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- Tasks: Lead and manage ParaPlanning and client administration teams to enhance client service.
- Company: Join Quilter Cheviot, a top UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Shape the future of wealth management while making a real impact on clients' financial journeys.
- Qualifications: Professional qualification in Financial Planning and experience managing teams in the HNW sector.
- Other info: Embrace a diverse and inclusive culture where your contributions are valued.
The predicted salary is between 48000 - 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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. 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: QC Advice
Location: Regional Office or London
Contract: Permanent
Reporting to the Head of Advice, this role will be part of the Financial Planning team and support all Paraplanning and client administration needs across the Financial Planning population, based across a number of locations nationally, and their clients.
This role will:
- Through your ParaPlanning and Administration management teams, manage the delegation of Paraplanning and client administration work to ensure the needs of our clients are met.
- Ensure ParaPlanning and client administration processes are regularly reviewed to ensure these are fit for purpose and best support our clients, proactively identifying improvements for the efficiency of the team.
- Establish strong relationship and an open dialogue with the Financial Planning Area Directors to ensure smooth operations between the Financial Planning and Paraplanning and Administration teams.
- Ensure relevant and insightful MI is produced regularly to monitor and report on the activities, risks and deliverables within your area. Attend relevant governance meetings as required.
- Identify and manage resource gaps, escalating as appropriate to the Head of Advice.
- Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients.
- Participate in wider cross departmental or company wide projects as required.
- Proactively enhance industry and company knowledge, through external and internal sources.
- Travel is required in the role as appropriate to ensure connectivity with your teams across the country.
People & Leadership responsibilities
- To ensure that the team operates in compliance with all relevant legislation, rules, codes of conduct and in-house policies and procedures.
- To ensure the team is managed within its agreed budget, if relevant, regularly reviewing resourcing requirements and authorising all relevant expenditure.
- To ensure that employees receive appropriate training and coaching, as well as adequate supervision and monitoring, to enable them to fulfil their tasks, meet required Company standards and enable them to achieve personal objectives.
- To review regularly the performance of employees in accordance with the Company’s guidelines, giving clear objectives and the requirements for the role and, where relevant, ensure that appropriate performance management or disciplinary action is dealt with in a prompt and fair manner, in accordance with the Company’s policies and procedures, and in conjunction with HR.
- To ensure that all employees are treated in a fair and appropriate manner and support a diverse workforce.
- To ensure that appropriate confidentiality and protection of data is maintained for all members of the team.
- To ensure the welfare of employees in accordance with Company health and safety policies.
Consumer Duty
This role will ensure good client outcomes by ensuring the ParaPlanning support and advice to our clients, as well as the administrative service they receive, is of the highest standard.
About You
- Must have professional qualification relevant to the Financial Planner role, in line with FCA requirements. A willingness to study towards additional qualifications in QC’s specialist advice licence areas, if not held already, is desirable.
- Proven experience managing ParaPlanning teams in the HNW private client sector, managing administration teams in addition to this would be desirable.
- Deep understanding of financial planning, investments, and regulatory requirements.
- Knowledge of legal and tax implications for advisory solutions.
- Experience delivering goals and targets in a regulated environment.
- Strong leadership and people management skills, including coaching skills.
- Strong problem solving skills.
- Ability to lead in a matrix environment.
- Strong attention to detail and focus on quality to ensure team delivery to a high standard.
- Experience of IT solutions such as Voyant and xplan.
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.
Head of Advice Operations in Chester employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Advice Operations in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Quilter Cheviot thoroughly. Understand their values, services, and recent news. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your answers to common interview questions, especially those related to leadership and problem-solving. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your experience managing ParaPlanning teams.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining us at Quilter Cheviot and ready to contribute to our mission.
We think you need these skills to ace Head of Advice Operations in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Head of Advice Operations role. Highlight your experience in managing ParaPlanning teams and any relevant qualifications. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it engaging and personal, just like we do at StudySmarter.
Showcase Your Leadership Skills: Since this role involves managing teams, be sure to highlight your leadership experience. Share examples of how you've coached and developed others, as well as how you've tackled challenges in a matrix environment.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments and regulatory requirements. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed teams in the past, particularly in a high-net-worth environment. Highlight your coaching abilities and how you've helped team members achieve their goals, as this is crucial for the Head of Advice Operations role.
✨Understand the Company Culture
Familiarise yourself with Quilter Cheviot's values and mission. Be ready to discuss how your personal values align with theirs, especially around integrity, curiosity, and collaboration. This will demonstrate that you're a good cultural fit.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's future direction, particularly in relation to client outcomes and operational efficiency. This shows that you're not only interested in the role but also in contributing to the company's success.
