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For Companies At a Glance
- Tasks: Engage with firms to generate growth and develop new accounts in a dynamic sales role.
- Company: Join Quilter plc, a leading wealth management business transforming financial futures for all generations.
- Benefits: Enjoy hybrid work, 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Be part of a forward-thinking team that values innovation, inclusivity, and personal growth.
- Qualifications: Ideal candidates have UK platform market knowledge and previous telesales experience; training provided.
- Other info: Two positions available; embrace challenges and contribute to meaningful outcomes.
The predicted salary is between 36000 - 60000 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £119.6 billion in customer investments (as at end March 2025). 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 business, 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 Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
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, including our colleagues.
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: Distribution
Location: Southampton, United Kingdom (Hybrid)
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
Please note, there are two open positions available for this role.
The successful candidate will support key market initiatives to generate growth, in addition to driving your own activity, as agreed with the Head of Sales, to develop new accounts. The Prospect and Engagement role will also be supporting the work of the business development team where applicable.
Success will be measured by the identification and delivery of new quality platform supporters; through active engagement with firms that do not currently align with Quilters Investment platform. This will include contacting advice firms that had little to no contact with Quilter and enhancing existing relationships with adviser firms. In addition to this you will be expected to identify opportunities and promote our leading In-house Investment Solution \’Wealth Select\’ on which you will receive full training as part of our offering. You will be expected to keep up to date on Quilter products and propositional developments.
You will need to build a good understanding of your panel and regional hub models, whilst developing relationship with HoS, WMCs & WSCs to ensure effective communication between all stakeholders to maximise market opportunities, identifying key contacts at the firm etc. Whilst always maintaining accurate records via our leading CRM system.
About You
To be successful, you will ideally have knowledge of the UK Platform market and some previous financial services telesales experience.
You will need to be adaptable, have strong communication skills and be able to build relationships easily.
You will be delivery-focused and resilient, with high energy and drive.
We will train you on Quilter products but if you do have some knowledge on this already that would be advantageous.
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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.
Quilter is one of the biggest names in financial services in the UK, providing financial advice, investments and wealth management to help our custome…
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Wealth Sales Consultant - Prospect Engagement | Southampton, UK employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Sales Consultant - Prospect Engagement | Southampton, UK
✨Tip Number 1
Familiarise yourself with Quilter's products and services, especially the Wealth Select investment solution. Understanding these offerings will not only help you in conversations but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who have experience with UK platforms. Engaging with industry peers can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your previous telesales experiences and how they relate to building relationships in a financial context. Be ready to share specific examples of how you've successfully engaged clients or firms in the past.
✨Tip Number 4
Stay updated on current trends in the wealth management industry and the UK platform market. Being knowledgeable about recent developments will help you stand out as a candidate who is proactive and well-informed.
We think you need these skills to ace Wealth Sales Consultant - Prospect Engagement | Southampton, UK
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Wealth Sales Consultant at Quilter. Highlight your relevant experience in financial services and telesales in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your adaptability, communication skills, and any knowledge of the UK Platform market.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your values align with Quilter's commitment to integrity, curiosity, and collaboration.
Showcase Your Achievements: In both your CV and cover letter, include specific examples of past achievements that demonstrate your ability to drive growth and build relationships, as these are key aspects of the role.
How to prepare for a job interview at Quilter
✨Know Your Products
Familiarise yourself with Quilter's offerings, especially the 'Wealth Select' investment solution. Understanding these products will help you engage effectively with potential clients and demonstrate your commitment to the role.
✨Showcase Your Communication Skills
As a Wealth Sales Consultant, strong communication is key. Prepare examples of how you've successfully built relationships in previous roles, and be ready to discuss how you would approach engaging with new firms.
✨Demonstrate Adaptability
Quilter values adaptability, so be prepared to discuss times when you've had to adjust your approach in response to changing circumstances. Highlight your resilience and energy, as these traits are essential for success in this role.
✨Research the UK Platform Market
Having knowledge of the UK platform market will set you apart from other candidates. Brush up on current trends and challenges within the industry, and be ready to share your insights during the interview.
