Manage and lead the Client Relationship Team in the facilitation of organising and delivering client support processing services to Financial Planners based in the London, Birmingham and Exeter offices.
Oversight of new business processing and implementation.
Oversight of planned review activity within the required regulatory time scales to mitigate the risk of disengagements and remediation.
Providing administrative cover when necessary.
Managing workloads, deadlines, and service standards.
Ensuring that the pipeline of new business is constantly monitored and expedited.
Oversight of the client journey ensuring the team are delivering an excellent experience for our clients including progress updates (client touch points).
Ongoing administration of client records and all other associated client support services.
Supporting process improvements and best practice across the client relationship function.
Relevant reporting and subsequent action, including on new business processing, production and serving data within the required business and regulatory time scales, and as required by the Head of Advice Operations.
Monitor and interrogate department production.
People & Leadership responsibilities
Ensuring that the team operates in compliance with all relevant legislation, rules, codes of conduct and in-house policies and procedures.

Prior experience of working within a financial adviser firm and financial services administration
Prior experience of managing and mentoring a team and associated strong people management and coaching skills
Knowledge of advice administration systems and processes
Excellent knowledge of products and services that may be used to meet adviser and client needs
Excellent knowledge of provider requirements and systems needs
Full understanding of internal compliance requirements to ensure your team is always within the required compliance guidelines & parameters
Strong problem solving skills
Strong attention to detail and focus on quality to ensure team delivery to a high standard
Experience of IT solutions such as Voyant and xplan

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.

Client Relationship Manager

Key skills