At a Glance
- Tasks: Lead initiatives and manage projects to enhance operations in wealth management.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Embrace a diverse and inclusive culture with excellent career growth opportunities.
- Why this job: Make a real impact in financial services while driving innovation and change.
- Qualifications: Experience in business management and strong communication skills required.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Business Manager - Wealth Management role at Quilter Cheviot.
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today we are one of the UK’s largest wealth management firms, offering expert discretionary investment management and financial advice to private clients, charities, trustees, and professional partners with straightforward or complex financial needs. Our presence spans the UK, Ireland, Dubai, and the Channel Islands.
About the Role
Level: 4
Location: Regional or London – Hybrid working
Department: Advice
Contract: Permanent
The purpose of the role is to support the Head of Advice and work with the wider team, owning and progressing initiatives within the business, ensuring smooth delivery of day‑to‑day operations and key operational changes.
Responsibilities
- Manage the delivery of key initiatives and embed change within the team.
- Plan and manage project resources, scheduling and budgets.
- Deliver projects to specification, on time and within budget.
- Engage with internal and external stakeholders.
- Coordinate project reports and MI.
- Identify and manage issues and risks proactively.
- Champion change across people, clients, systems, and processes.
- Support team members to carry out their day‑to‑day duties.
- Identify areas for process improvement.
- Monitor Peakon comments and cultural improvements to support the team.
- Prepare reports and presentations for the Head of Advice.
About You
We are looking for a self‑starter with critical thinking skills and experience in business management within financial services:
- Background as a Business Manager in financial services.
- Experience driving digital, data or AI‑enabled solutions to enhance client journeys and business efficiency.
- Strong communication and collaboration skills.
- Ability to work independently and own deliverables.
- Adaptable and comfortable in a fast‑moving environment.
Inclusion & Diversity
We value diversity and actively promote inclusivity. We provide equal opportunity for all applicants based on skills, qualifications, experience, and potential.
Values
- Do the right thing: Act with integrity and go above and beyond for clients and communities.
- Always curious: Seek new ideas and knowledge to stay ahead of clients’ needs.
- Embrace challenge: Transform potential into meaningful outcomes with ambition and commitment to growth.
- Stronger together: Combine diverse talents to achieve more, listen, support, and empower one another.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible.
- Pension Scheme: Non‑contributory company pension.
- Private Medical Insurance: Single cover with optional partner/children add‑on.
- Life Assurance: 4× salary.
- Income Protection: 75% salary (payable after 26 weeks).
- Healthcare Cash Plan: Jersey employees only.
- Additional flexible benefits available through salary deduction.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Business Manager - Wealth Management employer: Quilter Cheviot Ltd
Quilter Cheviot is an exceptional employer, renowned for its commitment to integrity and client satisfaction, making it a leading wealth management firm in the UK. With a strong focus on employee growth, the company offers a supportive work culture that encourages innovation and collaboration, alongside competitive benefits such as a generous holiday allowance, a non-contributory pension scheme, and private medical insurance. The hybrid working model allows for flexibility, ensuring that employees can thrive both professionally and personally in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Business Manager - Wealth Management
✨Tap into Campus Networks
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Don’t shy away from reaching out directly to firms like Quilter Cheviot Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Manager - Wealth Management
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quilter Cheviot Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at Quilter Cheviot Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quilter Cheviot Ltd.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Quilter Cheviot Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quilter Cheviot Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
