Offer summary

Qualifications:

Deep understanding of AR Principles and Advisers operations., Experience in constructing recruitment packages and knowledge of financial services products., Strong understanding of compliance requirements and risk management., Excellent relationship-building skills and knowledge of distribution channels..

Key responsabilities:

Responsible for recruitment and retention of key Appointed Representatives and RIs.

Accountable for assessing and selecting prospective Members and managing their onboarding process.

Maintain strong relationships with new Members and support them through their first year.

Collaborate with various teams to ensure effective delivery of services and good customer outcomes.

Job description

About the Business

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

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: 5

Department: Recruitment & Establishment Team

Location: Homebased, United Kingdom

Contract type: Permanent, Full-Time

Non-Regulated

Our Regional Director role is responsible for the recruitment and retention of key Appointed Representatives (ARs) and RIs. You will ensure that good customer outcomes are central to decision-making. You will be accountable for identifying, contacting, interviewing, assessing, attracting, and selecting appropriate prospective Members and lead on all aspects of decision-making on quality of, risks associated with, prospective Members through to making formal offers to prospective recruits.

You’ll be responsible for the agreement and implementation of a transfer plan with the Member and work with key stakeholders to ensure that any initial production loss to the Member is minimised whilst also ensuring that each Members’ progress is documented appropriately in line with risk and governance.

Great at maintaining strong working relationships you will be accountable for building, managing and maintaining relationships with new Members.

Supporting and managing new Members through the first year of Membership and being a key communication link between them and QFP.

You will be re-negotiating contracts at review points, in particular, rate reviews.

Maintaining competency in QFP’s technology and processes, in particular the Membership Contract, Recruitment process, Sales Process, Training process and content, and FSA requirements for recruitment.

Ensure that you keep your knowledge of the marketplace up to date and share this with colleagues whilst also collaborating with your colleagues to ensure that you deliver to Members in the most effective way and one that delivers good customer outcomes.

You’ll develop a strong sense of team within the Wealth Network and actively look for opportunities for cross collaboration within teams.

Support a culture of service excellence and continuous improvement, placing the customer experience front and centre.

You will build strong relationships across the other areas of the business, such as Quilter Cheviot, UK Platform and Operations, identifying opportunities to leverage knowledge, skills and experience for customer and commercial benefit.

About You

The ideal candidate will have a deep understanding of the way in which different types of AR Principles and Advisers operate and a track record of building relationships quickly and effectively.

You will have a wealth of experience in constructing recruitment packages and a deep understanding of the way in which Advisers work.

You will bring excellent knowledge of distribution, wholesaling arrangements, point of sale systems and financial services products.

Knowledge of all product sectors and distribution channels as well as a comprehensive understanding of all product sectors and distribution channels.

You will have a strong understanding of Compliance requirements and operating within a risk managed environment.

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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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