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For Companies At a Glance
- Tasks: Manage client transitions and ensure smooth operational changes within the business.
- Company: Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: 26 days holiday, pension scheme, private medical insurance, and performance incentives.
- Why this job: Join a dynamic team and make a real impact on client experiences in wealth management.
- Qualifications: Experience in project management, stakeholder management, and data analysis within financial services.
- Other info: Embrace a culture of diversity, inclusivity, and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
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.
About the Role
- Level: 4
- Department: Relationship Management
- Location: London (Hybrid)
- Contract: Permanent
The purpose of the role is to provide ongoing ownership and progression of Advice initiatives, specifically which relate to client transitions, 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. Manage client analysis and change work to support acquisition projects, and other ad hoc initiatives, as they arise. Any change which impacts clients must be managed extremely carefully to ensure minimal disruption to clients and enabling continued service delivery from Quilter Cheviot.
- Project planning and resource management, including relevant reporting and proactive issue and risk management
- Project delivery to specification, timescales and budget
- Internal and external stakeholder management
- Support in ensuring all client communication which relates to client transitions is effective and distributed in a timely manner and that Advisers are set up to receive and deliver great outcomes in the future
- Ensure all relevant system updates and client processes are in place and followed for any client change work
- Proactive identification of areas for process improvements
- Support as required the delivery of other key initiatives implemented to support the team and Head of Advice to embed change, for example IT change projects in the advice space
About You
You will be able to demonstrate experience in the following areas:
- Project management/co-ordination
- Management of internal & external stakeholders
- Data analysis & report writing
- Client relationship management
- Change management
You will have experience within Financial Services and have an understanding of the advice framework & ongoing service delivery. You will be comfortable in a fast-moving environment, that requires someone who is both adaptable and a self-starter with the ability to learn quickly. You will be able to work independently, taking full ownership of assigned deliverables.
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.
Client Transitions Manager in Leeds employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Transitions Manager in Leeds
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Quilter Cheviot on LinkedIn. A friendly chat can give us insider info about the company culture and the role, plus it shows our genuine interest.
✨Tip Number 2
Prepare for the interview by practising common questions related to project management and client transitions. We should also think of examples from our past experiences that highlight our skills in change management and stakeholder engagement.
✨Tip Number 3
Showcase our adaptability! During interviews, we can share stories that demonstrate how we've successfully navigated fast-paced environments and managed change. This will resonate well with the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, we can keep an eye on any updates or new roles that pop up.
We think you need these skills to ace Client Transitions Manager in Leeds
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Transitions Manager role. Highlight your project management experience and how it aligns with our needs at Quilter Cheviot. We want to see how you can bring your unique skills to our team!
Showcase Your Experience: Don’t just list your previous roles; explain how your experience in financial services and change management has prepared you for this position. We love seeing real examples of how you've successfully managed client transitions or stakeholder relationships.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon where possible. We appreciate a well-structured application that gets straight to the point while still showcasing your personality!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Quilter Cheviot!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you understand the ins and outs of client transitions and project management in the financial services sector. Brush up on Quilter Cheviot's values and how they align with your own experiences. This will help you demonstrate that you're not just a fit for the role, but also for the company culture.
✨Showcase Your Stakeholder Management Skills
Prepare examples of how you've successfully managed internal and external stakeholders in previous roles. Be ready to discuss specific challenges you faced and how you navigated them. This will show that you can handle the complexities of client relationships and operational changes.
✨Be Ready to Discuss Change Management
Since the role involves managing change initiatives, think of instances where you've led or contributed to change projects. Highlight your approach to minimising disruption and ensuring smooth transitions, as this is crucial for maintaining client satisfaction.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing projects, and how success is measured in the role. This not only shows your interest in the position but also gives you a chance to assess if the company aligns with your career goals.
