Head of Regional Offices

6 days ago

Liverpool, Merseyside, United Kingdom Quilter Full time
What the Hiring Manager Says

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

This role is core to our strategy as it manages our private client investment management teams across our 10 UK regional offices in accordance with the agreed corporate strategy and business plan, ensuring compliance with all relevant regulatory requirements. If you want to play a part in shaping the future of our business, bringing new ideas and challenge to a key senior role then now is a great time to join us.

About the Role

Level: Level 7 (Executive Director)

Department: Investment Management

Location: Regional - Liverpool, Birmingham, Edinburgh, Glasgow, Leeds, Manchester, Leicester, Bristol, Salisbury and Belfast

Contract type: Permanent

Regulated / non regulated: Regulated

Key accountabilities
  • To develop and maintain an up-to-date business plan for the private client investment management teams in the allocated regions, as agreed with the CEO.
  • To agree the individual annual targets and objectives of each investment management team and monitor performance against these targets, whilst ensuring compliance with all applicable legislation, rules, codes of conduct and in-house policies and procedures.
  • To work closely with QCFP to ensure connectivity an alignment between Investment Managers and Financial Planners.
  • To oversee the maintenance of appropriate levels of training and competence for all relevant individuals within the investment management population, in conjunction with the Heads of Offices
  • To ensure the provision of appropriate flows of information and administrative services to the investment management teams in compliance with all applicable regulatory requirements and controls.
  • To monitor, in conjunction with the Heads of Office, the investment performance of the portfolios managed by the investment management teams, ensuring compliance with the clients' objectives as well as regulatory requirements.
  • To authorise variations from the Company's standard fee charging schedules in accordance with the company's procedures on fee structures.
  • To liaise with the CEO, Sales and Marketing to develop and implement new business opportunities for the company, increasing funds under management.
  • To attend the Executive Committee, liaising with other committee members to assist in achieving the committee's objectives as well as attending other regular forums and meetings.
  • Visit UK regional offices several times a year.
  • Chair Quarterly Heads of Office meetings and coordinate presenters.
Management accountabilities:
  • To ensure that the regional teams operates in compliance with all relevant legislation, rules, codes of conduct and in-house policies and procedures.
  • To ensure the team is managed within its agreed budget, if relevant, regularly reviewing resourcing requirements and authorising all relevant expenditure.
  • To ensure that Heads of Office are recruiting employees who are competent and relevant for the position are recruited and in accordance with the company's recruitment policy.
  • To ensure that employees receive appropriate training and coaching, as well as adequate supervision and monitoring enable them to fulfil their tasks, meet required company standards and enable them to achieve personal objectives.
  • To regularly review the performance of employees in accordance with the company's guidelines, giving clear objectives and the requirements for the role and, where relevant, ensure that appropriate performance management or disciplinary action is dealt with in a prompt and fair manner, in accordance with the company's policies and procedures, and in conjunction with HR.
  • Responsible for the annual compensation review for the regional IM and support staff teams
  • To ensure that all employees are treated in a fair and appropriate manner and not discriminated against.
  • To ensure that appropriate confidentiality and protection of data is maintained for all members of the staff.
  • To ensure the welfare of staff in accordance with Company health and safety policies.
About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

Attention to Detail: Handles tasks with thoroughness and accuracy. Recognises and resolves errors.

Communication: Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language.

Technical: Has technical knowledge appropriate to the role, including relevant computer systems, and keeps this knowledge up to date.

Time Management: Effectively balances priorities to meet agreed deadlines for individual and teamwork.

Demonstrates flexibility to adapt to changing business needs.

Teamwork: Ensures individual and team actions build excellent business practices and is accountable for results. Recognises and rewards inventive initiative for business-driven results.

Builds and leads effective teams by imparting knowledge and skills. Leads on cross-departmental projects.

Decision Making: Makes appropriate decisions to develop strategies to manage risk and control expenses.

Corporate Focus and Behaviour: Possess executive presence within the company and industry. Uses opportunities to build the business and enhance results. Executes strategy within defined parameters.

Holds self and others to the highest standards of professional and technical excellence.

Client Focus: Creates client-focussed solutions by capitalising on resources and opportunities. Experience in balancing client outcomes at the centre of delivering a business strategy. Understands and uses regulation to ensure safe and sound business decisions to avoid causing foreseeable harm and ensure good client outcomes are achieved.

Managing and Leading: Provides leadership in following company policies and practices. Plans for and adapts to changes in the industry. Demonstrates exceptional judgement and managerial courage. Active in succession planning initiatives. Focuses on profitability, using and allocating resources, effectively managing costs.

Embraces change, communicates both positive and negative messages. Epitomises constructive management and leadership skills, directing and empowering, coaching and motivating

Qualifications and other requirements:
  • Professional qualifications as specified by the relevant regulatory authority and the Company's T&C Scheme.
  • A professional attitude at all times.
  • A minimum of 3-4 nights a month away from home
#LI-VS1 #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

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

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.

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