Proposition Development Manager

4 weeks ago

London, Greater London, United Kingdom Quilter Full time
About the Role

This is an exciting opportunity to lead the development of Quilter Cheviot's Financial Planning proposition, working closely with our sister company, Quilter Cheviot Financial Planning. As a key member of our Wealth Management team, you will be responsible for maintaining current propositions and identifying new and evolutionary opportunities.

Key Responsibilities
  • Develop and maintain a comprehensive wealth management proposition that meets the needs of our clients and advisers.
  • Work with front office, distribution, and specialists from product, investments, and compliance to ensure the execution of a propositional roadmap linked to our commercial ambitions and client needs.
  • Oversee the Centralised Investment Proposition, working with other group stakeholders and forums to ensure its value, suitability, and longevity.
  • Represent our proposition needs at relevant governance forums and engage with regional teams to inform plans and development roadmaps.
  • Train and develop regional teams to drive best practice and proposition adoption.
  • Owning propositional related literature and its associated content, collaborating with Marketing to ensure timely and appropriate communication to the business and adviser community.
About You

We are looking for a leader with strong technical knowledge of financial planning and investment management products, services, pricing, and value. You will have experience in financial services proposition roles, ideally wealth management/advice, and be able to work effectively with senior leaders and regional offices. You will be confident in delivering presentations and have advanced influencing and change management skills, being seen as a trusted partner with a true understanding of our clients, teams, products, and business drivers and risks.

Our Values

We are committed to our values of Do the right thing, Always curious, Embrace challenge, and Stronger together. We believe that by working together, we can achieve more than we could alone.

Benefits

We offer a range of benefits, including 26 days' holiday, a Quilter Incentive Scheme, a 10% non-contributory company pension scheme, private medical insurance, life assurance, and income protection. In addition, we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

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