Senior Financial Planning Proposition Manager

1 week ago


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

We are seeking a highly skilled Senior Financial Planning Proposition Manager to join our team at Quilter plc. This is an exciting opportunity to play a key role in helping us establish, maintain, and improve a competitive Financial Planning proposition.

Job Description
  • This role will involve working closely with our panel providers to ensure sales data is monitored and any irregularities escalated.
  • You will work alongside other analysis within the business who are responsible for provider system access and payment and valuation data flows.
  • You will also work in close collaboration with other departments of the business to help effectively manage any propositional change delivery.

The ideal candidate will have extensive organisational skills, be able to undertake detailed analysis, especially when doing complex tasks. You will establish provider sales data MI to ensure there is an overview of all business written.

Requirements
  • Extensive knowledge of financial planning and wealth management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and meet deadlines
What We Offer

We offer a competitive salary of £45,000 - £60,000 per annum, depending on experience. In addition, we offer a range of benefits including:

  • Holiday: 182 hours (26 days)
  • Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme
  • Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions
  • Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children
  • Life Assurance: 4x your salary
  • Healthcare Cash Plan: Jersey employees only


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