Search Consultant

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

To drive the initial engagement, tracking of application and onboarding of quality Registered Individuals (all as Restricted Financial Planners – RFPs) into Quilter Financial Advisers (QFA), the National Advice arm of Quilter PLC.

These advisers will be predominantly focused on Pension & Investment business, with a passion for strong client outcomes and a willingness to grow within the group.

The focus of the Search Consultant will be to support the Regional Director source and convert high quality recruits, ensuring the recruit journey meets the expectations set out by Quilter.

The Search Consultant will be responsible for supporting the adviser population growth across Quilter Financial Advisers. Working alongside the Regional Director, the Search Consultant will be tasked with identifying and contacting high quality financial planning individuals and introducing them to the Quilter Financial Advice proposition.

• Accountable for Identifying, contacting and nurturing appropriate prospective RIs to join QFA. You would be expected to utilise the full marketing mix in your prospecting activities from email campaigns, social media, direct mail, telephone calls and shadowing face to face meetings with the RD (where appropriate).
• You will be responsible for helping prospective RIs complete appropriate application paperwork, guiding them through the process whilst working collaboratively with the Membership team, ensuring that the recruitment journey is of the highest standard.
• You will be responsible for supporting new advisers in their production and development of a Business Plan that supports their application. This business plan will underpin their suitability for joining QFA.
• You will look to maintain a good relationship with all new recruits, gathering referrals where possible and ensuring that the brand image remains strong.
• You are responsible for maintaining and updating your recruitment data in the online CRM platform, Workable. This is where all your recruitment activity and prospect data will be held.
• You will ensure that you keep your knowledge of the marketplace up to date and share this with the wider recruitment team and other colleagues.
• You will develop a strong sense of team within the business and actively look for opportunities for cross collaboration within teams. This will relate to supporting colleagues in the Network model with RFPs and potentially any AR firms you come across.
• You will ensure you work compliantly, in partnership with Risk and Compliance
• You will support a culture of service excellence and continuous improvement, placing the customer experience front and centre.
• You will build Strong relationships across the business, living our values of Do the right thing, Always curious, Embrace challenge and Stronger together.

Consumer Duty

In the realm of consumer duty, it is imperative for individuals to adhere to the prescribed rules with utmost professionalism and integrity. You are required to conduct yourself in alignment with consumer duty principles, primarily by operating in good faith toward customers. This entails being transparent, honest, and ethical in all consumer interactions, ensuring trust and credibility are maintained at all times. Furthermore, it is essential to exercise caution and prudence to avoid causing foreseeable harm to customers.

About You

• Deep understanding of the way in which different types of adviser’s work, employed vs self-employed, bancassurance vs IFA.
• Good knowledge of Wealth businesses and how they operate.
• A track record of building relationships quickly and effectively.
• Experience of working in a fast-paced recruitment environment.
• Excellent ability to articulate a proposition and outline the benefits.
• Strong presentation skills required.
• Competent IT capabilities needed, use of LinkedIn, CRM system etc.
• A willingness to learn and develop your career.
• Target driven mindset and comfortable in a pressurised 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.