Financial Planning Strategist

6 days ago

London, Greater London, United Kingdom Quilter Full time
Overview

We are seeking an experienced Financial Planning Strategist to join our team at Quilter Cheviot Financial Planning.

About the Role

This is a unique opportunity to work alongside our sister company, providing highly personalised and comprehensive financial advice for individuals and families with significant investments. As a key member of our team, you will play a vital role in developing and implementing strategies that drive growth and competitiveness in the market.

Key Responsibilities
  • Conduct target market analysis, validation, and review to ensure we continue to understand our relevant segments, their needs, and associated trends.
  • Define product, service, and pricing opportunities to drive competitiveness of our offerings for advisers based on competitor analysis and market insight.
  • Engage with regional teams to inform plans and development roadmaps.
  • Develop and deliver training programs to drive best practice and proposition adoption.
Requirements

To be successful in this role, you will require:

  • Deep technical knowledge of financial planning and investment management products, services, pricing, and value.
  • Advice qualifications and ideally front office experience.
  • Experience in financial services proposition roles, ideally wealth management/advice.
  • Strong stakeholder management skills, with the ability to work effectively and build relationships with senior leaders and regional offices.
Salary and Benefits

The salary for this role is estimated to be around £60,000 - £80,000 per annum, depending on experience. Additionally, you will receive a range of benefits, including:

  • 26 days holiday.
  • Quilter Incentive Scheme, a company performance-based incentive 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.

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