Job Description
What the Hiring Manager Says
This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be managing client portfolios and supporting in the servicing and relationship management of our existing clients, whilst also being given the opportunity to help continue to grow our client base.The successful candidate will possess a deep interest in, and understanding of, financial markets, demonstrate strong technical abilities while also displaying excellent communication and presentation skills. Working collaboratively with colleagues – both within the team and across the wider business – this individual will be focused on delivering an exceptional level of service to our clients and professional connections while helping to support the Bristol office’s growth.
The team welcomes applications from candidates with a ‘can-do’, innovative mindset and a desire to deliver positive outcomes for both our clients and the business.
Head of Office
About the Role
Level: Level 3
Department: Investment Management
Location: Bristol
Contract type: Permanent
Regulated
Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm.
To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.
To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.
To ensure that all client relationships are properly documented and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is maintained up-to-date and properly documented.
To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures.
To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate.
To attend and participate in relevant company meetings as required in the various other aspects of the quilter cheviot investment selection process.
To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.
To liaise as required with the Marketing and Business Development functions in initiating and developing new business opportunities.
To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients.
To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.
Your investment activities must only be carried out under supervision until you are signed off as an Investment Manager.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.
Level 7 Chartered Wealth Manager or equivalent
Will consider an experienced Investment Manager or newly/soon to be qualified.
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Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us.
About Us
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Quilter is committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds, and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.
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