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About the role

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 BEM 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 thriving with Quilter by building a strong business.

Responsibilities include, but are not limited to, performing functions similar to the current Regional Directors on a more intensive basis with a smaller span of control, leading by example, coaching an adviser through all the key elements to create the foundations needed, meeting regularly with advisers, providing hands-on support, including demonstrating, observing client meetings, and coaching invaluable skills for successful advisers.

As a field-based role, travel is required and, on occasion, overnight stays may be necessary due to geography.

About you

You have a proven track record of driving results while building and maintaining strong relationships across the business. You thrive on challenge, drive initiatives through, and lead by influence at all levels. You are a natural negotiator and leader with a knack for creative problem-solving and resolving conflicts. As a mentor and coach, you guide teams of advisers to success, inspiring and empowering them to reach their potential. You are results-oriented and committed to continuous improvement, with the confidence to lead and manage change.

If you have experience in this field, hold a Level 4 Diploma in Financial Planning Advice, and value credibility, professionalism, and personal integrity, we welcome your application.

Inclusion & Diversity

Quilter values diversity and promotes inclusivity. We provide equal opportunities for all and celebrate the contributions of a diverse workforce in a respectful, nurturing environment where every colleague can thrive.

Values

• Do the right thing: We act with integrity and go above and beyond in service of clients and our communities.
• Always curious: We seek new ideas and knowledge to stay ahead of client needs.
• Embrace challenge: We aim high to transform potential into meaningful outcomes.
• Stronger together: We collaborate, listen, challenge ideas, empower and trust each other to make impactful decisions.

Core Benefits

• Holiday: 26 days
• Quilter Incentive Scheme: Eligible for incentive scheme based on performance
• Pension Scheme: Non-contributory pension with opportunity for additional personal contributions
• Private Medical Insurance: Single cover with options to include partner or children
• Life Assurance: 4x your salary
• Income Protection: 75% of salary, less state benefits, after 26 weeks of absence
• Healthcare Cash Plan: UK employees (where applicable)
• Flexible benefits: Range of benefits to choose from via salary deduction

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Sales and Business Development