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About The Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today, it is one of the UK’s largest wealth management firms, offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We provide a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has a presence throughout the UK, Ireland, and the Channel Islands.
About The Role
Level: 4
Location: Liverpool
Contract: Permanent
Department: Distribution
Join our dynamic Business Development Manager team in Liverpool, part of a national team. This role involves promoting our investment propositions, building relationships with financial advisers, and collaborating with investment managers. The ideal candidate should be based in or near Liverpool, possess at least a Level 4 industry qualification, and have a proven track record in financial advice and adviser engagement.
Responsibilities
* Promote Quilter Cheviot's investment services to financial advisers in the Liverpool region.
* Establish annual targets and meet KPIs for new business development.
* Support regional and national sales initiatives.
* Develop and use a business plan to classify and target advisers.
* Build and maintain relationships with advisers and internal teams.
* Attend meetings, maintain records, and provide regular reports.
* Understand and communicate our products and services effectively.
About You
* Proven Business Development experience in financial advice sector.
* Ability to manage workload independently with minimal supervision.
* Strong organizational skills and personal responsibility.
* Relevant industry qualification (Level 4 or equivalent, e.g., CISI, CFA).
* Relevant experience in local financial markets.
* Valid driving license.
Core Values & Benefits
We value diversity and promote inclusivity. Our core values include doing the right thing, curiosity, embracing challenges, and working together. Benefits include holiday entitlement, incentive schemes, pension, private medical insurance, life assurance, income protection, and flexible benefits.
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