Implementation Consultant

6 months ago

London, United Kingdom Quilter Full time

What the Hiring Manager Says

The Business Consultancy function is a vital component of the Quilter Financial Planning Network. Since its establishment, we have evolved into a cohesive team of professionals, committed to providing bespoke consultancy support to aid advice firms in managing their businesses effectively.

Business consultancy is based on a mantra of helping firms to ‘Run Profitability, Grow Sustainably and Exit Confidently’ by making a significant impact in the following areas:

- Improving asset & process alignment: We focus on improving the alignment of assets and processes to ensure smooth operations within firms.
- Enhancing firm profitability and productivity: We enhance the this across firms in all advice areas.
- Improving staff and adviser retention and recruitment: We have demonstrated success stories where we have facilitated firms in their growth and productivity enhancement.

After significant success, Quilter have taken the decision to invest further in our function and we are pleased to now be recruiting for three implementation consultants to augment our delivery capability as we evolve our offering to serve a broader range of advisers.

It is an incredibly exciting time to join us and you will play a fundamental role in building the next phase of our team.

About the Role

Level: 4

Department: Business Consultancy - Network

Location: London, England / Homeworker

Contract type: Permanent

The Business Consultancy function is a vital component of the Quilter Financial Planning Network. Since its establishment, we have evolved into a cohesive team of professionals, committed to providing bespoke consultancy support to aid advice firms in managing their businesses effectively.

Business consultancy is based on a mantra of helping firms to ‘Run Profitability, Grow Sustainably and Exit Confidently’ by making a significant impact in the following areas:

- Improving asset & process alignment: We focus on improving the alignment of assets and processes to ensure smooth operations within firms.
- Enhancing firm profitability and productivity: We enhance the this across firms in all advice areas.
- Improving staff and adviser retention and recruitment: We have demonstrated success stories where we have facilitated firms in their growth and productivity enhancement.

After significant success, Quilter have taken the decision to invest further in our function and we are pleased to now be recruiting for three implementation consultants to augment our delivery capability as we evolve our offering to serve a broader range of advisers.

It is an incredibly exciting time to join us and you will play a fundamental role in building the next phase of our team.

About You

Applications 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.

**Experience**:

- You should have a strong business acumen, ideally with experience of delivering commercial outcomes personally. For example, helping to run a business or worked closely with those in this position.
- Prior experience in a consultancy/sales management/training and development/supervisory role, preferably within the financial planning or advisory sector.
- Familiarity with the advisory lifecycle and the challenges faced by advice firms can be beneficial.

**Skills**:

- You must be strong presenter and be able to present both online, in person in small groups and on main stage conferences.
- Strong analytical and problem-solving skills to identify and address challenges.
- Excellent communication skills to effectively lead advice firms through consultancy modules and to work collaboratively with colleagues.
- Leadership/management/development guidance skills of the servicing and operational aspects of an advice-based firm.
- Excellent interpersonal skills are critical to build strong, trusting relationships quickly.
- Keen interest in behavioural economics/social science/psychology.

Flexibility: Willingness to work flexibly and to travel across the UK as required.

Collaboration: Ability to work across the following areas:

- Business strategy
- Marketing
- Financial and management controls
- Leadership and management development
- Information technology
- E-business
- Project, Risk and Change management

Educational Background:

- A bachelor’s degree in business, finance, economics, or a related field is preferred, however not essential.
- Certifications related to financial Planning or business consultancy are advantageous.
- Evidence of training development/coaching competencies/project management.

Competencies
- Communication & Relationship Building: Empathetic and effective communicator, adept at understanding a diverse range of clients and their businesses to facilitate necessary changes.
- Analytical Proficiency: Capable of interpreting Management Infor

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