Senior Financial Planning Leader

3 weeks ago

London, Greater London, United Kingdom Quilter Full time
What the Hiring Manager Communicates

At Quilter Cheviot Financial Planning, we are on a trajectory of growth and enhancement in our financial advisory capabilities. As we expand our team of Financial Planners, we have a unique opportunity to influence the future of our sector and the broader QCFP organization.

In alignment with this growth strategy, we are eager to introduce innovative initiatives and methodologies. To facilitate this, we are in search of a proactive leader to assist Financial Planners in executing our organic growth objectives.

From talent acquisition and onboarding to training, mentoring, and professional development, we seek a leader who is genuinely dedicated to inspiring and cultivating planners to achieve exceptional performance while identifying new strategies to provide a premier service to our clients, ensuring optimal client outcomes remain paramount.

Position: Financial Planning Manager

About the Position

Level: 5

Department: Quilter Cheviot Financial Planning (QCFP)

Contract Type: Permanent

Due to our ongoing expansion, Quilter Cheviot Financial Planning is seeking a Financial Planning Manager to collaborate with our innovative and forward-looking financial planning team.

The Financial Planning Manager will oversee a team of Financial Planners regionally, who are tasked with ongoing client servicing and retention, as well as identifying new business opportunities.

The primary focus of this role is on leadership, management, and the development of Financial Planners, while also supporting business growth and delivering advice directly to our clients.

Key Responsibilities:

Sales Management
  • Oversee a team of Financial Planners
  • Ensure production aligns with profitability targets in accordance with business objectives
  • Facilitate collaboration between Financial Planners and their Investment Manager counterparts
  • Plan joint initiatives to enhance business development opportunities
  • Lead and manage local initiatives and events
  • Monitor business production and client engagement strategies
  • Oversee employment contracts and performance evaluations
  • Support the continuous development of the team to uphold high advisory standards
  • Conduct observations of client meetings, providing coaching and feedback for enhanced performance
  • Establish and analyze Management Information related to QCFP
  • Ensure all necessary MI is compiled and reported as required
  • Assist in recruiting and developing high-quality Financial Planners to sustain business growth
  • Disseminate key communications from QCFP across all advisers
People & Leadership
  • Exemplify leadership qualities and embody Quilter's values to inspire and motivate the team
  • Manage the Financial Planner team to deliver the core QCFP proposition
  • Contribute to cross-group collaboration and participation in value-adding initiatives
  • Work with senior leadership to develop colleagues and identify talent
  • Collaborate with other members of the regional leadership team
  • Support the development of a diverse workforce
Relationship Management
  • Establish and maintain trust-based relationships with key stakeholders
  • Act as a role model to foster open and constructive relationships
  • Resolve conflicts and operational challenges impacting team effectiveness
Continuous Improvement
  • Promote a culture of service excellence and continuous improvement
  • Encourage an environment where innovative ideas and solutions are valued
  • Ensure all professional interactions comply with regulatory standards
  • Ensure all advisers are trained and aware of their responsibilities within compliance guidelines
Technical Competencies
  • Knowledge of sales management and client advisory processes
  • Understanding of compliance and training requirements
  • Awareness of market and industry trends
Behavioral Competencies
  • Capability building and people development
  • Proven leadership and motivational skills
  • Strong problem-solving abilities
  • Proactive approach to driving action
About You

We value diverse backgrounds, as they contribute to our inclusive organization. If you feel you may not meet every requirement, we encourage you to consider applying, as you could bring valuable perspectives to this role.

You will possess substantial experience in the financial services sector, particularly in advisory roles, with a background in investments, linked products, collective investment schemes, life insurance, and/or employee benefits.

Essential skills include:
  • Client relationship management and service excellence
  • Business development and origination
  • Strong compliance and risk management skills
  • Adaptability in rapidly changing environments
  • Self-directed learning and ability to interpret industry developments
Core Benefits

Holiday: 26 days

Incentive Scheme: All employees are eligible to participate based on company performance

Pension Scheme: 10% non-contributory company pension scheme

Private Medical Insurance: Single cover as standard, with options for enhancement

Life Assurance: 4x salary coverage, with options for enhancement

Income Protection: 75% of salary after 26 weeks of absence

In addition to core benefits, we offer a range of flexible benefits available through salary deductions.

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