Quilter Financial Planning has recruited Tim Freeman to fill the newly created position of technology adoption director.
In this role, Freeman will liaise directly with member firms and advisers across the Quilter advice network, assisting them with the integration and everyday use of available systems, tools, and operational support.
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His primary responsibilities will centre on adviser engagement, adoption, and business improvement.
The objective of the post is to convert system capabilities into practical operational gains for advisers and their clients.
Freeman brings more than 20 years of financial services background to the position, with experience across change management, proposition development, business growth, and adviser relationships.
He moves to Quilter from Openwork, where he worked from 2022 as strategic partnership development manager, overseeing ties with several of the network’s largest partner firms.
Prior to that, Freeman spent seven years at St. James’s Place, holding roles including head of financial wellbeing & private client proposition and head of private client service.
His earlier career includes a 13-year stint at HSBC across multiple financial planning and relationship management posts.
Quilter Financial Planning managing director Warren Vickers said: “Tim Freeman is a fantastic addition to Quilter, having worked with Tim previously, I’m excited to see him bring his energy and experience to the team and to help our advisers embrace new technology and grow more effectively.”
Tim Freeman said: “I’m incredibly excited to be joining Quilter. Having spent much of my career working closely with advisers and advice businesses, I’ve seen first-hand what makes the biggest difference to firms trying to grow, become more productive and deliver a great service to their clients.”
