Wealth Sales Consultant

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us

About the Role

Level: 4

Department: UK Platform Sales Distribution

Location: Southampton, United Kingdom (hybrid)

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

Following a successful re-platforming and the integration of cutting-edge technology, Quilter Platform and Quilter Investments are now poised for significant growth. We are proud to announce that we have recently become the number one platform in the Retail Advice market, both in gross and net flows. This is truly an exciting time to join Quilter

Our current focus is on expanding our market share in the IFA space, and this role is crucial to achieving that strategic goal. The purpose of this position is to support the growth of large strategic accounts, with direction provided by the Strategic Development Team (SDM). This key role ensures we maximize the opportunities we’ve created.

You will be joining a highly successful team and will receive ample support to learn and develop in your role. During the recruitment process, you will have the opportunity to meet key members of the Distribution team. We foster a collaborative team approach and work closely with colleagues across Distribution, Operations, Marketing, and the rest of Quilter.

This role is based in our Southampton office and offers a hybrid schedule, providing the flexibility to work from home. While the primary focus will be on telephone and online interactions, there will also be opportunities to attend events, visit advice firms, and participate in team meetings as needed.

As a Telephone Account Manager (internally known as Wealth Sales Consultant - Strategic Accounts) at Quilter, you will play a pivotal role in the UK Platform Sales Distribution team. Your main responsibility will be to effectively manage a panel of strategically aligned accounts, maximising new business opportunities by marketing Quilter products and supporting company initiatives as directed by the Strategic Development Team.

You will enhance strategic relationships and support sales and marketing campaigns. Your success will be measured by the new business generated from your accounts and the efficiency and effectiveness of issue management and customer service.

You will develop a deep understanding of your panel, including their product mix and gaps, and identify key contacts within each account. Maintaining accurate management information in line with the centrally agreed distribution plan will be crucial.

Staying up to date on Quilter product developments and propositions, you will execute agreed marketing and sales campaigns with the goal of maximising returns and opportunities. Additionally, you will collaborate with colleagues, proactively suggesting ways to enhance returns.

About You

To excel as a Telephone Account Manager (Wealth Sales Consultant - Strategic Accounts), you should have a solid understanding of the UK Platform market and ideally possess previous financial services telephone sales experience. Familiarity with UK investment portfolios, including funds and models, is preferred.

You should have attained QCF Level 4 or be working towards this qualification. Experience with Salesforce or a similar CRM tool would be advantageous.

While a deep understanding of Quilter’s key products and services is not essential, it would be beneficial. We can provide the necessary training to get you up to speed.

Given that this is a telephone-based sales role, you will need proven sales and relationship management skills. Success in this role requires being a team player in a sales environment where overall team success is prioritised.

Inclusion & Diversity

We value diversity and strive to promote incl