Advisory Readiness Lead - Strategic Advice Technology

Advisory Readiness Lead - Strategic Advice Technology

Advisory Readiness Lead - Strategic Advice Technology

Apply locations London Southampton time type Full time posted on Posted 2 Days Ago time left to apply End Date: January 10, 2025 (13 days left to apply) job requisition id R4114

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 £116.2 billion in customer investments (as of 30 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 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 - Level 6

Department- Finance

Location - London or Southampton

Contract - Permanent

In this role you will be a key member of the leadership team for one of Quilter's priority initiatives, namely, to transform how our advice businesses operate. The main goal of this role is to ensure the successful delivery and achievement of target outcomes for a key strategic programme workstream.

Key responsibilities include:

• Accountable for the ongoing management of the programme adviser engagement strategy. Responsible for leading the interaction and management between the programme and Advisers.
• Accountable for delivery against the programme workstream plan in line with agreed budgets and priorities.
• Supporting the programme to deliver the targeted business benefits.
• Responsible to be a figurehead for the programmes with distribution. Be highly visible both externally and internally in communicating programme vision, changes and delivery.
• Responsible to champion advisers' requirements and promote the benefits to advisers from the programme delivery.
• Developing and coaching resources assigned to the project, providing input into performance reviews and support to expand their capabilities and skillset.
• Responsible for the definition, design and set up of a revised and optimised strategic advice process for utilisation by QFP and QFA.
• Accountable for ensuring that the expected technology capability to be delivered by the programme is maximised in the Advisory processes.
• Supporting the other workstreams within ATP ensuring appropriate services and solutions are proposed, planned and delivered in alignment with the defined programme outcomes.
• Ensuring programme delivery is aligned to and delivered in accordance with Quilter policy and standards, and Community of Practice guidelines.
• Managing programme risks and issues ensuring that they are impact-assessed mitigated and escalated where appropriate.

About You

You will need strong business acumen, the ability to handle complex environments, and manage senior stakeholders. You should be delivery-focused, make agile decisions, and balance multiple tasks and initiatives within strict deadlines.

Key skills and experience include:

• Experience of UK financial advisers and processes.
• Extensive technical knowledge of financial planning and investment management products, services, pricing, and value.
• Exceptional leadership capabilities, with a proven track record of inspiring and engaging teams to transform.
• Strong interpersonal skills and be able to negotiate, build relationships and lead through influence.
• Advice qualifications and front office experience.
• Product and/or proposition management experience.
• Effectively lead multiple projects, ensuring clear progress updates, and quickly handling any risks or issues. It also includes developing the team and managing external consultants and partners.

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.

Flexible Working

At Quilter, we believe our workplace needs to work for you, and we want to enable that by creating 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.

About Us

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.

Quilter is 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.