Search Consultant | London, UK

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc oversees £116.2 billion in customer investments (as at end 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 businesses, 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 Private Client Advisers.

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.

About the Role:

• To drive the initial engagement, tracking of application and onboarding of quality Registered Individuals (all as Restricted Financial Planners - RFPs) into Quilter Financial Advisers (QFA), the National Advice arm of Quilter PLC.
• The focus of the Search Consultant will be to support the Regional Director source and convert high quality recruits, ensuring the recruit journey meets the expectations set out by Quilter.
• Accountable for identifying, contacting and nurturing appropriate prospective RIs to join QFA.
• You would be expected to utilise the full marketing mix in your prospecting activities from email campaigns, social media, direct mail, telephone calls and shadowing face to face meetings with the RD (where appropriate).
• You will be responsible for helping prospective RIs complete appropriate application paperwork, guiding them through the process whilst working collaboratively with the Membership team.
• You will look to maintain a good relationship with all new recruits, gathering referrals where possible and ensuring that the brand image remains strong.
• You are responsible for maintaining and updating your recruitment data in the online CRM platform, Workable.
• You will ensure you keep your knowledge of the marketplace up to date and share this with the wider recruitment team and other colleagues.
• You will develop a strong sense of team within the business and actively look for opportunities for cross collaboration within teams.
• You will ensure you work compliantly, in partnership with Risk and Compliance.
• You will support a culture of service excellence and continuous improvement, placing the customer experience front and centre.
• You will build strong relationships across the business, living our values of Do the right thing, Always curious, Embrace challenge and Stronger together.

Consumer Duty:

In the realm of consumer duty, it is imperative for individuals to adhere to the prescribed rules with utmost professionalism and integrity. You are required to conduct yourself in alignment with consumer duty principles, primarily by operating in good faith toward customers. This entails being transparent, honest, and ethical in all consumer interactions, ensuring trust and credibility are maintained at all times.

About You:

• Deep understanding of the way in which different types of advisers work, employed vs self-employed, bancassurance vs IFA.
• Good knowledge of Wealth businesses and how they operate.
• A track record of building relationships quickly and effectively.
• Experience of working in a fast-paced recruitment environment.
• Excellent ability to articulate a proposition and outline the benefits.
• Strong presentation skills required.
• Competent IT capabilities needed, use of LinkedIn, CRM system etc.
• A willingness to learn and develop your career.
• Target driven mindset and comfortable in a pressurised environment.

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.

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.
• Embrace challenge: We aim high to transform our potential into meaningful outcomes.
• Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.

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.