Quilter
Job title:
Client Campaigns Relationship Support
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!Client Campaigns is designed to support advisers understand the intricacies of individual client banks and where appropriate help to transition across and under the Quilter umbrella. The role provides the opportunity for individuals and firms to work closely with Client Campaigns to create an end-to-end client journey with the ‘heavy lifting’ being controlled and allowing the individuals/firms to have more client contact.Because of the diversity of the work we do, no two days are ever the same and the Client Campaigns Relationship Support will be a pivotal contact between Firms, Advisers, The National Hub Paraplanning, Providers and the wider Quilter Financial Planning business.Head of Client CampaignsAbout the RoleLevel: 3Department: Client Campaigns – DistributionLocation: Homebased, United Kingdom (Fully Remote)Contract type: Permanent, Full-TimeNon regulatedYou will be expected to have a good understanding of the financial advice process and will be closely working with experienced paraplanners within the National Hub. Your role will be supporting the relationship with both individuals and firms that have expressed a desire to align themselves closer to Quilter. Our core objective is to take away the ‘heavy lifting’ and ensure that no matter the size of the client bank, we are supporting them on this journey and ensuring good client outcomes at all times.The first stage will be to meet with the firm/adviser to understand their client bank and discuss their individual objectives, whilst introducing the support framework we have available to them. Whilst this is a remote working opportunity, you will have an element of travel within the role.Subsequent to the initial client meeting, you will carry out a thorough analysis of their client bank to understand the opportunity and highlight any obstructions to doing business. You will be analytical in your approach and will be calculating savings where appropriate to create a master project report. We will do our best to work a traffic light system, identifying the immediate opportunities and tailor this to the objectives gathered from the initial meeting.With an appropriate plan in place, the Client Relationship Support team will be the link between the individual/firm and the Adviser Support Hub Paraplanning team. You will be continuously observing to ensure that all parties are working in unison with each other all the way through to applications being submitted and completing. This is a role whereby you will become the key reference point and will be reacting at pace to seek solutions and liaise with teams across Quilter Financial Planning and building relationships.You will be managing your relationships through monthly or bi-weekly sessions to review the priorities and help with keeping the momentum. Client Campaigns provide regular updates on the progress of individuals and firms with a consistent approach.You will be using the knowledge you build from adviser interactions to share ‘best practice’ and support the onboarding of new opportunities.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 succeed in this post, you will have extensive organisational and planning skills. You will have strong analytical skills and the ability to present your findings to firms and individuals.You naturally have a curious mind and are proactive in problem solving and know how to be resourceful.Multi-tasking comes as second nature to you and enables you to meet tight deadlines, whilst still having a positive attitude to build strong relationships with both internal and external stakeholders.You will have experience within the financial planning industry to support your understanding of the processes we follow and the products we recommend. You need to be proficient in the use of Microsoft Office including Word, Excel, and Microsoft outlook.Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.#LI-FD1#LI-remoteCore 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, 17 Jul 2024 03:09:16 GMT
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