Business Establishment Manager

Overview

About the Business Summary Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.

The business is comprised of two segments:
Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

Level
: 4

Department: Quilter Financial Advisers

Location: England (London + South East + rest of England), Fully remote but travelling to clients as and when required.

Contract type
:
Permanent, Full time, 35 hours per week

The Business Establishment Manager (BEM) holds a key function for the new self-employed Adviser to QFA. In their first year with the National business the Business Establishment Manager will act as their line manager, business coach, and role model to prepare them for integration into the regional team structure. Getting advisers productive in that period is key to an adviser being able to thrive with Quilter by building a strong business.

They will carry out many of the functions that the current Regional Directors have, but on a much more intensive basis, with a smaller span of control allowing for more time to be spent with the individual. The role holder responsibilities will include, leading by example, demonstrating, then coaching an adviser through all the key elements to creating the foundations needed.

The Business Establishment Manager will meet regularly with their advisers, give them hands on support including demonstrating, observing client meetings and coaching the valuable skills successful advisers needs to have.

To that end it is a field-based role. While we make use of the technology when it is appropriate, it will be time spent in the field with the adviser that will have the most impact, so there will be travel involved, and on occasion this will include overnights due to geography.

As a Business Establishment Manager you have a proven track record of driving results whilst you build and maintain strong relationships throughout the business. You re someone who thrives on challenge and has the drive to see things through, leading by influence at all levels.

You are a natural negotiator and leader - you re known for your knack for creative problem-solving and your adeptness at resolving conflicts.

As a mentor and coach, you ll play an important role in guiding our team of advisors to success, leveraging your leadership skills to inspire and empower them, helping them reach their full potential.

You re results-oriented and always striving for improvement, with the confidence to lead and manage change effectively.

If you are someone with experience in this field, hold a Level 4 Diploma in Financial Planning Advice, which values credibility, professionalism, and personal integrity, we welcome you to apply.

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