Financial Planning Team Manager - South

Financial Planning Team Manager - South page is loaded

Financial Planning Team Manager - South

Apply locations England (Home Workers) time type Full time posted on Posted 8 Days Ago time left to apply End Date: April 19, 2025 (15 days left to apply) job requisition id R4267

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £119.4 billion in customer investments (as at end December 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 business, 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 Cheviot Financial Planning.

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: 4

Department: The Advice Hub - Distribution

Location: Homebased, United Kingdom (35 hours per week, Monday until Friday 9-5pm)

Contract type: Permanent, Full-Time

As part of expansion plans for The Advice Hub we are looking to recruit an additional Financial Planning Team Manager to lead a team of Financial Planners based in the South of England.

The role will be to coordinate the efforts of the team to deliver ongoing servicing to existing customers and grow our relationship with them. Predominantly through the means of remote financial advice, the team look to increase client retention and deliver on the advice needs of our customers. The Financial Planning Manager is responsible for the day-to-day delivery of service to our valued customers and the delivery of developments within The Advice Hub.

The team will consist of Financial Planners with varying levels of Advisory experience therefore coaching and mentoring is essential to this role. Oversight of the team’s delivery against our advice standards, service standards and competence. In addition to business targets set.

Creating a positive and productive team culture is essential, with targeted expansion plans already underway. The Financial Planning Team Manager will also have responsibility for recruitment of new Financial Planners into the team.

The role will also be a regulated role therefore it’s essential the successful candidate is Level 4 Diploma qualified in Financial Advice.

The successful candidate will join The Advice Hub management team where it is very much a collaborative contribution to deliver against our plans.

About You

The ideal candidate will be able to demonstrate previous experience in the following key areas:

• Advice/sales
• Client relationship management
• Coaching/mentoring skills
• Relevant business development experience
• Leading/managing people

As the Financial Planning Team Manager, you will have a track record of working in financial services in a management or senior advisory position.

You will be experienced in regulated financial advice.

Be delivery focused, with high energy and drive, and ability to deliver through others.

Have exceptional interpersonal skills – able to build relationships and lead through influence at different levels.

Creative problem-solving skills including negotiation and conflict resolution skills.

Able to utilise strong mentoring and coaching skills to engage and lead advisers.

You will be focused on results and achievement of targets.

Have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others.

You must have your Level 4 diploma in Financial Advice to be considered for this opportunity.

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.

About Us

We create brighter financial futures for every generation.

We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.

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.

Flexible Working

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.

Our promise to you

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.