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. We provide a highly personalized wealth management service to private clients, charities, trustees, and professional partners with straightforward or complex financial needs. Our presence spans the UK, Ireland, Dubai, and the Channel Islands.
Quilter plc is a leading wealth management business overseeing £119.6 billion in customer investments (as at 31 March 2025). It offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.
If you want to shape the future of our business, bring new ideas, and challenge the status quo, now is a great time to join us.
About the Role
This is an excellent opportunity to join a growing, highly motivated distribution team supporting the Northern Sales Director and Northern Business Development Management (BDM) Team.
This role is ideal for a candidate eager to learn and aspiring for career growth within the sales team. The sales support position can serve as a pathway to a career in Discretionary Investment Management Distribution, with opportunities to learn about the BDM role with the potential to become a trainee and eventually a full Business Development Manager, where vacancies exist.
Industry qualifications will be required if not already held.
About the role
Level: Sales Support – Level 3
Department: Quilter Cheviot Distribution
Location: Flexible: Liverpool, Leeds, Manchester, Glasgow, Edinburgh
Contract type: Permanent
Reporting to the Northern Sales Director, the role-holder will support the Northern BDM Team in various sales-related activities.
Key Responsibilities include:
1. Supporting the Northern BDM team with information to drive new business opportunities, pre and post-sale.
2. Providing immediate support to the Northern Sales Director and holding regular catch-ups.
3. Understanding the company’s products and services and their appropriate circumstances for clients.
4. Developing communications for advisers identified by the distribution team.
5. Gathering adviser information from various sources to support panel building and maintenance.
6. Liaising with central functions to support distribution materials, messaging, and information sharing.
7. Managing FE licence access and updates for users and advisers.
8. Attending team meetings and acting on action points.
9. Conducting research on adviser data, competitors, and industry themes.
10. Monitoring industry publications for emerging trends.
11. Organizing adviser meetings and events, supporting virtual and physical attendance.
12. Following up on events with attendee data, CPD certificates, and adviser contacts.
13. Managing and editing content on the Distribution Intranet (SharePoint) and Training (Degreed) pages.
14. Building relationships with advisers and assisting in booking meetings.
15. Supporting CRM due diligence processes as needed.
16. Liaising with departments across Quilter Cheviot, including office heads, investment managers, research, and marketing.
17. Developing a working plan with the Northern Sales Director for sales support needs.
18. Proactively managing the adviser prospect list.
19. Working towards obtaining an industry Level 4 Diploma.
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About You
Inclusion & Diversity
We value diversity and promote inclusivity. We ensure equal opportunities, celebrating the contributions of a diverse workforce in a respectful environment.
Values
* Do the right thing: Acting with integrity and going above and beyond for clients and communities.
* Always curious: Seeking new ideas and knowledge to meet client needs.
* Embrace challenge: Aiming high and transforming potential into outcomes.
* Stronger together: Collaborating, listening, supporting, and empowering each other.
Core Benefits
* Holiday: 182 hours (26 days)
* Quilter Incentive Scheme: Incentivizing business performance and contributions.
* Pension Scheme: Non-contributory scheme with optional personal contributions.
* Private Medical Insurance: Single cover, with options for family coverage.
* Life Assurance: 4x salary.
* Income Protection: 75% of salary after 26 weeks of absence.
* Healthcare Cash Plan: Jersey employees only.
* Flexible Benefits: Range of options available via salary deduction.
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