Quanta Group is a next-generation financial services Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice.
Quanta Group provides a full wealth management service through three core businesses - an investment platform, financial planning and advice business, and discretionary fund manager.
Each business operates independently of each other yet gives financial planners the flexibility to deliver advice using any combination of our products, investments, and services:
- Wealthtime – an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support.
- Copia Capital Management – a leading discretionary fund manager that works exclusively with advisers to provide a range of managed portfolio services.
- Craven Street Wealth – an award-winning independent Chartered financial planning and wealth management firm with offices in London and across the south of England.
We’re helping the next generation of financial advisers to grow their business, today.
The Chief of Staff is a pivotal strategic role within the Quanta Group, acting as an operational and organisational integrator for the Group CEO and wider Group Executive. The role is responsible for enabling efficient decision‑making, driving alignment across business units, and supporting effective execution of group‑level priorities and initiatives.
This position ensures that the Group CEO and Group Executive operate at maximum effectiveness by coordinating strategic programmes, improving operational rhythm, enhancing communication, and ensuring timely follow-up on key actions. You will be a trusted advisor, critical thinker, and delivery partner operating with high autonomy, discretion, and influence.
The role holder will be required to regularly travel to Quanta Group offices and sites across the UK. There will be occasional international travel for group-level engagements, and flexibility is required based on Group Executive priorities.
Key Responsibilities:
Group Strategy & Execution
- Partner with the Group CEO and Group Executive to shape, clarify, and operationalise the Group’s strategic agenda.
- Track execution of strategic initiatives across business units.
- Translate group-wide objectives into actionable workstreams.
- Provide analysis, insights, and recommendations for decision-making.
Executive Advisory & Support
- Act as an extension of the Group CEO by preparing briefing packs and ensuring timely decisions.
- Provide informed challenge and perspective to strengthen decisions.
- Represent the CEO or Group Executive in selected meetings.
- Draft high‑quality presentations, reports, and communications.
Leadership Team Coordination & Governance
- Manage and improve the Group Executive’s operating rhythm.
- Ensure accountability by tracking actions across the leadership team.
- Strengthen coordination between business units.
- Support governance, board reporting cycles, and risk updates.
Cross-Functional Programme Leadership
- Lead or oversee group‑wide projects and change initiatives.
- Establish project governance and reporting standards.
- Step into delivery roles when required.
- Coordinate dependencies across business units.
Operational Excellence & Organisational Effectiveness
- Identify organisational inefficiencies and implement improvements.
- Promote consistent processes and communication frameworks.
- Ensure the Group CEO and Executive have accurate, timely information.
- Foster a culture of accountability and continuous improvement.
Stakeholder Management
- Engage and manage relationships with senior stakeholders.
- Serve as a central coordination point across business units.
- Maintain confidentiality and professional judgement.
Internal Communications & Messaging
- Acts as a strategic communications partner, ensuring leadership messages are clear, consistent, and aligned with business priorities.
- Translates organisational strategy and executive decisions into compelling, employee-focused communications.
- Coordinates messaging across senior leaders to maintain alignment and avoid conflicting communications.
- Advises executives on communication approach, timing, audience impact, and potential organisational risks.
- Oversees communication planning for major organisational initiatives, change programmes, and business updates.
- Supports executive visibility by developing key messages, presentations, town halls, and leadership briefings.
Specialist Skills, Qualifications and Experience:
Essential:
- Significant experience in a Chief of Staff, Business Manager, Strategy, Transformation, or senior operations role.
- Proven ability to work with executive leadership in a multi-business environment.
- Strong commercial awareness and understanding of group-level drivers.
- Outstanding communication and influencing skills.
- Exceptional organisation and ability to simplify complexity.
- Experience leading cross-functional programmes.
- Strong analytical and problem‑solving skills.
Desirable:
- Experience in diversified groups or regulated sectors.
- Knowledge of governance and board reporting.
- Project management experience beneficial but not essential.
- Behaviours & Attributes
- Trusted partner with strong executive presence.
- Proactive, forward-thinking, and anticipatory.
- Highly discreet with excellent judgement.
- Calm under pressure; structured thinker.
- Collaborative and emotionally intelligent.
- Efficient, aligned operation of the Group Executive function.
- Effective execution of strategic group initiatives.
- Strong internal communication and operating rhythm.
- Improved coordination and follow-through on decisions.
- High trust and satisfaction from the Group CEO and Group Executive.
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
