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For Companies At a Glance
- Tasks: Promote Quilter Investors products to firms across the UK, mainly via phone or Teams.
- Company: Join Quilter, a leading wealth management business with a focus on financial futures.
- Benefits: Enjoy a competitive salary, flexible working, and opportunities for personal growth.
- Other info: Home-based role with occasional in-person events and excellent career progression.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 50000 - 70000 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 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: Homebased, United Kingdom
- Contract Type: Permanent
- Regulated/Non-Regulated: Non-regulated
You will promote Quilter Investors products to firms across the UK, predominately via the telephone or Teams, with national coverage. There will be the occasional need to attend in person events or team meetings.
Investment Sales Executive - Quilter in London employer: eFinancialCareers
Contact Detail:
eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Sales Executive - Quilter in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events, webinars, or even local meet-ups. The more people you know, the better your chances of landing that Investment Sales Executive role at Quilter.
✨Tip Number 2
Prepare for those interviews! Research Quilter's products and services inside out. Be ready to discuss how you can promote their offerings effectively. Show them you're not just another candidate; you're the one they need on their team!
✨Tip Number 3
Practice your pitch! Since you'll be promoting Quilter Investors products mainly over the phone or Teams, hone your communication skills. Role-play with a friend or record yourself to see where you can improve. Confidence is key!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining Quilter and being part of our mission to create brighter financial futures.
We think you need these skills to ace Investment Sales Executive - Quilter in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Sales Executive role. Highlight relevant experience and skills that align with Quilter's focus on wealth management and customer-centric services.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're passionate about the role and how you can contribute to our mission at Quilter. Be bold and share your ideas on how to enhance our customer offerings!
Showcase Your Communication Skills: Since this role involves promoting products primarily over the phone or Teams, demonstrate your excellent communication skills in your application. Use clear and concise language to convey your points.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at eFinancialCareers
✨Know Your Numbers
Familiarise yourself with Quilter's financial figures, especially the £134.8 billion in customer investments. Being able to discuss these numbers confidently shows that you understand the business and its impact on clients.
✨Understand the Product Range
Dive deep into Quilter's offerings, from financial advice to multi-asset investment solutions. Be prepared to discuss how these products can benefit different client segments, particularly Affluent and High Net Worth clients.
✨Showcase Your Communication Skills
Since the role involves promoting products primarily via phone or Teams, practice articulating your thoughts clearly and persuasively. Consider role-playing with a friend to simulate the interview environment and refine your pitch.
✨Embrace the Company Culture
Quilter values innovation and customer-centricity. Prepare examples of how you've challenged the status quo in previous roles or how you've contributed to improving customer experiences. This will demonstrate that you align with their ambitious vision.