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For Companies At a Glance
- Tasks: Build strong business relationships and provide strategic advice to help clients thrive.
- Company: Join Quilter plc, a leading wealth management firm with a focus on innovation.
- Benefits: Enjoy a competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact in financial services while developing your career in a dynamic environment.
- Qualifications: Experience in financial services sales and a deep understanding of client needs.
- Other info: Work from home with regular travel across the London/Southeast region.
The predicted salary is between 36000 - 60000 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £***** billion in customer investments (as of September ****). 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
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, including our colleagues. 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: 4
- Department: Distribution
- Location: Homebased, United Kingdom (You must be based in London/Southeast - There will be travel on a regular basis)
- Contract Type: Permanent
- Regulated/Non-Regulated: Non-regulated
Our Relationship Managers are expected to develop business to business relationships with Appointed Representatives (ARs) by providing objective advice and assistance relating to the strategy, structure, management, and operations of their business so they can maximise the development of their business, in line with our corporate objectives and sales delivery. You will ensure that good customer outcomes are at the centre of decision making. You will work with ARs across a broad geographical area to understand their short-, medium- and long-term goals. You will then work collaboratively with the owner(s) of the ARs to deliver a strategy and plan to achieve those objectives.
You’ll collaborate with colleagues and stakeholders to deliver appropriate and coordinated support to ARs whilst also developing a strong sense of team and actively look for opportunities for cross collaboration within teams, with the ability to navigate complex political environments, managing multiple stakeholders. Contribute to the effective on-boarding of new ARs is essential as we continue to grow our business. You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance. Work across the wider Quilter business to ensure an integrated client offering is in place where appropriate.
About You
The ideal candidate will have a wealth of experience working in a financial services' sales environment with a deep understanding of the way in which different types of AR principles and Advisers operate. You will have a broad understanding of the way in which Firms and Advisers work and how to build strong relationships that are professional and beneficial to both parties. Experienced in operating in a Financial Advice network. You'll have a wide knowledge and comprehensive understanding of all product sectors, distribution channels, industry, and regulatory landscapes. Detailed knowledge of the wealth, mortgage and protection propositions including Platforms and asset gathering. You will have good knowledge and understanding of Compliance requirements and operating within a risk managed environment.
Part of this role includes being based and travelling around your region at least 3 days a week with the remainder of the time working from home. You must be based in the London/Southeast area to be able to easily travel around your region.
Relationship Manager in England employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager in England
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Show your personality! When you get the chance to meet potential employers or clients, let your authentic self shine through. Share your ideas and experiences, and don’t hesitate to ask questions. This will help you stand out and make a lasting impression.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like Quilter, and express your interest in working with them. You never know when an opportunity might arise, and showing initiative can really pay off.
✨Tip Number 4
Utilise our website! At StudySmarter, we’ve got loads of resources to help you prepare for interviews and ace those networking opportunities. Check out our tips and tools to ensure you’re ready to impress when the time comes!
We think you need these skills to ace Relationship Manager in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Relationship Manager role. Highlight your experience in financial services and any relevant skills that align with our goals at Quilter. We want to see how you can help us develop strong business relationships!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background makes you a perfect fit for our team. Don’t forget to mention your understanding of ARs and how you can support their growth.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to build relationships and drive results. We love numbers, so if you’ve increased sales or improved client satisfaction, let us know!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us at Quilter!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry, especially around wealth management and the specific products Quilter offers. Understanding the nuances of how Appointed Representatives operate will give you a leg up in the conversation.
✨Showcase Relationship Building Skills
Prepare examples from your past experiences where you've successfully built and maintained professional relationships. Highlight how these relationships led to positive outcomes for both parties, as this is crucial for a Relationship Manager role.
✨Be Ready to Discuss Strategy
Think about how you would approach developing strategies for ARs. Be prepared to discuss your thought process and any frameworks you might use to help them achieve their business goals. This shows that you can think critically and strategically.
✨Demonstrate Team Collaboration
Since the role involves working with various stakeholders, come prepared with examples of how you've collaborated with teams in the past. Emphasise your ability to navigate complex environments and how you’ve contributed to a cohesive team effort.
