Internal Advice Business Development Manager

3 weeks ago

London, UK, United Kingdom Quilter Full time
About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today 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 offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 4

Location: London or Regions

Department: Distribution

Contract: Permanent

Join our dynamic Business Development Manager team to work with our own internal financial planners. It's an exciting period at Quilter Cheviot, with a strong Modern MPS proposition and Climate Asset Funds boasting over 14 years of history. In addition to this, collaborate with our talented Investment Managers on discretionary and AIM services, for clients with complex needs.

The ideal candidate should have good knowledge of financial advice and advisers, possess at least a level 4 industry qualification, and demonstrate an entrepreneurial spirit to explore new opportunities in this national role. This role offers an exciting challenge for an experienced BDM.

This newly established role is crucial in creating and generating new opportunities for our dual expertise model of investment management and financial planning. This could include working alongside our colleagues in Professional Services as well as with our Marketing Team on direct client events.

Our goal is to help current and future generations succeed by offering the right financial advice and investment solutions for secure financial futures. In these uncertain times, our expertise and dedication are crucial. Our talents differentiate us, but our commitment to customers defines us.

Key responsibilities:

Reporting directly to the Head of Advice Business Development, you will collaborate with the Investment Management teams to attract new investment clients through Financial Advisers throughout the UK. Your responsibilities will include:
  • Work collaboratively with Financial Planners, Investment Managers and our Professional Services Channel in creating activity and opportunities for lead generation
  • Promoting Quilter Cheviot's discretionary investment proposition, Climate Assets Funds, MPS solution, AIM portfolio, and other relevant services to our internal financial planners.
  • Establishing an annual target with the Head of Advice Business Development for introducing new investment management business.
  • Meeting the new business target and any other relevant key performance indicators (KPIs).
  • To agree with Head of Advice Business Development the methods and direction of sales initiatives
  • Regularly provide reports to the Head of Advice Business Development using the standardised format.
  • Develop and actively use a business plan template (with guidance from management) to classify advisers in the region for concentrated efforts.
  • Establish and maintain effective working relationships with both internal Financial Advisers and Quilter Cheviot Investment Managers.
  • Attend business development meetings as required.
  • Maintain regular communication with local Investment Directors, Investment Managers, the and the Head of Advice Business Development
  • Acquire comprehensive knowledge of the company's products and services, understanding when they are appropriate for existing and prospective clients.
  • Keep clear and precise records of contacts and visits and ensure the corporate CRM system is consistently up-to-date.
Consumer Duty:

Even though this role doesn't directly interact with the end customers, you need to understand our target market and evaluate the value of each service for financial advisers to ensure positive customer outcomes.

About You

We are seeking a seasoned Business Development Manager with expertise in the financial adviser sector. The position demands that the candidate independently manage their workload, with bi-weekly oversight from their immediate manager. Therefore, strong self-organization skills and a sense of personal responsibility are crucial. The role involves close collaboration with marketing, investment management teams, and the wider intermediary sales team across all offices.

The ideal candidate will possess:
  • At least an industry Level 4 qualification
  • Relevant experience in financial services within local markets
  • A clean driving license
#LI-VS1 #QC #QuilterCheviot

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

  • Benefits Advice Caseworker

    2 months ago

    London, UK, UK, United Kingdom Nucleus Legal Advice Full time

    We are a dynamic, vibrant benefits team based in West Ealing London looking to expand our team with a likeminded person.We an innovative Advice Consortium of 12 local charities with Nucleus delivering the specialist welfare benefits advice. You will also be a part of our wider benefits team working across West LondonWe are looking for people with recent...

  • Business Development Manager

    5 days ago

    London, UK, UK, United Kingdom Top Sun Technology Development Ltd Full time

    Job descriptionCompany DescriptionTop Sun Technology Development Limited. bridges the gap between China and Europe by sourcing high-quality European suppliers with over 30 years of industry experience. The company's strong connections ensure smooth and efficient procurement of materials, handling tender processes, securing partnerships, and providing...

  • Internal Business Development Manager

    1 month ago

    London, UK, UK, United Kingdom NRG Resourcing Full time

    Are you a driven, results-oriented professional looking for a chance to shine in the fast-paced world of property finance? Do you thrive on building strong relationships and hitting targets? If so, this Hybrid Internal Business Development Manager opportunity is tailor-made for you.About the CompanyOur client is a leading name in the bridging and development...

  • International Business Development Manager

    2 months ago

    London, UK, UK, United Kingdom Port Technology International - PTI Full time

    We are currently recruiting for a Business Development Manager for our London offices. We are looking for an enthusiastic, ambitious sales professional to drive print, online, supplier directory and in person/digital event sales for our successful business to business journals, websites, webinars and events.The maritime industry sits at the centre of the...

  • International Business Development Manager

    1 month ago

    London,, UK, United Kingdom Zero Surplus - Targeted Sales Recruitment Full time

    Are you a strong salesperson, motivated by clearing stock and hitting targets? Do you enjoy travelling overseas to meet customers and exhibit at tradeshows? Are you happy working in a technical industry, where you will need to research and develop strong product knowledge to be able to win customers?If this sounds like you we are working with an industry...

  • Head of Mortgage Advice

    4 weeks ago

    London,, UK, United Kingdom mbf Full time

    Job Title: Head of Mortgage AdviceLocation: London (Flexible Working: 2-3 days in the office)Salary: to £85,000 + Benefits + Discretionary BonusAbout UsOur client is a fast-growing fintech business aiming to revolutionise financial advice in the UK. Their mission is to place human advisers at the centre of every client relationship, while utilising...

  • Marketing And Business Development Intern

    5 months ago

    London,, UK, United Kingdom Finvos Full time

    Marketing And Business Development InternKeen to become part of a truly collaborative team of professionals? Your journey begins here.Responsibilities:The role will encompass the full range of business development and marketing activities including: client targeting and cross-selling; client/sector and competitor analysis; profile raising and marketing...

  • Strategic Business Development Manager

    2 months ago

    London,, UK, United Kingdom MLC Partners Full time

    MLC is proud to be partnered with Citizens Advice to recruit their new Strategic Lead within their business development team, who provide analysis around the funding opportunities and challenges for the organisation as well as overseeing the strategy for the markets that the organisation currently operate in as well as new opportunities to drive further...

  • Internal Business Development Manager – Bridging Finance

    4 weeks ago

    London,, UK, United Kingdom Pure Resourcing Limited Full time

    Internal Business Development Manager – Bridging Finance Location: LondonOur client is a multi-award-winning, short-term property lender that is now looking for an experienced office-based Business Development Manager (BDM) due to business growth and expansion. This opportunity is ideal for a highly motivated and driven individual who may have some...

  • Internal Business Development Manager – Bridging Finance

    1 month ago

    London,, UK, United Kingdom Pure Resourcing Limited Full time

    Internal Business Development Manager – Bridging Finance (Office-based) Location: LondonOur client is a multi-award-winning, short-term property lender that is now looking for an experienced office-based Business Development Manager (BDM) due to business growth and expansion. This unique opportunity is ideal for a highly motivated and driven individual who...

  • Business Development Support Manager

    4 weeks ago

    London,, UK, United Kingdom William Blake Group Full time

    We are partnered with a Global Investment Management Firm, based in the West End who are seeking an experienced individual to join them as a Business Development Manager. In this role, you will play a key part in the Wholesale Business Development team, providing essential support to service and develop mutually beneficial relationships with the distribution...

  • Business Development Manager

    1 month ago

    London,, UK, United Kingdom F S People Ltd Full time

    We are working on behalf of one of the UK's premier mortgage brokerages who are looking for a business development manager to deal with their extensive introducer network across the country.The RoleResponsible for generating high quality client referrals through creating, maintaining and enhancing relationships with businesses whose clients have a need...

  • Business Development Manager

    2 weeks ago

    London,, UK, United Kingdom F S People Ltd Full time

    We are working on behalf of one of the UK's premier mortgage brokerages who are looking for a business development manager to deal with their extensive introducer network across the country.The RoleResponsible for generating high quality client referrals through creating, maintaining and enhancing relationships with businesses whose clients have a need...

  • Business Development Manager

    1 week ago

    London,, UK, United Kingdom Career Moves Group I B Corp™ Full time

    This client is a big 5 tech company based in central London.Role: Business Development ManagerLocation: UK, LondonLength: 8 MonthsRate: From £48.56 p/h+ (101K salary equivalent + bonuses) (Inside IR35)Hours: 9am-6pm (hybrid 3 days onsite)Role BriefThe Business Development Manager will contribute to the quickly growing revenue engine of companies business by...

  • Advice Policy and Technical Specialist

    3 weeks ago

    London, UK, United Kingdom Quilter Full time

    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...

  • Business Development Manager

    1 week ago

    London,, UK, United Kingdom Jayne Peirce Travel Recruitment Full time

    Business Development Manager - South of UK - Home BasedWe're partnering with one of the UK's most respected tour operators to find an exceptional Business Development Manager for their South UK territory. With years of heritage and an unmatched reputation in the travel industry, particularly in long-haul and, this is a rare opportunity to join a...

  • Internal Communications Manager

    4 weeks ago

    London,, UK, United Kingdom VMA GROUP Full time

    Salary: Up to £45,000 Dependent on Experience plus benefits We are working with an amazing performing arts charity in the heart of London who are hiring a Internal Communications Manager.The Internal Communications Manager will collaborate with the Head of Internal Communications to develop and implement communication plans that effectively reach both staff...

  • Business Development Manager

    4 weeks ago

    London, UK, UK, United Kingdom UAP Global Full time

    Job Title: Business Development Manager (International Student Recruitment) Location: ONSITE, Canary Wharf, London. Company: UAP Global Position Overview: UAP is seeking a dynamic and experienced Business Development Manager to lead our international student recruitment and higher education initiatives. This role is pivotal in expanding UAP’s global...

  • Business Development Manager

    4 weeks ago

    London,, UK, United Kingdom Career Legal Full time

    Business Development Manager - Technology - 12 Month Maternity Cover An outstanding international law firm are looking for a BD Manager to cover a period of 12 months maternity cover.Working in the incredibly innovative Technology department, you will work across Gaming, AI, Cyber Security, and Data Privacy. Supporting the firm's Senior Partners, you...

  • Business Development Manager

    1 week ago

    London,, UK, United Kingdom Career Legal Full time

    Business Development Manager - Technology - 12 Month Maternity CoverAn outstanding international law firm are looking for a BD Manager to cover a period of 12 months maternity cover.Working in the incredibly innovative Technology department, you will work across Gaming, AI, Cyber Security, and Data Privacy.Supporting the firm's Senior Partners, you will...