Client Relationship Manager - North

## Client Relationship Manager - North Apply locations:
Chester time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
July 8, 2026 (29 days left to apply) job requisition :
R5514#
**** 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.
Quilter plc is a leading wealth management business, which 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.  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: 3  Department:
Investment Management

Location:

Chester (Hybrid)

Contract:

Permanent This role will manage and lead the Client Relationship Team in the facilitation of organising and delivering client support processing services to Financial Planners based in the Chester, Leeds and Carlile offices. Management of Client Relationship and Client Liaison will form part of this role, ensuring a high quality of client services in compliance with key regulatory and business processes.

The role will work closely with Financial Planners and Area Directors as well as other support management colleagues.

The key responsibilities of the role include:
* Supporting and co-ordinating the work allocation and flow for a team of client support staff (Client Relationship and Client liaison)
* Oversight of new business processing and implementation
* Oversight of planned review activity within the required regulatory time scales to mitigate the risk of disengagements and remediation
* Providing administrative cover when necessary
* Managing workloads, deadlines, and service standards
* Ensuring that the pipeline of new business is constantly monitored and expedited
* Oversight of the client journey ensuring the team are delivering an excellent experience for our clients including progress updates (client touch points)
* Ongoing administration of client records and all other associated client support services
* Supporting process improvements and best practice across the client relationship function
* Relevant reporting and subsequent action, including on new business processing, production and serving data within the required business and regulatory time scales, and as required by the Head of Advice Operations
* Monitor and interrogate department production
** People & Leadership responsibilities**
- * To ensure that the team operates in compliance with all relevant legislation, rules, codes of conduct and in-house policies and procedures.
* To ensure the team is managed within its agreed budget, if relevant, regularly reviewing resourcing requirements and authorising all relevant expenditure.
* To ensure that employees receive appropriate training and coaching, as well as adequate supervision and monitoring, to enable them to fulfil their tasks, meet required Company standards and enable them to achieve personal objectives.
* To review regularly the performance of employees in accordance with the Company’s guidelines, giving clear objectives and the requirements for the role and, where relevant, ensure that appropriate performance management is dealt with in a prompt and fair manner, in accordance with the Company’s policies and procedures, and in conjunction with HR.
* To ensure that all employees are treated in a fair and appropriate manner and support a diverse workforce
* To ensure that appropriate confidentiality and protection of data is maintained for all members of the team.
* To ensure the welfare of employees in accordance with Company health and safety policies.

Regular travel is…