Quilter

Infinite Financial Services, established in 2010, has offices in Chorley and Appleby in the Northwest of England. As a "Key Account" of Quilter Financial Planning, one of the UK's largest financial planning networks, Infinite FS and Patrick James Solutions (a trading style of Infinite FS) are dedicated to forging long-term relationships with clients by providing trusted mortgage and protection advice. Nestled in the beautiful Cumbrian countryside and the main office in the market town of Chorley, we take pride in serving clients both locally and across the nation. We are committed to delivering top-tier, personalised advice services, either face-to face or remotely. Our expertise allows us to offer a comprehensive range of insurance services to safeguard homes, lives, or businesses in adverse situations. Our goal is to ensure clients' security and peace of mind through honest mortgage market advice. We are in search of a seasoned Mortgage & Protection Sales Advisor to become part of our vibrant team based in Chorley, aiding clients in finding tailored solutions for their personal and business needs. Our company prides itself on exceptional customer service and guiding customers to the finest Mortgage & Protection products available, thus it is crucial that the prospective candidate shares this commitment Responsibilities: Provide comprehensive Mortgage & Protection advice to a diverse range of clients Assess clients' financial circumstances to determine suitable Mortgage & Protection products Offer guidance on Protection products related to the Mortgage process, such as life assurance, protecting your income, your family and your home Maintain up-to-date knowledge of the Mortgage & Protection market and related financial products Liaise with lenders, providers, estate agents, and solicitors to ensure smooth transactions Prepare and submit detailed Mortgage & Protection applications on behalf of clients Ensure compliance with all relevant regulations and laws Deliver exceptional customer service, building and maintaining long-term client relationships Qualifications: CeMAP qualification and, ideally " competent adviser status". Demonstrated experience as a Mortgage & Protection Advisor with a solid history of generating new sales and seeing them through to completion Essential Skills: In-depth knowledge of the Mortgage & Protection industry and financial regulations Outstanding communication and interpersonal abilities Capability to work autonomously and collaboratively Exceptional numeracy and meticulous attention to detail Dedication to ongoing professional development Resilient, optimistic, and amiable disposition Driven by success Consistently acting in the customer's best interest. Capacity to manage stress and forge robust partnerships Salary and Benefits: The position offers a lucrative earning potential on a self employed basis with full admin support. Additional benefits include opportunities for career advancement, a supportive and team-oriented work environment, continuous training and development, servicing a broad client base with numerous mortgage maturity dates, a flexible work schedule with home and office options, comprehensive back-office administrative support, and the option to work a four-day week Our organization is steadfast in its commitment to diversity and inclusivity. We believe that a diverse team enriches our work environment and enhances the quality of our services. We are dedicated to creating an inclusive space where everyone, regardless of their background, can thrive and contribute to our collective success. Self generation of leads will be required initially for this role How to Apply: Please send your CV and a cover letter detailing your experience and why you would be a perfect fit for this role to .

Department: Customer Service Centre Location : Southampton Contract type : Permanent What the hiring manager says I'm looking for client-focused individuals with a passion for customer service to join our fast paced, dynamic environment to help us provide our customers with the support they need when they call us about Quilter pension and investment products. Working in our Customer Service Centre, successful candidates will build relationships and rapport, showing empathy and resilience when dealing with client queries; often needing to liaise with departments across our business to manage the varied and sometimes complex phone calls we receive. If successful, you will join one of our teams and undergo comprehensive classroom training before you 'go live' in your role. You will receive support to help you achieve your future short and long-term goals and ambitions through regular coaching and monthly one to ones with your manager. I have both full time and part time roles available. Anyone who joins us on a part-time basis will need to work full-time initially, to complete their product training and induction, but once the 9 week training programme has completed, they will work their agreed hours and days. To ensure candidates have the most rewarding and informative experience during the recruitment process, they are invited to come to an Assessment Centre. During the Assessment Centre candidates will be able to shadow our Customer Service Advisers and listen to live calls. There will also be a practical call assessment and a knowledge retention test hosted by our training team, together with a competency-based interview asking candidates to draw from their previous relatable experiences. More about the role Our Customer Service Advisors receive between 30-40 phone calls a day. They handle queries, having been trained to explain complex information in a way our customers will understand. At times, our advisors may deal with complaints, liaise with different areas within our business and investigate certain calls. No matter what our advisors are dealing with, they always ensure they honour given time scales to our customers and fulfil our promises for call backs, updates or emails. As our customers' needs evolve, our advisors are trained in how to show empathy in emotional or challenging situations, and to have resilience when dealing with difficult conversations. Our colleagues play a vital role in our business, so we do what we can to acknowledge their hard work by holding regular recognition and social events, that provide awards, prizes and contribute to peer reviews. Our standard working hours are 35 hrs per week, Monday to Friday with no weekends, but we are delighted to be piloting increased hour contracts for colleagues that would like to work more hours and increase their earnings 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. You will be passionate about providing the best possible service to your customers. You will be confident speaking to customers and taking over 30 phone calls a day to explain detailed information, and be a key point of contact for the business. You will be able to demonstrate that you're continuously able to develop and adapt in a fast-paced and constantly changing environment, and are receptive to all feedback. Your experience will show you're able to handle sometimes complex and challenging conversations professionally and with empathy, ensuring customers are always supported. You will embody the Quilter values - Stronger Together, Dependable and Pioneering. _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._ Job Types: Full-time, Permanent Salary: Up to £23,500.00 per year Benefits: Casual dress Company events Company pension Discounted or free food Employee discount Life insurance Private medical insurance Referral programme Sick pay Schedule: Monday to Friday Supplemental pay types: Bonus scheme Yearly bonus COVID-19 considerations: We follow up to date guidance from the FCA inline with the Government updates and encourage the use of face masks. Application question(s): Why do you want to work for Quilter in the Customer Service Centre? Why are you looking to leave your current role? OR, why did you leave your last role? Work Location: One location

Due to expansion and growth, Quilter Private Client Advisers are currently recruiting for an Office Administrator to join our dynamic, fun and forward thinking team in Exeter. Our team supports Financial Planners across the country with all aspects of client support and product provider administrative work. An experienced Office Administrator will have current/previous experience in a similar role and will be comfortable with performing office admin/reception based duties, in addition to being highly organised and astute with excellent attention to detail This role will suit someone who fits all or some of the following criteria: Well-organised Excellent attention to detail Able to communicate and articulate well over both phone and email Strong IT skills What's in it for you?? How about this…. Quilter will match 10% of your base salary and pay this as an employer contribution into your Pension scheme, with no contribution required from you! Life Assurance at 4 x your base salary, giving you peace of mind that you have full cover for your loved ones in the event of death during service Income Protection at 75% of your base salary, providing peace of mind that you are protected in the event of long-term accident or sickness during service Full Private Medical Healthcare cover Access to Quilter Group Annual Performance Related Bonus scheme 26 days' per year annual leave PLUS bank holidays! If you think this opportunity sounds like it could be the perfect move for you, then don't hesitate - get your CV in today!

About the Role Key Responsibilities and Scope of role: To assist in the production of investment proposals. Under supervision, to provide clients and/or their agents with information and reports about their portfolio. To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures. To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information is maintained. Main tasks and duties include: Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages. Manage client mail-merges. Ensuring new accounts are opened in a timely and accurate manner. Assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages. Process client payments. Administration of deceased accounts. Arrange portfolio transfers. Process ISA subscriptions. Update databases with revised client details. Assist in the general administration of the team (post, room booking) Preparing reports, correspondence and other relevant documentation including Investment Proposals. Preparing PowerPoint presentations for client meetings. Prepare suitability letters and maintain affirmations. To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base. Maintain up to date filing. Client correspondence. About You Key Behavioural Skills: Attention To Detail Handles tasks with thoroughness and accuracy. Recognises and resolves errors. Communication Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language. Technical Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date. Time Management Effectively balances priorities to meet agreed deadlines for the Investment Manager. Demonstrates flexibility to adapt to changing business needs. Teamwork Treats colleagues with professionalism and respect. Decision Making Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes. Corporate Focus And Behaviour Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding TCF principles. Willingness to learn. Good operational knowledge of departmental processes. Client Focus (Internal And External) Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method. Qualifications required: Ideally educated to 'A' level standard. Knowledge, Skills & Experience: Experience within financial services is preferred. Commercially astute with excellent communication and presentation skills, able to engage and influence at all levels across the business and the wider organisation. Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment. Benefits No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create. 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. About Us Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and one that is growing. Our promise At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

About the Role Key Responsibilities and Scope of role: To assist in the production of investment proposals. Under supervision, to provide clients and/or their agents with information and reports about their portfolio. To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures. To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information is maintained. Main tasks and duties include: Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages. Manage client mail-merges. Ensuring new accounts are opened in a timely and accurate manner. Assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages. Process client payments. Administration of deceased accounts. Arrange portfolio transfers. Process ISA subscriptions. Update databases with revised client details. Assist in the general administration of the team (post, room booking) Preparing reports, correspondence and other relevant documentation including Investment Proposals. Preparing PowerPoint presentations for client meetings. Prepare suitability letters and maintain affirmations. To assist in completing team record and forms and managing diaries. Client correspondence. About You Key Behavioural Skills: Attention To Detail Handles tasks with thoroughness and accuracy. Recognises and resolves errors. Communication Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language. Technical Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date. Time Management Effectively balances priorities to meet agreed deadlines for the Investment Manager. Demonstrates flexibility to adapt to changing business needs. Teamwork Treats colleagues with professionalism and respect. Decision Making Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes. Corporate Focus And Behaviour Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding TCF principles. Willingness to learn. Good operational knowledge of departmental processes. Client Focus (Internal And External) Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method. Qualifications required: Ideally educated to 'A' level standard, with IAD or similar professional qualification Knowledge, Skills & Experience: Experience within financial services is preferred. Commercially astute with excellent communication and presentation skills, able to engage and influence at all levels across the business and the wider organisation. Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment. Benefits No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create. 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. About Us Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and one that is growing. Our promise At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

About the Role Key Responsibilities and Scope of role: To assist one or more Investment Managers in effective and efficient team support and client administration, including client portfolios To assist in the production of investment proposals. To provide clients and/or their agents with information and reports about their portfolio. To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures. To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information and data on the CRM system is maintained. Main tasks and duties include: Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages. Ensuring new accounts are opened in a timely and accurate manner. Assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages. Process client payments. Administration of deceased accounts. Arrange portfolio transfers. Process ISA subscriptions. Update databases with revised client details. Assist in the general administration of the team (post, room booking) Preparing reports, correspondence and other relevant documentation including Investment Proposals. Preparing PowerPoint presentations for client meetings. Having a working knowledge of Excel, Word and other Microsoft Office products Prepare suitability letters and maintain affirmations. To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base. Maintain up to date filing. Client correspondence. About You Key Behavioural Skills: Attention to Detail Handles tasks with thoroughness and accuracy. Recognises and resolves errors. Communication Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language. Technical Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date. Time Management Effectively balances priorities to meet agreed deadlines for the Investment Manager. Demonstrates flexibility to adapt to changing business needs. Teamwork Treats colleagues with professionalism and respect. Decision Making Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes. Corporate Focus and Behaviour Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding of Treating Customers Fairly principles. Willingness to learn Good operational knowledge of departmental processes. Client Focus (Internal and External) Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method. Focus on our values: Pioneering: Innovate, take bold steps forward Stand up for what's right Question convention and stay curious Dependable: Use expertise to deliver on promises Persevere to get the right outcome Act with focus and care Stronger together: Collaborate, learn from experience, and adapt Share openly and transparently Listen, to include new perspectives Qualifications required: Educated to at least A-Level standard Knowledge, Skills & Experience: Experience within financial services is preferred. Excellent communication and presentation skills, able to engage at all levels across the business Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment. Benefits No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create. 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. About Us Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and one that is growing. Our promise At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

About the Role Key Responsibilities and Scope of role: Project Governance, Standards and Assurance Contributes to and maintains the approach and controls to Change Management governance and delivery, including process, tools, methodologies and systems. Supports project teams to adhere to the Change Management governance, framework and delivery methodology and ensures consistency, optimisation and best practice are embedded in Change processes. Seeks opportunities for continuous improvement, optimisation and innovation of the Change Management framework and processes informed by an understanding of evolving industry trends. Ensures project delivery is aligned to and delivered in accordance with Quilter policy and standards, and community of practice guidelines. Supports implementation and ongoing assurance / education of Change standards. Change and Project Support Supports the deployment of the Change Management Framework including associated policy, standards and metrics, providing guidance to stakeholders to ensure effective implementation. Provides centralised and consistent support to project teams including subject matter expertise for the PMO processes, tools and methodology. Supports the Change Management risk identification, prioritisation and mitigation process ensuring risk and issue management is applied as an integral part of the governance cycle for change management. Tracks and monitors risk exceptions to ensure control deviations are identified and mitigating controls are in place. Inputs into the development of a metrics based, single source of the truth for Change Management from which to take decisions, including size, scale, cost and risk indicators. Reviews, challenges and evaluates activity across programmes / projects ensuring integrity of the overall model is maintained and highlighting where conflicts and contention exist. Monitors project / programme progress against key governance milestones, facilitating the management of risks and post project review actions across the change portfolio, escalating significant issues as appropriate. Provides mentoring to project coordinators to support understanding or the Change Management process, methodology and tools. Management Information (MI) and Reporting Inputs into the reporting of integrated plans and milestones to support programmes / projects. Monitors and analyses programme and project information, reporting progress, costs, resources, slippage and highlighting areas of risk and opportunity. Provides insightful and meaningful MI and reporting to stakeholders to support decision making across the function. Monitors and reports on governance, risk and compliance status. Co-ordinates, collates and reports on outcomes from project assurance activities. Monitors budgeting and forecasting cycles and ensures costs are accurately tracked. Provides portfolio updates and regular communication to key senior stakeholders to ensure support and engagement with the function. About You Key Behavioural Skills: Embraces change and initiates new and better ways of working to deliver positive customer outcomes. Communicates confidently and effectively, at all levels, both in written and verbal form. Analytical mind set, able to use data and metrics to drive actions and develop solutions for our customers. Agile - makes decisions within remit and executes in fast, simple and focused way. Embraces a collaborative working environment to achieve shared objectives. Strong interpersonal skills, able to build and maintain positive working relationships. Able to positively influence and persuade others. Strong organisation and planning skills to manage a wide variety of tasks, processes and responsibilities. Excellent attention to detail. Self-motivated with a strong results focus, takes the initiative to drive disciplined delivery of objectives. Develops own capability, looking outwardly to keep up to date with advances in technology and utilises knowledge to support the delivery of new and innovative solutions to our customers. Demonstrates credibility, professionalism and strong personal integrity and acts as a role model for the Quilter values - Pioneering, Dependable, Stronger Together. Qualifications required: P3O Practitioner (or equivalent) - desirable MSP/MoP/PMQ Practitioner (or equivalent) - desirable. Knowledge, Skills & Experience: Proven experience and strong understanding of IT delivery. Previous experience of an Enterprise Change environment and activities including creating and delivering PMO Management processes. Significant previous senior experience in managing portfolio(s) and proven ability to manage multiple complex scenarios simultaneously is essential. Strong risk and governance understanding / experience at a senior level. Experience of working at Board level, able to bring credibility and gravitas. Confident leader, able to inspire and drive excellence with peers and teams within a Change Function. Excellent facilitation and presentation skills - confident to engage C-suite level colleagues. Excellent people management skills - of both direct reports and federated team. Excellent stakeholder management skills. Experience of using PPM and project management tools. Commercially astute. Benefits No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create. 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. About Us Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and one that is growing. Our promise At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

About the Role Carry out and assess training needs analysis work with existing team leaders and Regional Directors to agree knowledge gaps within the team where required Designing and deliver training outputs to achieve the required objectives be it technical skills, process understanding, proposition changes or development of softer skills. Creation and delivery of tests and assessments to feed into wider licencing processes from time to time Co-ordination of change roll out plans to ensure role appropriate message delivered to all team members. This will include evidence of correct implementation of change Engage with third parties to deliver elements of training where specialist knowledge or experience is required Development of training materials that can be used remotely or revisited by individuals as needed or new joiners Meet tight deadlines from time to time to deliver training and materials before launch or change dates following processes to ensure all materials signed off before delivery Collation and tracking of training delivery to support delivery of risk-based data within the wider business Building and maintaining business relationships with all relevant stakeholders and contributing to corporate projects and initiatives Involvement in route cause analysis of issues and remediation events About You The following skills and behaviours will be core to the role: Enthusiasm for financial services and achieving a fantastic client experience Strong communication skills and high level of self-confidence Creativity to design and deliver training in different ways to help cater for various learning styles Highly organized with good attention to detail Ability to work under pressure and achieve deadlines while producing high quality work Professional, reliable and trustworthy Understanding of financial planning and underlying financial advice products and processes as well as client confidentiality Qualifications and experience: Financial Planning and/or Investment Management qualifications to at least level 4 equivalent Significant practical training experience within the financial services sector Understanding of risk and compliance in financial services and/or wealth management Benefits No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create. 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. About Us Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and one that is growing. Our promise At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

Due to expansion and growth, Quilter Financial Planning are currently recruiting for a Risk Manager to join our dynamic and forward thinking team. Our Risk Manager is responsible for working with the Quilter Financial Planning Head of Risk, as well as the broader Risk team, and is responsible for the development and maintenance of the Operational Risk framework across Quilter Financial Planning. The ideal candidate for this role will have demonstrable experience of a like-for-like Operational Risk role within a wealth/asset management background, or potentially an experienced Risk Analyst who is looking to take the next step within their career. The role will include the following duties: Performing Risk Assessments as well as Risk Investigations Representing Quilter Financial Planning Risk at board level/senior committee meetings Design and deliver ongoing training Prepare reports for relevant committees and forums Conduct root-cause analysis for material/systematic events in line with Quilter standards Provide general support to Head of Risk & Chief Risk Officer Lead on the implementation of the Operational Risk System into Quilter Financial Planning An experienced Risk Manager will have the following: Operational Risk Assessment based experience Significant experience gained within wealth management, insurance or retail banking sector from a distribution perspective Experience and knowledge of the regulatory environment within the UK wealth management sector Thorough knowledge of financial advice processes Preferable that experienced with regulatory engagement Excellent working knowledge of Word, Excel, Outlook Possessing strong attention to detail with an ability to understand and link risk indicators A strong verbal and written communicator Work Location: Most of our teams are currently still working from home, however we are seeking to return to a form of office working where appropriate before the end of the year. Whilst we won't always require our people to be in the office five days a week, there is likely to be a need to be in the office 1-2 days per week.

Benefits No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create. 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. About Us Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and one that is growing. Our promise At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

Summary To provide customer service and administrative support to various teams throughout the business to ensure our customers' requests are processed correctly. This will maintain our award-winning status within UK Operations. You will be able to develop knowledge in given processes and acquire higher level skills, whilst taking accountability for individual results and impacts on the team. About the Role Key Responsibilities and Scope of role: Planning and Organising To manage own time and prioritise workloads to meet deadlines and business objectives. To make decisions within clearly defined boundaries which positively impact upon the achievement of operational objectives. To proactively solve standard problems, taking into consideration the impact on business objectives. Team Working To work with others to achieve individual and wider team goals. To build rapport within own and other immediate teams. Communicating and Influencing To communicate clearly and concisely in order to establish consensus and obtain agreement. To respond to customer needs and identify solutions to standard requests. To behave in a manner which supports a culture of high performance, empowerment, accountability and professionalism at all times. To be able to communicate clearly and effectively with external customers as well as internal teams by phone and email. Continuous Improvement To use best practice and knowledge of internal/external business issues to make recommendations on process, service and operational improvements. To respond positively to change. To act as a role model to encourage a culture of service excellence and continuous improvement in processes and business results. To be responsible and accountable for own personal development, i.e. to prepare and actively operate personal training/development plans. About You Key Risks and FCA Requirements To ensure that all professional contact is conducted in accordance with TCF principles. To comply with the Old Mutual Wealth Customer Principles (TCF). To be aware of the importance of managing and mitigating risk and to escalate any identified risks in line with company policy. To ensure compliance with the Wealth Management Policy Suite including completion of mandatory e-learning modules and computer based training. Key Behavioural Skills: Has a basic understanding of the market and industry. Strong numeracy and literacy skills. Good attention to detail. Good communication and interpersonal skills. Ability to work well individually and as part of a team. Ability to work to tight deadlines. Qualifications required: 5 GCSE's to include Maths and English and/or NVQ Level 1 - or Equivalent. Knowledge, Skills & Experience: PC literate, in particular MS Office Products. Previous office or customer service experience is desirable. Benefits No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create. 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 Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. 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. About Us Quilter is a leading provider of advice, investments and wealth management in the UK and internationally. Managing over £100 billion of investments on behalf of over 900,000 customers, we operate in one of the largest wealth markets in the world - and one that is growing. Our promise At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.