Business Manager - Wealth Management
Business Manager - Wealth Management

Business Manager - Wealth Management

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support the Head of Advice and manage key business initiatives.
  • Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
  • Benefits: Enjoy competitive salary, flexible working, and comprehensive health benefits.
  • Why this job: Shape the future of wealth management while making a real impact.
  • Qualifications: Experience in business management within financial services preferred.
  • Other info: Dynamic, inclusive culture with opportunities for personal and professional growth.

The predicted salary is between 36000 - 60000 £ per year.

Business Manager – Wealth Management page is loaded## Business Manager – Wealth Managementlocations: London: Birmingham: Edinburgh: Chester: Leedstime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 24, 2025 (17 days left to apply)job requisition id: R4870# ****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: 4Location: Regional or London – Hybrid workingDepartment: AdviceContract: PermanentThe purpose of the role is to support the Head of Advice and work with the wider team. The role will include ongoing ownership and progression of initiatives within the business. This will include ensuring the business is well positioned to conduct day-to-day activities as well as ensuring that key operational changes are landed smoothly.* Managing the delivery of key initiatives implemented to support the team and supporting the Head of Advice to embed change* Project planning and resource management* Project delivery to specification, timescales and budget* Internal and external stakeholder management* Co-ordinating project reports and MI as requested* Proactive issue and risk management* Experienced in managing change across people, clients, systems and processes* Responsible for ensuring colleagues in the team are adequately equipped to carry out their day-to-day duties* Proactively identifying areas for process improvements* Monitoring Peakon comments and cultural improvements to ensure the team are supported appropriately* Co-ordinating and preparing reports and presentations for the Head of Advice# ****About You****The role requires someone with the ability to apply critical thinking to complex problems to determine new or enhance existing solutions across operating model applications.Previous experience as a Business Management from within Financial services is preferredExperience in implementing strategies leveraging digital, data or AI solutions to enhance client journeys, drive engagement or make business process / efficiency improvements.Strong communication skills.Collaborate effectively with cross-functional and local teams to deliver meaningful results.Comfortable in a fast-moving environment, that requires someone who is both adaptable and a self-starter with the ability to learn quickly.Able to work independently, taking full ownership of assigned deliverables.#LI-VS1 #QC #QuilterCheviot****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.**We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more. #J-18808-Ljbffr

Business Manager - Wealth Management employer: Quilter plc

Quilter Cheviot is an exceptional employer, offering a dynamic work culture that prioritises inclusivity and employee growth. With a strong commitment to personal development, competitive benefits including a generous holiday allowance and private medical insurance, and the opportunity to work in a hybrid environment across major UK cities, we empower our employees to thrive while making a meaningful impact in wealth management.
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Quilter plc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Manager - Wealth Management

✨Tip Number 1

Network like a pro! Reach out to people in the wealth management sector, especially those at Quilter Cheviot. A friendly chat can open doors and give you insights that a job description just can't.

✨Tip Number 2

Prepare for the interview by researching common questions for Business Managers in wealth management. Think about how your experience aligns with their needs and be ready to share specific examples.

✨Tip Number 3

Show off your problem-solving skills! Be ready to discuss how you've tackled complex issues in the past, especially in financial services. This will demonstrate your critical thinking abilities.

✨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 genuinely interested in joining our team at Quilter Cheviot.

We think you need these skills to ace Business Manager - Wealth Management

Project Management
Stakeholder Management
Change Management
Critical Thinking
Data Analysis
Communication Skills
Resource Management
Process Improvement
Report Preparation
Collaboration
Adaptability
Self-Starter
Problem-Solving Skills
Experience in Financial Services

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Business Manager role. Highlight your experience in financial services and any relevant projects you've managed. 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 wealth management and how you can contribute to our team. Keep it engaging and personal – we love a good story!

Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've tackled complex problems. We’re looking for critical thinkers who can enhance our operations, so let us know how you’ve done this in the past!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!

How to prepare for a job interview at Quilter plc

✨Know Your Stuff

Before the interview, dive deep into Quilter Cheviot's history and values. Understand their approach to wealth management and be ready to discuss how your experience aligns with their mission of providing personalised financial advice.

✨Showcase Your Change Management Skills

Since the role involves managing change, prepare examples from your past where you've successfully implemented new strategies or processes. Highlight your ability to adapt and lead teams through transitions.

✨Engage with Questions

Prepare thoughtful questions that show your interest in the role and the company. Ask about their current initiatives in wealth management or how they embrace digital solutions to enhance client experiences.

✨Demonstrate Team Spirit

Quilter Cheviot values collaboration, so be ready to discuss how you've worked effectively in cross-functional teams. Share specific instances where you contributed to team success and supported colleagues in achieving common goals.

Business Manager - Wealth Management
Quilter plc
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Q
  • Business Manager - Wealth Management

    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-10-10

  • Q

    Quilter plc

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