The Regional Director is responsible for the recruitment and retention of Appointed Representatives and RIs while ensuring good customer outcomes. They will manage relationships with new members, oversee contract negotiations, and ensure all activities align with risk and governance standards.
Provide financial advice to existing and new clients primarily through remote channels like Teams or telephone. Conduct annual reviews and manage back book assets while ensuring compliance with strategic priorities and consumer duty regulations.
You will undergo a structured training programme to become a qualified financial adviser while building your own client base. The role involves managing financial responsibilities and providing professional advice to clients as a self-employed business owner.
Architect and maintain integrations between Quilter and leading PCB CAD vendors by reverse-engineering proprietary formats. Lead the evolution of the internal PCB representation and mentor other engineers on high-impact backend projects.
Build and extend integrations between Quilter and PCB CAD tools by reverse-engineering proprietary binary and text-based formats. Develop agent-powered workflows to automate the translation of CAD data into internal board models.
As a Paraplanner, you will support advisers by creating comprehensive suitability reports and conducting detailed research to inform client strategies. You will also manage data systems and collaborate with team members to enhance service delivery.
