Adviser Support Consultant

Job title:

Adviser Support Consultant

Company

Quilter

Job description

What the Hiring Manager SaysAt 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!The Advice Hub is a critical growth function across the Quilter Group. Consisting of Financial Planners and Adviser Support Consultants, providing first class ongoing financial advice to clients who have joined us as a result of acquisitions. The Advice Hub is a place for individuals to thrive, embrace digital and deliver positive client outcomesYou will work closely with your individually named advisers to offer a personable, fully supported service. This will involve building, developing and maintaining strong relationships with the advisers to enable them to be fully entrusted in the service provided. You will need to be able to adopt a one-on one approach with the advisers to establish their needs and identify pinch points.Previous financial services experience is ideal, but full on the job training will be given making this a fantastic entry route into a career with Quilter.-Adviser Support ManagerAbout the RoleLevel: 2Department: Quilter Adviser Support – The Advice HubLocation: Fully remote – Monday until Friday, 35 hours per weekContract type: PermanentIn this role, you’ll be responsible for various essential tasks to ensure the smooth functioning of our financial services operations.Your duties will include preparing client reviews, processing new business, and handling compliance and provider documentation for paraplanning. You’ll also play a key role in obtaining fund values and information from providers, as well as collating and analysing client data.One crucial aspect of your role will be to maintain the advisers’ pipeline, ensuring it’s consistently up to date and sufficiently recorded. You’ll provide essential email support for advisers, becoming fully established with their clients and understanding their unique circumstances.Additionally, you’ll need to manage and organise your own workloads effectively while maintaining strong communication with advisers, keeping them fully informed at every stage of the process.About YouApplications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don’t match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.To be successful in this role, you should ideally possess some prior knowledge or experience in the financial services industry. While working towards a Level 4 Diploma would be advantageous, it’s not essential for this role. We’re looking for someone with a keen eye for detail, coupled with strong written and telephone-based communication skills.Being proactive and innovative in problem-solving is crucial, as you’ll encounter various challenges in this dynamic environment. Proficiency in Microsoft Office applications, including Word, Excel, and Outlook, is necessary to carry out your responsibilities efficiently.If you’re someone who thrives in a fast-paced environment, enjoys working with data and communication tools, and is eager to contribute to the success of our team, we’d love to hear from you. Join us in making a positive impact on our clients’ financial well-being and advancing your career in the financial services sector.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.#LI-FD1Core BenefitsHoliday: 26 daysQuilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company’s performance and their contribution to itPension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributionsPrivate Medical Insurance: Single cover as standard, cover can be increased at your own costLife Assurance: 4x your salary, cover can be increased at your own costIncome Protection: 75% of salary payable after 26 weeks of absenceIn addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

Expected salary

Location

England

Job date

Wed, 02 Oct 2024 07:07:53 GMT

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