Client Relationship Manager - North

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.

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.

• Supporting and coordinating 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

• Ensure the team operates in compliance with all relevant legislation, rules, codes of conduct and in‑house policies and procedures.
• Ensure the team is managed within its agreed budget, regularly reviewing resourcing requirements and authorising relevant expenditure.
• Ensure employees receive appropriate training and coaching, adequate supervision and monitoring to enable them to fulfil their tasks, meet required Company standards and achieve personal objectives.
• Review regularly the performance of employees in accordance with the Company’s guidelines, giving clear objectives and handling performance management fairly and promptly in conjunction with HR.
• Ensure all employees are treated fairly and support a diverse workforce.
• Ensure confidentiality and protection of data for all team members.
• Ensure the welfare of employees in accordance with health and safety policies.

Regular travel is required in the role as appropriate to maintain connectivity with your teams across the country.

• Prior experience working within a financial adviser firm and financial services administration
• Prior experience managing and mentoring a team with strong people management and coaching skills
• Knowledge of advice administration systems and processes
• Excellent knowledge of products and services that may be used to meet adviser and client needs
• Excellent knowledge of provider requirements and systems needs
• Full understanding of internal compliance requirements to ensure your team is always within the required compliance guidelines & parameters
• Strong problem solving skills
• Strong attention to detail and focus on quality…