At a Glance
- Tasks: Lead business development for financial planning and investment management services.
- Company: Join Quilter Cheviot, a top UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy hybrid working, generous holiday, private medical insurance, and a pension scheme.
- Other info: Embrace a culture of diversity, collaboration, and continuous learning.
- Why this job: Shape the future of wealth management while making a positive impact on clients' lives.
- Qualifications: Proven experience in business development with strong presentation skills and relevant professional qualifications.
The predicted salary is between 43200 - 72000 £ per year.
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About the Role
- Level: 5
- Department: Distribution
- Location: London - hybrid working
- Contract: Permanent
You will be responsible for building the business plan for our integrated financial planning and investment management service for deputies and personal injury lawyers. In addition, you will be the lead specialist in developing and pitching for business. Qualified in your own right, you will have deep expertise as well as huge empathy in dealing with end clients. Working with Heads of Business Development, and key professionals across the business, you will develop and own the execution of the annual business plan identifying opportunities to expand our business relationships with professionals in this field. You will collaborate on proposition design, pricing and promotion of our services to deputies and personal injury lawyers, and will act as our specialist spokesperson in the media. You will seek continual improvements to our proposition so that it maintains a market leading position. You will bring together the best specialists in regional and London offices to pitch for business, acting as the lead expert. You will be regulated so that you are able to fully participate in the pitch process with end clients and will work with specialist investment managers and financial planners who will ultimately run the mandates and provide ongoing advice. You will help develop and deliver training on court of protection services across the business.
Consumer Duty
This role will directly impact good customer outcomes by identifying the appropriate target market and ensuring that propositions developed and distributed meet their needs. The role holder will work with proposition teams to ensure that propositions remain aligned to and appropriate for their target markets.
Senior Managers & Certification Regime (SMCR) Roles
This is a Certification role ((4) Functions requiring qualifications)
About You
- Highly collaborative with significant gravitas.
- A proven track record in dealing with deputies and personal injury lawyers whether as a lawyer, investment manager, financial planner or in a proximate business development capacity.
- Business development experience including pitching with strong presentation and interpersonal skills.
- Numerical with an understanding of pricing within the field of personal injury wealth management.
- Professional qualifications for Investment management or Financial Planning as specified by the relevant regulatory authority.
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.
Court of Protection - Business Development Manager - Quilter in London employer: Jobs via eFinancialCareers
Quilter Cheviot is an exceptional employer, offering a collaborative and inclusive work culture that values diversity and empowers employees to thrive. With a strong focus on professional growth, employees benefit from comprehensive training opportunities and a generous incentive scheme, all while working in the vibrant city of London. Join us to be part of a leading wealth management firm that prioritises integrity, innovation, and meaningful client outcomes.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Court of Protection - Business Development Manager - Quilter in London
✨Tip Number 1
Network with professionals in the Court of Protection field. Attend relevant industry events, webinars, or local meetups to connect with deputies and personal injury lawyers. Building these relationships can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in wealth management and personal injury law. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews and networking opportunities.
✨Tip Number 3
Prepare to showcase your business development skills through mock pitches. Practising your presentation and interpersonal skills will help you feel more confident when discussing your approach to building relationships with clients and stakeholders.
✨Tip Number 4
Engage with Quilter's online presence. Follow them on social media, participate in discussions, and share relevant content. This will not only keep you informed about the company but also show your genuine interest in their work and values.
We think you need these skills to ace Court of Protection - Business Development Manager - Quilter in London
Some tips for your application 🫡
Understand the Role:Before applying, make sure you fully understand the responsibilities and requirements of the Business Development Manager position. Tailor your application to highlight relevant experience in business development, particularly with deputies and personal injury lawyers.
Highlight Relevant Experience:In your CV and cover letter, emphasise your proven track record in business development and your experience dealing with legal professionals. Use specific examples that demonstrate your skills in pitching and relationship building.
Showcase Your Qualifications:Ensure you mention any professional qualifications related to investment management or financial planning. This is crucial as the role requires regulatory qualifications, so make them stand out in your application.
Align with Company Values:Quilter values integrity, curiosity, and collaboration. In your application, reflect these values by discussing how you embody them in your professional life. This will show that you are a good cultural fit for the company.
How to prepare for a job interview at Jobs via eFinancialCareers
✨Understand the Role Thoroughly
Before the interview, make sure you have a deep understanding of the responsibilities and expectations of the Business Development Manager role. Familiarise yourself with the specifics of the Court of Protection services and how they relate to personal injury lawyers and deputies.
✨Showcase Your Expertise
Be prepared to discuss your qualifications and experience in investment management or financial planning. Highlight any relevant achievements that demonstrate your ability to build business relationships and pitch effectively to professionals in this field.
✨Demonstrate Collaboration Skills
Since the role requires working closely with various teams, be ready to provide examples of how you've successfully collaborated in the past. Emphasise your ability to bring together specialists and work towards a common goal.
✨Align with Company Values
Quilter values integrity, curiosity, and collaboration. During the interview, reflect these values in your responses. Share experiences that illustrate your commitment to doing the right thing and embracing challenges, as well as your ability to work effectively within a team.
