Proposition Analyst - Financial Planning
Locations: London, Birmingham
Time Type: Full time
Posted On: Posted Yesterday
End Date to Apply: November 29, 2024 (30+ days left to apply)
Job Requisition ID: R3950
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 through our sister company, Quilter Cheviot Financial Planning. 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 £111.6 billion of client investments (as at March 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: Level 3
Department: Proposition and Marketing
Location: Birmingham | Carlisle | Chester | Exeter | Leeds | London (Hybrid Working)
Contract Type: Permanent
* The purpose of this role is to help the team establish, maintain, and improve a competitive Financial Planning proposition as part of new regulatory permissions being taken by Quilter Cheviot. This will include a wide range of tasks and requires a strong working knowledge of financial planning and wealth management.
* Helping to support the maintenance of a standalone proposition including an offering across investment and pensions, mortgages and protection, and other complex needs and requirements.
* You will be responsible for ensuring our whole proposition is regularly reviewed and remains fit for purpose.
* You will work alongside other analysts within the business who are responsible for provider system access and payment and valuation data flows.
* You will also work in close collaboration with other departments of the business to help effectively manage any propositional change delivery.
Responsibilities
* You will lead the review cycle when assessing the appropriateness of our current panel providers, including the Request for Information (RFI).
* You will manage the concessions process for any deviation from the CIP or Product panel.
* You will analyse trends from provider and management information.
About You
We are looking for a candidate who has the following:
* Extensive organisational skills and the ability to undertake detailed analysis.
* Experience working with providers, acting as a liaison, ensuring clear communication with stakeholders at all stages.
* Ability to establish and develop key provider relationships.
* Proficiency in Excel and/or other database applications.
* Ability to present findings to key stakeholders as required.
* Curiosity and proactivity in problem solving.
* Strong communication skills to translate complex topics into understandable steps.
* Ability to multi-task and meet tight deadlines while maintaining a positive attitude.
* Ability to work well in a team and manage your own workload.
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.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in an incentive scheme.
Pension Scheme: A non-contributory company pension scheme.
Private Medical Insurance: Single cover as standard.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, payable after 26 weeks of absence.
Flexible Working
At Quilter, we believe our workplace needs to work for you, and we want to enable that by creating an environment where you can balance a successful career with your commitments and interests outside of work.
About Us
Our purpose is to help the generations today and tomorrow to prosper. We are committed to using our expertise to guide our customers through challenging times.
Quilter is committed to treating all job applicants fairly and with respect. We welcome your application regardless of your background.
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