Account Manager
3 weeks ago
Telephone Account Manager page is loaded Telephone Account Manager Apply locations London Birmingham time type Full time posted on Posted 2 Days Ago job requisition id R3425 What the Hiring Manager Says This is a great opportunity to join a growing highly motivated distribution team supporting the National Account Manager and wider Quilter Cheviot Distribution Team.
This is an exciting position for a candidate who has an appetite to learn, perhaps with aspirations for career growth within the sales team. The sales support position will provide a career path for the successful candidate in Discretionary Fund Management Distribution with the opportunity to learn more about the Business Development Manager role with a view to becoming a trainee and then fully fledged Business Development Manager in the future. There will be a requirement to gain industry qualifications if not already held. About the RoleLevel : Sales Support – Level 3
Department: Quilter Cheviot Distribution
Location : Flexible - London, Birmingham, Leeds
Contract type : Permanent
Reporting to the National Account Manager, the role holder will be working with the QC Distribution Team, supporting them with many aspects of the sales role in addition to developing a panel of advisers to develop and service remotely.
Key Responsibilities to include but not limited to:
To support the National Account Manager in building relationships with advisers from key National and Network Firms
To collate data from various providers and internal sources to create a contact strategy to build relationships from non-supporting financial advisers.
To create a contact strategy for both non supporting and supporting advisers to maximise opportunities that have been identified.
To work with the Business Development Managers to maximise opportunities within the regions.
To gain a thorough understanding of the company’s products and services and the circumstances in which they may be appropriate for existing and potential clients and promote thesen to advisers.
To collate information on the National & Network financial advisers from various sources available to Quilter Cheviot, and to support the distribution team in building and maintain panels
To attend National distribution team meetings and provide a summary of any action points.
To research market and competitor information which would be useful to the distribution team on given topics.
To own and edit content on the Distribution Intranet (Sharepoint) and Training (Degreed) web pages on National & Network firms.
Work towards the proactive management of an approved adviser list
To gain an industry Level 4 Diploma
This role is for a candidate who is looking to learn about distribution and the sales process by working with financial advisers. The role provides the opportunity for career progression by developing to become a Business Development Manager within the financial adviser market. Ideally you will have previous experience in a similar role from Investment Management or Financial Services.
The role-holder will be required to manage their own workload.
The candidate will be required to work closely with all the distribution team and colleagues across the regions when appropriate.
Key Behavioural Skills:
Distribution team focus:
Reliable
Adaptable
Openness to learning
Entrepreneurial thinking
Independent working
Background in Distribution/Sales/Marketing would be of benefit
Technical:
Simple understanding financial services
Willingness to extend knowledge to become Level 4 qualified if not already
Time Management:
Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs.
Teamwork:
Strong team player communicating with the distribution team and wider Quilter colleagues on a regular basis
Delivering on the requirements of the team to a high standard
Decision Making:
Accepts responsibility, solves problems and makes appropriate decisions. When drawing conclusions, demonstrates resilient behaviour in the face of setbacks or pressure.
We are committed to creating an inclusive culture which embraces diversity.
We promote equal opportunities and ensure that no applicant is subject to less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability.
We select candidates for interview based on their skills, qualifications, experience and potential.
#LI-VS1 #QC
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
Flexible WorkingAt Quilter, we believe our workplace needs to work for you, and we want to enable that by creating an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us .
About UsOur purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Quilter is committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds, and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.
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