Head of Advice Operations
Quilter(1 month ago)
About this role
A Manager-level role within Quilter Cheviot's Financial Planning team reporting to the Head of Advice. The role sits in QC Advice at a leading wealth management firm and focuses on coordinating paraplanning and client administration support for Financial Planning advisers and clients across multiple UK locations.
Required Skills
- Paraplanning
- Client Administration
- People Management
- Process Improvement
- MI Reporting
- Stakeholder Management
- Regulatory Knowledge
- Financial Planning
- Investment Knowledge
- Tax Knowledge
+4 more
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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