{"id":3537239,"url":"https://alion.io/job/quilter-client-relationship-north","title":"Client Relationship - North","company":{"id":709168,"name":"Quilter","domain":"quilter.com","url":"https://alion.io/company/quilter-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":4,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Industrial Engineering","role_family":"Industrial Engineering","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Chester, United Kingdom","Leeds, United Kingdom","Manchester, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":39000,"max_usd":82000,"period":"year","method":"role_country_seniority_unknown","sample_n":875},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-30T18:04:27Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-11-01T01:10:32Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"About the Business\nQuilter 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 £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.\nIf 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.\nAbout the Role\nLevel: 2\nDepartment: Quilter Cheviot - Advice\nLocation: Chester or Leeds or Manchester (Hybrid)\nContract Type: Permanent\nRegulated/Non-Regulated: Non-regulated\nAn exciting opportunity within the Client Relationship team of Quilter Cheviot, a fast-growing company and a strong market leader in the Wealth Management industry. This is an ideal opportunity for someone looking to develop within the Financial Planning & Wealth Management industry.\nWe have a diverse team of Client Relationship team members with vast knowledge and experience. We work alongside the paraplanning team and support a team of Financial Planners. This role is dynamic with the ability to work with a variety of financial products with Quilter and third-party providers.\nThe business as a whole and the Client Relationship team is very inclusive and one that instils strong teamwork. Quilter is also a company that is keen on personal and professional development.\nPreparing high quality meeting packs/recommendation reports and application forms as per advice recommendations in readiness for client meetings.\nSubmission of new business with various providers, including Quilter Investment Platform and managing the progress of each case to ensure the advice is implemented correctly.\nCommunicate with clients consistently via telephone and email, providing updates on ongoing cases and assisting with ad-hoc queries in a professional and timely manner.\nMaintain accurate client records which are updated accordingly on our inhouse system, X-Plan.\nEnsure you have a thorough understanding of the Quilter Cheviot ‘Treating Customers Fairly’ philosophy via various inhouse training.\nundefined\nConsumer Duty\nWhilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by acting as a gatekeeper to the business. You should be able to challenge, stand up for what’s right and have good attention to detail to able to get the right outcome for our clients.\nAbout You\nYou will need to be highly organised, proactive and use your initiative.\nAbility to manage and prioritise workloads independently and take ownership and responsibility of it.\nCollaborate with your colleagues to achieve best client outcomes.\nAbility to meet tight deadlines, multi-task and adapt to change quickly.\nPossess excellent written skills and high attention to detail.\nPositive and professional attitude with the ability to build strong internal and external relationships.\nExcellent customer service skills.\nIdeally have experience within the financial planning industry to support your understanding of the processes we follow and the products we recommend.\nStrong IT skills and proficiency in using Microsoft packages\nConfident in delivering engaging training to individuals and groups using established training materials, adapting the delivery approach to suit different levels of knowledge and learning needs.\nStrong communication, coaching and problem-solving skills, with the ability to respond constructively to training issues and provide clear, practical guidance.\nInclusion & Diversity\nWe 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.\nValues\nDo 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.\nAlways 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.\nEmbrace 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.\nStronger 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.\nCore Benefits\nHoliday: 182 hours (26 days)\nQuilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.\nPension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.\nPrivate Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.\nLife Assurance: 4x your salary.\nIncome Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.\nHealthcare Cash Plan: Jersey employees only\nIn 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.","description_format":"text","description_chars":6191,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance","Professional development"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-30T18:04:27Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Business Mobility: Senior or Specialist Worker; 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