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- Tasks: Lead business development by connecting with key financial consultants and driving growth strategies.
- Company: Join Quilter, a top UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy hybrid working, generous holiday, private medical insurance, and an incentive scheme.
- Why this job: Be part of a dynamic team shaping the future of finance while making a real impact.
- Qualifications: Proven success in business development, excellent communication skills, and a background in finance or accountancy.
- Other info: We value diversity and promote an inclusive culture where everyone can thrive.
The predicted salary is between 36000 - 60000 £ per year.
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.
In this highly visible role, you will act as an essential bridge between Quilter Cheviot's Investment Managers/Financial Planners and key Advisory, Accountancy, Actuarial & Tax Consultants including 'the big 4'. You will play a key part in developing and delivering our business development plan through new relationships as well as strengthening existing ones with professional connection Advisory, Accountancy, Actuarial & Tax Consultants. Working with multiple stakeholders with the ability to deliver through others, the role will be key in delivering a significant part of our distribution strategy.
Accountable for setting and delivering business targets and the plan associated with accountants, actuarial tax consultants. Proactively identify professional intermediary business development opportunities, develop and monitor them, ensuring they meet client needs and support the business plan and revenue/profitability targets. Identify new client opportunities to support the channel and work collaboratively and in a planned way with Proposition colleagues to deliver solutions that meet their needs. Identify and deliver sales initiatives, events and PR opportunities to grow the business through law firms. Identify, support and promote marketing campaigns working in partnership with Marketing colleagues.
Working closely with specialists in and outside of your team, Investment Managers and Financial Planners you will identify the optimal pitch approach, reviewing and refining the approach on an ongoing basis. You will build a small team of direct reports including specialists and sales/sales support individuals who you will develop and empower to support business growth. You will develop regular, clear and effective communication and engagement with regional and London Investment Management and Financial Planning teams.
This role will directly impact good customer outcomes by identifying the appropriate target market and ensuring that propositions distributed meet their needs. The role holder will work with proposition teams to ensure that propositions remain aligned to and appropriate for their target markets.
A proven track record of success in distribution, ideally working with medium and large intermediated firms of this nature, influencing material and complex mandates. Commercially astute with excellent communication and presentation skills, able to engage and influence externally at all levels. Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment. Strategic Influencing - through understanding and energising others. Delivery focused, with high energy and drive, and ability to deliver through others. Exceptional interpersonal skills - able to negotiate, build relationships and lead through influence. Creative problem-solving skills including negotiation and conflict resolution skills. Focused on results and continuous improvement. High level of personal confidence, able to lead, manage change through influence and persuasion and inspire others. Ability to navigate complex environments and manage multiple stakeholders. Credibility, professionalism and strong personal integrity. Likely to have a well-rounded Accountancy or Financial Planning background within a business development context.
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.
Core Benefits:
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in the 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.
Advisory & Consulting Services - Business Development Manager - Quilter employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisory & Consulting Services - Business Development Manager - Quilter
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, webinars, and conferences where you can meet professionals from Quilter and similar firms. Building relationships with key players in the industry can give you insights into the company culture and potential opportunities.
✨Tip Number 2
Familiarise yourself with Quilter's values and recent initiatives. Understanding their commitment to integrity, curiosity, and collaboration will help you align your approach when discussing how you can contribute to their goals during interviews or networking conversations.
✨Tip Number 3
Prepare to demonstrate your commercial acumen and ability to influence stakeholders. Think of specific examples from your past experiences where you've successfully navigated complex environments or built strong relationships with clients or partners, as these skills are crucial for the role.
✨Tip Number 4
Stay updated on market trends and challenges in the wealth management industry. Being knowledgeable about current issues will not only help you in interviews but also show your proactive approach and genuine interest in the field, making you a more attractive candidate.
We think you need these skills to ace Advisory & Consulting Services - Business Development Manager - Quilter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development, particularly within the financial services sector. Use specific examples that demonstrate your success in building relationships with intermediaries and achieving business targets.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at Quilter and explain how your skills align with their values. Mention your understanding of the wealth management industry and your ability to navigate complex environments.
Showcase Your Communication Skills: Since this role requires excellent communication and presentation skills, consider including examples of past experiences where you successfully influenced stakeholders or led a team. This will help demonstrate your interpersonal abilities.
Highlight Your Strategic Thinking: Discuss your approach to identifying business development opportunities and how you've previously contributed to strategic initiatives. This will show that you can think critically and creatively, which is essential for this position.
How to prepare for a job interview at Jobs via eFinancialCareers
✨Understand the Role and Company
Before the interview, make sure to thoroughly research Quilter and its services. Understand their business model, values, and recent developments in the wealth management sector. This knowledge will help you tailor your responses and demonstrate your genuine interest in the role.
✨Showcase Your Relationship-Building Skills
As a Business Development Manager, your ability to build and maintain relationships is crucial. Prepare examples from your past experiences where you've successfully developed partnerships or influenced stakeholders. Highlight your interpersonal skills and how they can benefit Quilter.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving and strategic thinking abilities. Think of situations where you've had to navigate complex environments or manage multiple stakeholders. Be ready to discuss your approach and the outcomes of those situations.
✨Demonstrate Your Commercial Acumen
Quilter is looking for someone who is commercially astute. Be prepared to discuss how you've identified business opportunities in the past and how you plan to contribute to Quilter's growth. Use specific metrics or achievements to illustrate your success in driving business results.
