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For Companies At a Glance
- Tasks: Lead the transformation of Quilter's advice businesses and manage adviser engagement strategies.
- Company: Quilter plc is a top UK wealth manager, overseeing £116.2 billion in customer investments.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Join a dynamic team focused on innovation and making a real impact in financial advice.
- Qualifications: Experience with UK financial advisers and strong leadership skills are essential.
- Other info: We value diversity and promote an inclusive culture where everyone can thrive.
The predicted salary is between 43200 - 72000 £ per year.
Advisory Readiness Lead – Strategic Advice Technology
About the Business
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £116.2 billion in customer investments (as of 30 September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level – Level 6
Department – Finance
Location – London or Southampton
Contract – Permanent
In this role you will be a key member of the leadership team for one of Quilter’s priority initiatives, namely, to transform how our advice businesses operate. The main goal of this role is to ensure the successful delivery and achievement of target outcomes for a key strategic programme workstream.
Key responsibilities include:
- Accountable for the ongoing management of the programme adviser engagement strategy. Responsible for leading the interaction and management between the programme and Advisers.
- Accountable for delivery against the programme workstream plan in line with agreed budgets and priorities.
- Supporting the programme to deliver the targeted business benefits.
- Responsible to be a figurehead for the programmes with distribution. Be highly visible both externally and internally in communicating programme vision, changes and delivery.
- Responsible to champion advisers’ requirements and promote the benefits to advisers from the programme delivery.
- Developing and coaching resources assigned to the project, providing input into performance reviews and support to expand their capabilities and skillset.
- Responsible for the definition, design and set up of a revised and optimised strategic advice process for utilisation by QFP and QFA.
- Accountable for ensuring that the expected technology capability to be delivered by the programme is maximised in the Advisory processes.
- Supporting the other workstreams within ATP ensuring appropriate services and solutions are proposed, planned and delivered in alignment with the defined programme outcomes.
- Ensuring programme delivery is aligned to and delivered in accordance with Quilter policy and standards, and Community of Practice guidelines.
- Managing programme risks and issues ensuring that they are impact-assessed, mitigated and escalated where appropriate.
About You
You will need strong business acumen, the ability to handle complex environments, and manage senior stakeholders. You should be delivery-focused, make agile decisions, and balance multiple tasks and initiatives within strict deadlines.
Key skills and experience include:
- Experience of UK financial advisers and processes.
- Extensive technical knowledge of financial planning and investment management products, services, pricing, and value.
- Exceptional leadership capabilities, with a proven track record of inspiring and engaging teams to transform.
- Strong interpersonal skills and be able to negotiate, build relationships and lead through influence.
- Advice qualifications and front office experience.
- Product and/or proposition management experience.
- Effectively lead multiple projects, ensuring clear progress updates, and quickly handling any risks or issues. It also includes developing the team and managing external consultants and partners.
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 the 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.
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Advisory Readiness Lead - Strategic Advice Technology | London, UK employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisory Readiness Lead - Strategic Advice Technology | London, UK
✨Tip Number 1
Familiarize yourself with the UK financial advisory landscape. Understanding the specific challenges and opportunities that financial advisers face will help you engage effectively with them during the interview process.
✨Tip Number 2
Highlight your leadership experience in transforming teams or processes. Be prepared to share specific examples of how you've inspired and engaged teams to achieve strategic goals, as this is crucial for the role.
✨Tip Number 3
Demonstrate your ability to manage complex stakeholder relationships. Think of instances where you've successfully navigated challenging interactions and how you built trust and influence among senior stakeholders.
✨Tip Number 4
Showcase your knowledge of financial planning and investment management products. Being able to discuss these topics fluently will set you apart and demonstrate your technical expertise relevant to the role.
We think you need these skills to ace Advisory Readiness Lead - Strategic Advice Technology | London, UK
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Advisory Readiness Lead position. Tailor your application to highlight how your experience aligns with the key responsibilities outlined in the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with UK financial advisers and processes, as well as your technical knowledge of financial planning and investment management products. Use specific examples to demonstrate your leadership capabilities and project management skills.
Showcase Your Skills: Make sure to showcase your strong interpersonal skills and ability to manage senior stakeholders. Provide examples of how you've successfully built relationships and led teams through influence in previous roles.
Align with Company Values: Quilter values integrity, curiosity, and collaboration. In your application, reflect these values by discussing how you have acted with integrity in your past roles, sought new ideas, and worked effectively within a team to achieve common goals.
How to prepare for a job interview at Quilter
✨Understand the Business Landscape
Familiarize yourself with Quilter's offerings and their position in the financial advice and wealth management sector. Being able to discuss how your experience aligns with their goals will demonstrate your genuine interest in the role.
✨Showcase Leadership Experience
Prepare examples that highlight your leadership capabilities, especially in transforming teams or processes. Discuss specific instances where you inspired and engaged your team to achieve significant outcomes.
✨Demonstrate Stakeholder Management Skills
Be ready to discuss your experience managing senior stakeholders and navigating complex environments. Highlight your ability to build relationships and influence decisions effectively.
✨Emphasize Your Technical Knowledge
Given the role's focus on financial planning and investment management, be prepared to discuss your technical knowledge of relevant products and services. This will show that you can contribute meaningfully to the advisory process.
