentivise performance.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options for partner or children.
- Life Assurance: 4x salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
- Flexible benefits: Other voluntary benefits via salary deduction.
Business Establishment Manager - Quilter employer: Jobs via eFinancialCareers
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StudySmarter Expert Advice 🤫
We think this is how you could land Business Establishment Manager - Quilter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from Quilter or any other company, be ready to talk about your experience and what you can bring to the table. Keep it concise and engaging – you want to leave them wanting to know more about you!
✨Tip Number 3
Follow up after meetings or interviews. A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and interested. It’s a simple way to stand out!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities at Quilter right there, so keep checking back for new roles that fit your skills!
We think you need these skills to ace Business Establishment Manager - Quilter
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Business Establishment Manager role. Highlight your experience in coaching and mentoring, as well as any relevant financial planning qualifications. We want to see how you can bring your unique skills to Quilter!
Showcase Your Results: When detailing your past experiences, focus on the results you've achieved. Use specific examples that demonstrate your ability to drive performance and build strong relationships. We love seeing how you've made a difference in previous roles!
Be Authentic: Let your personality shine through in your application. We value integrity and authenticity, so don’t be afraid to share your passion for helping others succeed. Show us why you're excited about the opportunity to work with Quilter!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Before the interview, make sure you understand Quilter's business model and the role of a Business Establishment Manager. Familiarise yourself with their services, especially in financial planning and investment solutions. This will help you demonstrate your knowledge and show that you're genuinely interested in the company.
✨Showcase Your Coaching Skills
As a BEM, you'll be mentoring advisers, so be ready to discuss your coaching experience. Prepare examples of how you've successfully guided others in the past. Highlight your ability to lead by example and inspire confidence in your team.
✨Emphasise Relationship Building
Quilter values strong relationships, so be prepared to talk about how you've built and maintained connections in previous roles. Share specific instances where your relationship-building skills led to positive outcomes, whether with clients or colleagues.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving and negotiation skills. Think of scenarios where you've faced challenges and how you overcame them. This will showcase your ability to handle conflicts and lead change effectively, which is crucial for the role.
