Head of Estates Management
3 weeks ago
Job Summary:
We are seeking a highly skilled and experienced Head of Estates Management to join our team at Quilter plc. As a key member of our organization, you will be responsible for the development and maintenance of our Financial Planning Advice Standards.
Key Responsibilities:
* Develop and maintain Quilter Cheviot's Financial Planning Advice Standards
* Ensure good client outcomes remain at the centre of our business and culture
* Proactively own Quilter Cheviot Financial Planning's advice standards
* Provide thought and design guidance, processes, and controls to ensure consistency and practicality
* Manage multiple challenging priorities at once
Requirements:
* Deep understanding of Financial Planning practices and models
* Competent relationship management and stakeholder engagement
* Diploma qualified level 4 in Financial Advice
* Advanced Diploma / Chartered level 6 in Financial Advice (desirable)
What We Offer:
* 182 hours (26 days) holiday
* Quilter Incentive Scheme
* Pension Scheme
* Private Medical Insurance
* Life Assurance
* Healthcare Cash Plan
About Us:
We are a leading provider of advice, investment platforms, multi-asset investment solutions, and discretionary fund management. We are committed to using our expertise and care to guide our customers through challenging times.
Our Culture:
We value diversity and strive to promote inclusivity in all aspects of our culture. We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
How to Apply:
If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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