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- Tasks: Lead the launch of a new Wealth Management division and deliver personalised financial advice.
- Company: Join a dynamic partner firm of Quilter, located near Derby, focused on innovative financial solutions.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a supportive team culture.
- Why this job: Be at the forefront of building a new division, shaping its culture and processes while mentoring future advisers.
- Qualifications: Must hold a UK Level 4 Diploma in Financial Advice and have 3-5 years of relevant experience.
- Other info: Ideal for those with an entrepreneurial spirit and a passion for compliance and client relationships.
The predicted salary is between 43200 - 72000 £ per year.
CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE
One of Quilter's partner firms located just outside of Derby close to junction 25 of the M1 is currently looking to recruit an experienced Financial Adviser on an employed basis to launch and develop their new Wealth Management division, delivering compliant financial advice, creating internal systems and training processes, and laying the foundations for future adviser recruitment and leadership.
Key Responsibilities
- Deliver personalised, restricted financial advice using the Quilter proposition.
- Manage and convert a high volume of inbound leads from our existing client bank and introducers.
- Build referral pathways from internal mortgage and protection teams.
- Develop internal best practice documents, client scripts, onboarding workflows and training materials.
- Lead from the front in terms of service, culture and professionalism.
- Train and mentor internal and future wealth advisers.
- Contribute to adviser recruitment and the scaling strategy of the wealth division.
- Ensure compliance with all FCA and Quilter guidelines and requirements.
Experience & Qualifications
- Level 4 Financial Advice Qualification (e.g. DipFA or equivalent).
- 3 to 5+ years of experience in a regulated financial advice role.
- Demonstrable experience within a restricted or unrestricted model, ideally Quilter or similar.
- Experience working in or with mortgage/protection environments advantageous.
- Leadership and/or process design experience is highly desirable.
Personal Attributes
- Entrepreneurial spirit with a passion for building business from foundation.
- High attention to detail and strong compliance awareness.
- Comfortable working under pressure and at pace.
- Exceptional communicator and relationship builder.
- Ambitious, proactive, and team oriented.
Head of Wealth Management employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with Quilter or similar firms. Attend industry events and seminars to make connections that could lead to referrals or insider information about the role.
✨Tip Number 2
Familiarise yourself with the Quilter proposition and their compliance guidelines. Understanding their specific approach will not only help you in interviews but also demonstrate your commitment to aligning with their values and practices.
✨Tip Number 3
Prepare to discuss your leadership and mentoring experiences in detail. Think of specific examples where you've successfully trained others or developed processes, as this will be crucial for the role's responsibilities.
✨Tip Number 4
Showcase your entrepreneurial spirit by thinking of innovative ideas for building the new Wealth Management division. Be ready to present these ideas during your discussions, as they will highlight your proactive approach and vision for the role.
We think you need these skills to ace Head of Wealth Management
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently feature your UK Level 4 Diploma in Financial Advice in your CV and cover letter. This is a key requirement for the role, so it should be one of the first things the hiring team sees.
Showcase Your Experience: Detail your experience in regulated financial advice roles, especially if you have worked within a restricted or unrestricted model. Use specific examples to demonstrate how your past roles align with the responsibilities outlined in the job description.
Emphasise Leadership Skills: Since the role involves training and mentoring future wealth advisers, highlight any leadership or process design experience you have. Share examples of how you've successfully led teams or developed training materials in previous positions.
Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements and responsibilities mentioned in the job description. Use keywords from the listing to ensure your application resonates with the hiring team and demonstrates your understanding of the role.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Financial Advice Qualification and any relevant experience you have in regulated financial advice roles. Be prepared to discuss how your qualifications align with the requirements of the Head of Wealth Management position.
✨Demonstrate Leadership Skills
Since this role involves training and mentoring future wealth advisers, be ready to share examples of your leadership experience. Discuss how you've successfully led teams or developed processes in previous roles, as this will show your capability to build a strong wealth management division.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on FCA guidelines and Quilter's specific requirements. Be prepared to discuss how you ensure compliance in your work and provide examples of how you've navigated compliance challenges in the past.
✨Highlight Your Entrepreneurial Spirit
This position requires an entrepreneurial mindset, so think about how you've built or contributed to business initiatives in the past. Share your vision for developing the new Wealth Management division and how you plan to create internal systems and training processes.
