[Hiring] Regional Director @Quilter

Role Description

The Regional Director role is responsible for the recruitment and retention of key Appointed Representatives (ARs) and RIs. You will ensure that good customer outcomes are central to decision-making. You will be accountable for:

• Identifying, contacting, interviewing, assessing, attracting, and selecting appropriate prospective Members.
• Leading on all aspects of decision-making on quality of, risks associated with, prospective Members through to making formal offers to prospective recruits.
• Agreeing and implementing a transfer plan with the Member.
• Working with key stakeholders to minimize any initial production loss to the Member.
• Documenting each Member’s progress appropriately in line with risk and governance.
• Building, managing, and maintaining relationships with new Members.
• Supporting and managing new Members through the first year of Membership.
• Being a key communication link between new Members and QFP.
• Re-negotiating contracts at review points, particularly rate reviews.
• Maintaining competency in QFP’s technology and processes.
• Keeping knowledge of the marketplace up to date and sharing this with colleagues.
• Collaborating with colleagues to deliver to Members effectively and ensure good customer outcomes.
• Developing a strong sense of team within the Wealth Network.
• Supporting a culture of service excellence and continuous improvement.
• Building strong relationships across other areas of the business, such as Quilter Cheviot, UK Platform, and Operations.

Qualifications

• Deep understanding of the way in which different types of AR Principles and Advisers operate.
• Track record of building relationships quickly and effectively.
• Wealth of experience in constructing recruitment packages.
• Excellent knowledge of distribution, wholesaling arrangements, point of sale systems, and financial services products.
• Comprehensive understanding of all product sectors and distribution channels.
• Strong understanding of Compliance requirements and operating within a risk-managed environment.

Requirements

• Experience in recruitment and retention of key Appointed Representatives (ARs) and RIs.
• Ability to ensure good customer outcomes are central to decision-making.
• Strong communication and relationship management skills.
• Competency in QFP’s technology and processes.
• Knowledge of the marketplace and ability to collaborate effectively with colleagues.

Benefits

• Holiday: 182 hours (26 days).
• Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme.
• 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.
• Flexible benefits for UK employees available via salary deduction.