Financial Planning and Investment Manager

17 hours ago


London, Greater London, United Kingdom Quilter plc Full time

Career Opportunities: Wealth Management Specialist

About Us

Quilter plc is a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management, with over 250 years of experience.

We have established ourselves as one of the UK's largest wealth management firms, offering a highly personalised service to private clients, charities, trustees, and professional partners.

Our company is part of Quilter plc, listed on the London and Johannesburg stock exchanges, managing over £111 billion in assets.

Key responsibilities include developing the business plan for our integrated financial planning and investment management service for deputies and personal injury lawyers.

  • You will collaborate with Heads of Business Development, key professionals across the business, to identify opportunities to expand our business relationships with professionals in this field.
  • You will lead pitches for business, bringing together specialists from regional and London offices, and work with regulated investment managers and financial planners who will ultimately run mandates and provide ongoing advice.
  • You will help deliver training on court of protection services across the business.
  • A proven track record in dealing with deputies and personal injury lawyers, or equivalent experience, is essential.
  • Strong business development experience, including pitching, with excellent presentation and interpersonal skills.
  • Numerical understanding of pricing within the field of personal injury wealth management.
  • Professional qualifications in Investment management or Financial Planning are required.
What We Offer

Estimated Salary: £60,000 - £80,000 per annum, depending on experience.

Holiday: 182 hours (26 days).

Quilter Incentive Scheme: Eligible employees participate in an incentive scheme to motivate business performance and contributions.

Pension Scheme: A non-contributory company pension scheme can be boosted by personal contributions.

Private Medical Insurance: Single cover as standard, options to increase cover for partner or children.

Life Assurance: 4x salary.

Healthcare Cash Plan: Available to Jersey employees only.


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