Client Transition Manager in London

What the Hiring Manager Says

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!

The Advice Hub is a critical growth function across the Quilter Group. Consisting of Financial Planners and support staff, providing first class ongoing financial advice to clients who have joined us as a result of acquisitions. The Advice Hub is a place for individuals to thrive, embrace digital and deliver positive client outcomes.

Head of Adviser & Client Support

About the Role

Level : Level 4

Department: The Advice Hub - Distribution

Location : England - Home Worker

Contract type : Permanent

As part of expansion plans for The Advice Hub, we are looking to recruit a Client Transition Manager who will be responsible for co-ordinating the transition of clients into the Advice Hub. The movement of clients into the Advice Hub is typically done via acquisitions from retiring QFA Advisers or Network firms. This change needs to be managed extremely carefully to ensure minimal disruption to clients and enabling continued service delivery from Quilter.

The role will be to co-ordinate all relevant internal and external stakeholders to ensure the safe transition of clients into the Advice Hub. To ensure continuity in client messaging pre and post-acquisition and to ensure that the clients and Advice Hub advisers are set up to receive and deliver great outcomes in the future.

Reporting to the Head of Adviser & Client Support, the successful candidate will join the Advice Hub management team and be a key individual in all acquisition activity. Working with selling advisers as well as the Advice Hub team to ensure pre & post-acquisition activities are completed. There are many additional steps in the process to ensure a smooth client transition and the role has oversight to ensure all are delivered to schedule and of a high standard.

In addition to the above-mentioned duties, the role will also be responsible for supporting the leadership team with scheduling future acquisitions and resource planning across all of our Advice Hub advisers.

The client transition process is continuously improving, and the Client Transition Manager holds an important role in the delivery of these changes as the team and processes evolve.

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.

About You Core Skills

To be able to demonstrate previous experience in the following key areas:

• Project management/co-ordination
• Management of internal & external stakeholders
• Understanding of the advice framework & ongoing service delivery
• Data analysis & report writing
• Client relationship management
• Change management

About You Core attributes

The Client Transition Manager will have a track record of working in financial services in a management or senior advisory position.

• Delivery focused, with high energy and drive, and ability to deliver through others.
• Exceptional interpersonal skills - able to build relationships and lead through influence at different levels.
• Creative problem-solving skills, including negotiation and conflict resolution skills.
• Confident in analysis of data and ability to translate into clear outcomes.
• Focused on results and achievement of targets.
• High level of personal confidence, able to lead and manage change through influence.

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.

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.