About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 5

Department: Distribution

Location: Leeds, Manchester flexible - Hybrid working

Contract: permanent

You will be responsible for building the business plan for our integrated financial planning and investment management service for deputies and personal injury lawyers. In addition, you will be a lead specialist in developing and pitching for business. Qualified in your own right, you will have deep expertise as well as huge empathy in dealing with end clients.  

List the key responsibilities:

• Working with Heads of Business Development, and key professionals across the business, you will develop and own the execution of the annual business plan identifying opportunities to expand our business relationships with professionals in this field.

• You will collaborate on proposition design, pricing and promotion of our services to deputies and personal injury lawyers, and will act as our specialist spokesperson in the media

• You will seek continual improvements to our proposition so that it maintains a market leading position

• You will bring together the best specialists in regional offices across the North of the UK to pitch for business, acting as the lead expert.

• You will help develop and deliver training on court of protection services across the business.

Consumer Duty

This role will directly impact good customer outcomes by identifying the appropriate target market and ensuring that propositions developed and distributed meet their needs. The role holder will work with proposition teams to ensure that propositions remain aligned to and appropriate for their target markets.

About You

• Highly collaborative with significant gravitas

• A proven track record in dealing with deputies and personal injury lawyers whether as a lawyer, investment manager, financial planner or in a proximate business development capacity

• Business development experience including pitching with strong presentation and interpersonal skills

• Numerical with an understanding of pricing within the field of personal injury wealth management

• Professional qualifications for Investment management or Financial Planning as specified by the relevant regulatory authority

#LI-VS1 #QC #Quiltercheviot

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.