Client Transitions Manager

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.

Level: 4
Department:
Relationship Management

Location:

London (Hybrid)

Contract:

Permanent

The purpose of the role is to provide ongoing ownership and progression of Advice initiatives, specifically which relate to client transitions, within the business. This will include ensuring the business is well positioned to conduct day‑day activities as well as ensuring that key operational changes are landed smoothly.

• Manage client analysis and change work to support acquisition projects, and other ad hoc initiatives, as they arise. Any change which impacts clients must be managed extremely carefully to ensure minimal disruption to clients and enabling continued service delivery from Quilter Cheviot.
• Project planning and resource management, including relevant reporting and proactive issue and risk management
• Project delivery to specification, timescales and budget
• Internal and external stakeholder management
• Support in ensuring all client communication which relates to client transitions is effective and distributed in a timely manner and that Advisers are set up to receive and deliver great outcomes in the future
• Ensure all relevant system updates and client processes are in place and followed for any client change work
• Proactive identification of areas for process improvements

Support as required the delivery of other key initiatives implemented to support the team and Head of Advice to embed change, for example IT change projects in the advice space

You will be able to demonstrate experience in the following areas:

• Project management/co‑ordination
• Management of internal & external stakeholders
• Data analysis & report writing
• Client relationship management
• Change management

You will have experience within Financial Services and have an understanding of the advice framework & ongoing service delivery

You will be comfortable in a fast‑moving environment, that requires someone who is both adaptable and a self‑starter with the ability to learn quickly.

You will be able to work independently, taking full ownership of assigned deliverables.

#LI‑VS1 #QC

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.

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.

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.