Retirement Specialist

3 days ago

Southampton, Hampshire, United Kingdom Quilter Full time
About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us

About the Role

Level: 5

Department: Proposition

Location: Southampton, United Kingdom (hybrid-working)

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

The job role sits in Quilter's proposition team. The proposition team at Quilter plays a crucial role in driving the company's strategic initiatives and ensuring the delivery of high-quality financial products and services. This team is responsible for developing and managing Quilter's product offerings, ensuring they meet regulatory requirements and align with market demands. The structure of the proposition team includes various specialists who focus on different aspects of product development, such as technical support, regulatory compliance, and customer engagement. Their work is integral to Quilter's success, as they help maintain the company's competitive edge by continuously innovating and improving the product portfolio.

As part of the pensions technical team, you will play a vital role in ensuring that the company's pension and retirement planning initiatives are both innovative and compliant with relevant regulations. This team is responsible for providing expert advice on pension tax and regulation to the business as well as to the adviser community, developing new retirement planning initiatives, and ensuring that all marketing and sales activities are aligned with corporate goals and regulatory requirements.

Key responsibilities:
  • Are a specialist on pension regulatory and tax developments that will impact the retirement market. Working with the Head of Retirement to identify horizon risks and opportunities. Assist in the development of pension and retirement planning initiatives, ensuring they are compliant and aligned with good customer outcomes.
  • Providing clear and accurate advice on marketing developments, distribution ideas, and other initiatives.
  • Conducting detailed analysis of complex situations, using legislative knowledge to make recommendations that shape product development, support the Technical Helpdesk function and internal Operations teams.
  • Where required lead on the technical input to Project deliveries.
  • Represent Quilter externally whether at industry, HMRC or trade body meetings ensuring that Quilters views are heard. Will be happy to represent Quilter in the media.
  • Ensure Quilter continues to be known for its technical excellence.
Key stakeholders:

Head of Retirement

Head of Proposition

Head of Technical Sales

Change delivery

Consumer Duty

This role will directly contribute to positive outcomes by shaping the Quilter retirement proposition. It will ensure that Quilters processes and practices are technically accurate and support advisers and customers achieving good outcomes.

About You

To be successful in this role:
  • you will have or are on the way to achieving a deep knowledge of the pension technical specialism and an understanding of other Tax and Trust rules.
  • Have an excellent understanding of the long terms savings market and industry and relevant regulations and their associated principles.
  • You will bring a drive and enthusiasm to the role with a desire for continued development and knowledge.
  • You should have relevant industry qualifications at Diploma or Chartered status within CII/PFS route and/or the PMI.
  • You must have, or be willing to build, a strong industry network outside of Quilter.
  • You will be an articulate and confident communicator who listens to others and talks honestly, able to work in partnership with others to deliver.
  • You are a confident presenter.
Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: 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.
Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

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

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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

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