Fixed Term Contract Duration - 11 Months
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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
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.
Level: 3
Department: Investment Management
Location: Manchester/Liverpool/Leeds/Glasgow/Edinburgh
Contract: 12 month - Fixed Term Contract
This is a great opportunity to join a growing highly motivated distribution team supporting the Head of North - Sales 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.
Key Responsibilities to include but not limited to:
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To support the Northern BDM team with required information to drive new business opportunities both pre and post-sale
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To be an immediate support to the Head of North - Sales and have regular catch ups on progress through 121 meetings.
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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.
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To develop regular Quilter Cheviot communications specifically to advisers identified by the distribution team.
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To collate information on financial advisers from various sources available to Quilter Cheviot, to support the distribution team in building and maintaining panels
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To liaise with centralised functions on behalf of the distribution team to support the distribution of materials, messaging and information.
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To be responsible for updating users and providing access to FE licence whilst coordinating with the distribution team for financial advisers
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To attend Northern and National distribution team meetings to capture and act on action points.
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To identify and undertake research which would be useful to the distribution team on given topics, such as adviser data and competitor analysis
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To check the industry publications for emerging themes and communicate with the Northern Sales Director for wider use in the distribution team.
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To arrange adviser meetings/events along with the distribution team
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To attend various events as support to the distribution team both virtually and physically. (when required)
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To assist in the follow up of events by providing data on the attendees, CPD certificates and contacting specific financial advisers.
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To own and edit content on the Distribution Intranet (SharePoint) and Training (Degreed) web pages.
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To build relationships with advisers and assist in booking adviser meetings when requested by the distribution team.
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To be a backup for the CRM due diligence process when required
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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
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To develop a working plan with the Northern Sales Director to incorporate sales support requirements.
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Work towards proactive management of the adviser prospect list
Business Development team focus:
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Reliable
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Adaptable
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Openness to learning
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Entrepreneurial thinking
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Independent working
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Background in Distribution/Sales/Marketing would be of benefit
Technical:
- Simple understanding financial services
Time Management:
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Effectively balances priorities to meet agreed deadlines for individual and teamwork.
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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
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Delivering on the requirements of the team to a high standard
Decision Making:
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Accepts responsibility, solves problems and makes appropriate decisions. When drawing conclusions, demonstrates resilient behaviour in the face of setbacks or pressure.
#LI-VS1 #QC
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.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
