Technical Services Manager

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: 4

Department: Distribution

Location: London – hybrid working

Contract: Permanent

In this role, you will play a key part in delivering technical knowledge and support to the front office, including QC Distribution, Financial Planners and Investment Managers. The role holder:

• Assists front office with technical queries (not directly with clients)
• Works closely with Proposition and Advice Standards to support the development of creative solutions that meet target client needs
• Identifies opportunities and risks in legislation, tax planning and regulation in relation to financial planning for High Net Worth individuals
• Develops and delivers presentations in conjunction with the QC Distribution Team and the Head of Technical to advisers on technical topics allowing the Distribution team to follow up and open new opportunities
• Works with marketing to create content and thought leadership in technical matters to support the delivery of new business
• Identifies and works with others to minimise risks to the business and maximise planning opportunities e.g. impact to a change in tax legislation
• Works closely with technical experts within QC and across the Quilter Group to ensure a consistency of message and leverage skills and resources across the Group.

Consumer Duty

Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that our financial planners, distribution teams and investment managers have access to timely information on tax and technical matters, and by ensuring that we give considered technical guidance and support for propositional development that supports long term an often intergenerational planning that is appropriate for our target market clients and that facilitates clients understanding.
About You

• Professional qualifications as specified by the relevant regulatory authority that demonstrate an expert level of understanding of financial planning, tax and trust legislation in the UK marketplace relating to wealth management for High Net Worth clients.
• Some understanding of relevant international rules and regulations, in particular for clients with assets domiciled in Jersey and Ireland or resident in the UAE.
• Excellent analytical skills, capable of interpreting and translating complex tax and regulatory legislation, historical regimes as well as the latest changes
• Strong presentation skills

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. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

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.

Core Benefits

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.