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 experience.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Flexible hybrid working and a culture that values diversity and collaboration.
- Why this job: Shape the future of wealth management while making a real impact in clients' lives.
- Qualifications: Proven experience with deputies and personal injury lawyers; strong business development skills required.
The predicted salary is between 60000 - 80000 £ 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 £126.3 billion in customer investments (as at 6th August 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: Distribution
Location: Leeds, Manchester flexible - 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 a 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.
Responsibilities
- 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 offices across the North of the UK to pitch for business, acting as the lead expert.
- 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.
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 Lead in Leeds employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a collaborative and inclusive work culture that values diversity and encourages personal growth. With a strong commitment to employee development, competitive benefits including a generous holiday allowance, private medical insurance, and a non-contributory pension scheme, we empower our team members to thrive in their careers while making a meaningful impact in the wealth management sector. Located in vibrant cities like Leeds and Manchester, we provide a flexible hybrid working environment that fosters innovation and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Court of Protection Business Development Lead in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the wealth management field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! You’ll need to showcase your expertise and empathy when dealing with clients and professionals. Prepare a few key points about your experience and how you can add value to Quilter Cheviot. Remember, confidence is key!
✨Tip Number 3
Stay updated on industry trends! Read up on the latest news in wealth management and personal injury law. This will not only help you in interviews but also show that you’re genuinely interested in the field and ready to contribute to the team.
✨Tip Number 4
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. Don’t forget to tailor your application to highlight your business development skills and experience with deputies and personal injury lawyers.
We think you need these skills to ace Court of Protection Business Development Lead in Leeds
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with deputies and personal injury lawyers. We want to see how your skills align with our needs, so don’t hold back on showcasing your relevant expertise!
Showcase Your Collaboration Skills:Since this role is all about working with various teams, emphasise your collaborative experiences. Share examples of how you’ve successfully worked with others to achieve business goals – we love a team player!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key achievements stand out. Remember, less is often more!
Apply Through Our Website:We encourage you to submit your application through our website for the best chance of being noticed. It’s super easy, and you’ll be one step closer to joining our fantastic team at Quilter Cheviot!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Make sure you have a solid understanding of the Court of Protection and the specific needs of deputies and personal injury lawyers. Brush up on relevant laws, financial planning strategies, and investment management principles. This will not only help you answer questions confidently but also demonstrate your expertise.
✨Show Your Empathy
Since this role involves dealing with sensitive client situations, be prepared to showcase your empathy and interpersonal skills. Think of examples from your past experiences where you've successfully navigated challenging conversations or built strong relationships with clients. This will highlight your ability to connect with end clients effectively.
✨Pitch Perfect
As a Business Development Lead, you'll need to pitch ideas convincingly. Practice your presentation skills ahead of time. Prepare a mock pitch for a hypothetical service you might offer to deputies or personal injury lawyers. This will help you articulate your thoughts clearly and show that you're ready to take the lead in business development.
✨Collaborate and Communicate
This role requires working closely with various teams. Be ready to discuss how you’ve collaborated in the past and how you plan to bring together specialists across regional offices. Highlight your communication skills and your approach to teamwork, as these are crucial for success in this position.
