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Strategic Wealth Proposition Developer

1 month ago

London, Greater London, United Kingdom Quilter Full time

Quilter Cheviot Financial Planning, part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management listed on the London and Johannesburg stock exchanges, is seeking a Strategic Wealth Proposition Developer.

About the Role

This role will lead the development of Quilter Cheviot's Financial Planning proposition, aligning with our Investment Management offerings to provide comprehensive wealth management services for clients and advisers. You will work closely with front office, distribution, and specialists from product, investments, and compliance teams.

The successful candidate will be responsible for maintaining current propositions and identifying new opportunities. They will collaborate with stakeholders to design and execute value-driven strategies, prioritizing client outcomes and delivering results through disciplined delivery.

Key Responsibilities
  1. Develop and maintain Quilter Cheviot's Financial Planning offering, ensuring alignment with commercial ambitions and client needs.
  2. Oversight of Centralised Investment Proposition, working with group stakeholders and forums.
  3. Lead the creation of client value propositions, adhering to Consumer Duty requirements, and validate market trends to ensure continued understanding of relevant segments, their needs, and associated trends.
  4. Collaborate in defining adviser value propositions, leveraging competitor analysis and market insight to drive competitiveness of offerings.
  5. Ensure the value, suitability, and longevity of our advice business's Core Investment Proposition, identifying areas for development while working across internal companies and divisions.
Requirements
  • Deep technical knowledge of financial planning and investment management products, services, pricing, and value.
  • Ideal candidate holds advisory qualifications and has front-office experience; technical capability can be proven if necessary.
  • Experience in financial services proposition roles, preferably in wealth management/advice.
  • Strong stakeholder management skills, ability to build relationships with senior leaders and regional offices.
  • Confidence in delivering presentations, advanced influencing and change management skills.
  • Understanding of market information (MI) and ability to find and articulate trends and solutions.
  • Proven track record in product development and key subject matter expert roles.
  • Able to work across divisions, learn new areas of the business, sector trends, and best practice.
  • Self-starter, able to work autonomously and manage teams directly.
Benefits

At Quilter, we offer:

  • Holiday: 26 days
  • Quilter Incentive Scheme: Eligibility based on company performance and individual contribution
  • Pension Scheme: 10% non-contributory company pension scheme
  • Private Medical Insurance: Single cover as standard
  • Life Assurance: 4x salary
  • Income Protection: 75% of salary payable after 26 weeks of absence

We encourage applications from diverse backgrounds and believe that everyone deserves an equal opportunity to thrive.