Financial Planning Proposition Lead

6 days ago


London, Greater London, United Kingdom Quilter plc Full time
Job Description

We are seeking a highly skilled Financial Planning Proposition Lead to join our Wealth Management team at Quilter plc. This is a fantastic opportunity to lead the development of our Financial Planning proposition and contribute to the success of our business.

About the Role

The successful candidate will be responsible for maintaining current propositions and identifying new and evolutionary opportunities in collaboration with front office, distribution, and specialists from product, investments, and compliance.

You will own Quilter Cheviot's Financial Planning offering, developing, maintaining, and ensuring the execution of a propositional roadmap linked to our commercial ambitions and client needs.

  • Client Value Proposition: Conduct target market analysis, validation, and review to ensure we continue to understand our relevant segments, their needs, and associated trends.
  • Adviser Value Propositions: Collaboratively define product, service, and pricing opportunities to drive the competitiveness of our offerings for advisers based on competitor analysis and market insight.
About You

To succeed in this role, you will need a deep understanding of financial planning and investment management products, services, pricing, and value. Ideal candidates will have advice qualifications and ideally front-office experience.

You should also possess strong stakeholder management skills, with the ability to work effectively and build relationships with our senior leaders and regional offices. Confidence in delivering presentations, with advanced influencing and change management skills, is essential.

What We Offer

We offer a competitive salary of £85,000 per annum, plus benefits including 26 days' holiday, a pension scheme, private medical insurance, and life assurance.



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