Client Liaison Co-ordinator

Fixed Term Contract Duration - 11 Months

What the Hiring Manager says

This is an exciting opportunity to be part of the North West & Northern Ireland team working from our Chester office with the option for hybrid working. We have an existing team of 12 Client Relationship colleagues who have a vast range of experience in supporting our 17 Financial Planners and ensuring good client outcomes. In addition to this, we have an Office Administrator within the team. Your role would complement the current team and support our planners in building relationships with our clients by working alongside a fellow Client Liaison to ensure that meetings are arranged in a timely manner and managed efficiently.

I am proud to lead a team in such a successful Region and would like you to play a part in its continued success as our Client Liaison. This role is the first point of contact for a lot of our clients so I cannot stress enough how important it is that the service they receive is first class.

We have a supportive and nurturing culture in the Region and every member of the team is valued for their contribution to the success of the business. We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.

The selection process will comprise of a competency-based interview.

Jes MacDougall - Client Relationship Manager

About the Role

Level: Level 2

Department Financial Planning - Client Relationships

Location: Chester (NW&NI)

Contract type: Fixed Term Contract -12 months

You will provide a positive and professional service to our clients. You will organise planner’s diaries, considering their workload and the location of the client meeting. You may be required to research clients to obtain up to date contact details. You will be confident in demonstrating the benefits of a meeting to the client, as well as being able to manage their expectations in relation to appointment availability. You will ensure that clients are kept informed through all steps of the meeting process as well as following up on agreements that are made with clients in relation to future contact.

About You

You will have a confident telephone manner and a flexible communication style to accommodate all clients.

You will need to be highly professional and client focussed.

You will deliver on promises and ensure that you organise your time efficiently.

You will be a team player and understand how your role affects both the region and our clients.
- Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures._
- In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._
- Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there._
- We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us_
- #LI-VS1 #QCFP #QC_

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.