Client Lead Triage Manager

4 months ago

London, UK, United Kingdom Quilter Full time
What the Hiring Manager Says

The commercial & proposition team are responsible for defining and executing key growth initiatives to drive value for clients and shareholders. We also develop the related client value proposition to enable these growth plans and ensure good client outcomes.

This role is central to the management and delivery of these growth objectives, helping us mature our approach to executing lead generation initiatives and managing new client enquiries. The candidate will need to be comfortable engaging with prospective clients (inbound & outbound), identifying their high-level objectives and evaluating the best way to support them, before then introducing suitable potential clients to relevant front office experts. The role requires the candidate to collectively work with central and front office teams to develop feedback loops focused on continuous development, good client outcomes and ensuring tangible return on investment. The candidate will also be working collaboratively to manage associated 'nurturing' activities to support potential new clients who might not be ready for our services yet. This is a great opportunity to help us evolve and scale our new client generation activities.

Commercial Manager, Quilter Cheviot Financial Planning

About the Role

Level: 4

Department: Quilter Cheviot - Commercial & Proposition

Location: London - Hybrid

Contract type: Permanent

Non-regulated

The prospective client triage manager is the first point of contact for prospective clients. You are client focused, taking pride in providing an excellent client experience. You will be skilled at building trust to gain a good understanding of a client's needs, circumstances and how our services might benefit them. Your day-to-day role will include;
  • Managing new inbound enquiries from prospective clients, from multiple lead generation sources
  • Managing new outbound opportunities, engaging with prospective clients who have registered interest in our services and/or events with a view to booking a meeting with a Financial Planner
  • Managing the execution of effective nurturing campaigns through outbound calling, email communication and newsletters, tracking the success of each campaign
  • Arranging meetings and supporting prospective clients up to their meeting with a Financial Planner
  • Work with the broader commercial team to ensure robust and valuable MI is captured and correctly recorded, identifying areas for improvement and demonstrating/tracking ROI
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.
  • Financial Planning and/or Investment Management qualifications essential
  • Experience working with enquiries/clients, demonstrating an ability to understand wealth management propositions and typical client objectives
  • Familiarity with lead generation initiatives and strategic growth plans
  • Need to bring ownership to drive development and value
  • Excellent communication and listening skills, able to build rapport, identifying needs and requirements from prospective clients
  • Focused on delivering exceptional client service
  • Strong collaboration skills
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

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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