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Sales Support

3 months ago

Birmingham, West Midlands, United Kingdom Quilter Full time
What the Hiring Manager Says

This is a great opportunity to join a growing highly motivated distribution team supporting the Northern Sales Director and Northern Business Development Management (BDM) Team.

This is an exciting position for a candidate who has an appetite to learn and who may have aspirations for career growth within the sales team. The sales support position can provide a career path for the successful candidate in Discretionary Investment Management Distribution with the opportunity to learn more about the BDM role with a view, where a vacancy exists, 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 Role

Level: Sales Support - Level 3

Department: Quilter Cheviot Distribution

Location: Flexible: Birmingham, Leeds, London

Contract type: Permanent

Reporting to the Northern Sales Director, the role-holder will be working with the Northern BDM Team supporting them with many aspects of the sales role

Key Responsibilities to include but not limited to:
  • To support the Northern BDM team with required information to drive new business opportunities both pre and post-sale
  • To be an immediate support to the Northern Sales Director and have regular catch ups on progress through 121 meetings.
  • 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.
  • To develop regular Quilter Cheviot communications specifically to advisers identified by the distribution team.
  • To collate information on financial advisers from various sources available to Quilter Cheviot, to support the distribution team in building and maintaining panels
  • To liaise with centralised functions on behalf of the distribution team to support the distribution of materials, messaging and information.
  • To be responsible for updating users and providing access to FE licence whilst coordinating with the distribution team for financial advisers
  • To attend Northern and National distribution team meetings to capture and act on action points.
  • To identify and undertake research which would be useful to the distribution team on given topics, such as adviser data and competitor analysis
  • To check the industry publications for emerging themes and communicate with the Northern Sales Director for wider use in the distribution team.
  • To arrange adviser meetings/events along with the distribution team
  • To attend various events as support to the distribution team both virtually and physically
  • To assist in the follow up of events by providing data on the attendees, CPD certificates and contacting specific financial advisers.
  • To own and edit content on the Distribution Intranet (SharePoint) and Training (Degreed) web pages.
  • To build relationships with advisers and assist in booking adviser meetings when requested by the distribution team.
  • To be a backup for the CRM due diligence process when required
  • To liaise with all departments at Quilter Cheviot including heads of office, heads of desk, investment managers, research team and marketing for behalf of the distribution team
  • To develop a working plan with the Northern Sales Director to incorporate sales support requirements.
  • Work towards proactive management of the adviser prospect list
  • To gain an industry Level 4 Diploma
About You

This role is for an entry level candidate who is looking to learn about distribution and the sales process by working with financial advisers. Ideally you will be in an administrative role within Financial Services, ideally Wealth and looking to move into Distribution.

This role can offer career progression by developing to become a Business Development Manager within the financial adviser market.

The role requires the candidate to manage their own workload.

The candidate will be required to work closely with all of 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 qualification
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.