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Advice Standards Analyst

Quilter -
Manchester

Apply Now

Job details

Full-time
12 days ago

Benefits

Company pension

Qualifications

Financial planning
Presentation skills
Relationship management
Communication skills

Full job description

Fixed Term Contract Duration - 11 Months

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 service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024).

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: 3

Location: Manchester, Chester, Liverpool, Leeds and London

Contract: Fixed term contract 12 months

Department: Distribution, Proposition and Marketing

The role is key in supporting the Head of Advice Standards in the adaption of QFPs advice standards to suit a directly authorised advice business. You will be technically competent and well organised with the ability to work at pace and with multiple projects running concurrently.

The key focus initially will be to help deliver a smooth transition of the advice standards. This will involve adapting the advice standard from covering various propositions to be refined to focus on a single proposition.

You will be responsible for supporting the development and maintenance of Quilter Cheviot’s Financial Planning Advice Standards. Ensuring our advice standards align to our strategy, service offering, target market, and external influences (incl. regulatory). Helping ensure good client outcomes remain at the centre of our business and culture. The role requires a deep understanding of Financial Planning practices and how they are influenced by internal and external drivers.

Key responsibilities:

Support with the development of Quilter Cheviot Financial Planning’s advice standards and help manage a review cycle to ensure the standards remain up to date.
Ensure any changes are applied consistently across all advice collateral. This will include the Advice Standards, the Business Submission Standards, Checklists, Process maps, Suitability Reports etc.
Help conduct impact assessments relating to regulatory or propositional changes.
Help manage the regulatory change calendar, allowing the team to plan effective resource.
Support of general administrative work linked to the Advice Standards team, including folder management, outstanding actions tracker management and production of Management Information.
Support other teams as a point of escalation when required.
Support other business teams with change implementation.
You will need to be comfortable working with front office teams, central teams including risk and compliance, and senior leadership across QFP, QCFP and QC.

Consumer Duty

This role will directly impact good customer outcomes by ensuring the continued delivery of fair value products, services and proposition to clients, colleagues and advisers. This role will facilitate the delivery of optimally priced product and propositions that are in alignment with target market client needs

About You

Deep understanding of financial planning practices.
Clear understanding of typical client needs and objectives. Ideally having practised in a client facing role and worked in a Business Assurance function.
Competent relationship management skills and stakeholder engagement.
Clear and confident communicator, able to engage individuals, teams, leadership, and formal governance structures. You will be comfortable in presenting and have the ability to speak with confidence.
As this will be a new team, you will need to be flexible in our early establishment as our priorities may change quickly.
You will be organised and analytical, as the role will involve the production of impact assessments and the presentation of this information to various stakeholders with varying degrees of knowledge.
You will help create a culture that promotes exceptional performance, empowerment, accountability and professionalism and will work with all colleagues to help form a cohesive team.
You will be comfortable in creating and implementing change.
You will have a can-do attitude, have the strength of personality to influence and guide with personal motivation and confidence.
You will show strong communication skills – ability to navigate complex and political environments and work with multiple senior stakeholders.
You will be flexible and adaptable to an ever-changing environment with the ability to work under pressure whilst remaining focused and calm.
Have attention to detail.

Qualifications:

Diploma qualified level 4 in Financial Advice, or working towards the level 4 qualification.
Qualifications in CF6, ER1, CF8 and AF7 would also be beneficial.

#LI-VS1 #QC

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.

Healthcare Cash Plan: Jersey employees only.

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 to UK employees that you can choose from and pay for conveniently via a salary deduction.

Apply Now

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