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- 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 expertise.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Shape the future of finance while collaborating with industry experts in a dynamic environment.
- Qualifications: Proven experience in business development and relevant professional qualifications required.
- Other info: Hybrid working model available, allowing flexibility in your work-life balance.
The predicted salary is between 43200 - 72000 £ per year.
Head of Corporate & Entrepreneurs Business Development
Head of Corporate & Entrepreneurs Business Development
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today, it is one of the UK's largest wealth management firms, offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We provide a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has a presence throughout the UK, Ireland, and the Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions, and discretionary fund management. Quilter plc is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as of March 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge, now is a great time to join us.
About the Role
Level: 6
Department: Distribution
Location: London – hybrid working
Contract: Permanent
You will be responsible for developing the business plan for our integrated financial planning and investment management services, focusing on business opportunities related to company sales, entrepreneurs requiring personal and professional financial planning, and specialist advice into accountancy, actuarial, and tax consultancy businesses. Additionally, you will lead in developing and pitching for new business. Qualified in your own right, you will possess deep expertise and empathy in dealing with end clients.
Key Responsibilities:
- Collaborate with the Proposition team to design and deliver a market-leading range of propositions for Quilter Cheviot, including pricing and promotion strategies for professionals.
- Act as the company's spokesperson in the media post-launch and seek continual improvements to maintain a market-leading position.
- Work with the Head of Business Development to develop and execute the annual business plan, identifying opportunities to expand relationships with professionals in this field.
- Gather regional and London office specialists to pitch for business, acting as the lead expert.
- Participate fully in the pitch process with end clients, working alongside specialist investment managers and financial planners who will manage mandates and provide ongoing advice.
- Develop and deliver training on divorce services across the business.
Consumer Duty
This role will impact customer outcomes by identifying target markets and ensuring propositions meet their needs. You will work with proposition teams to ensure offerings remain aligned and appropriate.
SMCR Roles
This is a Certification role requiring relevant qualifications (Function 4).
About You
- Highly collaborative with significant gravitas.
- Proven experience dealing with deputies and personal injury lawyers, whether as a lawyer, investment manager, financial planner, or in a related business development role.
- Business development experience, including pitching with strong presentation and interpersonal skills.
- Professional qualifications in Investment Management or Financial Planning as specified by regulatory authorities.
- Numerical skills with an understanding of pricing in personal injury wealth management.
Our Values
- Do the right thing: Act with integrity and go above and beyond for clients and communities.
- Always curious: Seek new ideas and knowledge to stay ahead of client needs.
- Embrace challenge: Aim high and transform potential into outcomes.
- Stronger together: Collaborate, listen, support, and challenge constructively.
Core Benefits
- Holiday: 26 days (182 hours)
- Incentive Scheme: Participation available to incentivise performance.
- Pension: Non-contributory scheme with optional personal contributions.
- Private Medical Insurance: Single cover, options for family coverage.
- Life Assurance: 4x salary.
- Income Protection: 75% of salary after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
- Flexible benefits available via salary deduction.
Quilter is a prominent name in UK financial services, providing advice, investments, and wealth management to help our customers…
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Head of Corporate & Entrepreneurs Business Development | London, UK (London) employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Corporate & Entrepreneurs Business Development | London, UK (London)
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with corporate clients and entrepreneurs. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in financial planning.
✨Tip Number 2
Familiarise yourself with Quilter Cheviot's services and values. Understanding their approach to client relationships and their market position will help you articulate how your skills align with their goals during interviews.
✨Tip Number 3
Prepare to discuss your previous business development successes in detail. Be ready to share specific examples of how you've pitched for new business and built relationships with key stakeholders in the financial sector.
✨Tip Number 4
Stay updated on regulatory changes and market dynamics affecting wealth management. This knowledge will not only enhance your credibility but also demonstrate your commitment to providing informed advice to clients.
We think you need these skills to ace Head of Corporate & Entrepreneurs Business Development | London, UK (London)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Head of Corporate & Entrepreneurs Business Development position. Tailor your application to highlight relevant experience in business development, financial planning, and investment management.
Craft a Compelling CV: Your CV should clearly showcase your professional qualifications, relevant experience, and key achievements in business development. Use quantifiable results to demonstrate your impact in previous roles, especially in pitching and client management.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your collaborative nature and how your skills align with Quilter Cheviot's values. Mention specific experiences that demonstrate your ability to develop business plans and pitch effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Quilter
✨Understand the Company and Its Values
Before your interview, take the time to research Quilter Cheviot thoroughly. Familiarise yourself with their history, values, and recent developments in the wealth management sector. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the company.
✨Showcase Your Business Development Experience
Prepare specific examples from your past roles that highlight your business development skills, particularly in pitching and collaborating with professionals. Be ready to discuss how you've successfully identified opportunities and built relationships in similar contexts.
✨Demonstrate Your Expertise
As a candidate for the Head of Corporate & Entrepreneurs Business Development role, it's crucial to showcase your deep expertise in financial planning and investment management. Be prepared to discuss industry trends, pricing strategies, and how you can contribute to the company's growth.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and interpersonal skills. Think about how you would handle specific situations related to client interactions or business pitches, and be ready to articulate your thought process clearly.
