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For Companies At a Glance
- Tasks: Lead and inspire a team to develop business opportunities in wealth management.
- Company: Join Quilter Cheviot, a top UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Shape the future of wealth management while working in a collaborative and innovative environment.
- Qualifications: Must have Level 4 industry qualifications and a successful track record in sales.
- Other info: Embrace diversity and inclusivity in a culture that values every unique contribution.
The predicted salary is between 72000 - 100000 £ per year.
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 5
Location: London or Regions
Department: Distribution
Contract: Permanent
In this highly visible role, you will play a key part in developing business opportunities for Quilter Cheviot, though advisers. Its purpose is to develop sales opportunities through recruiting, developing, motivating and inspiring a team of Business Development Managers (BDM’s), comprising of the BDM’s for the Glasgow, Edinburgh, Belfast, Liverpool, Manchester and Leeds Offices and also a Telephone Account Manager and Sales Support Executive (both to be recruited).
You will be responsible for the development of the plan and the delivery of the new business flows associated with each BDM each year, working closely with the broader team to achieve this, and, widening the number of adviser supporters.
Working with the Head of Financial Planning Business Development you will be instrumental in setting the direction of the distribution strategy, whilst working closely with the Business Development Managers and Investment Managers to achieve agreed annual business targets.
This will mean working with peers to support Business Development and proactively look for opportunities for consistency of approach where appropriate as well as supporting business retention. You will also be expected to support and promote marketing campaigns working in partnership with Marketing colleagues to maximise their value. You will also be responsible for managing the monitoring and co-ordination of activity with Investment Managers, communicating regularly to build trusted relationships in the region.
In addition, you will have responsibilities for your own focused panel of Key Accounts, contributing to the overall performance of the Region.
This role will require you to have a deep understanding of wealth management, working with advisers and ideally, in the discretionary investment management market. The role holder will develop a strong sense of team within the Northern Business Development function and actively look for opportunities for cross collaboration within Investment Management teams and Distribution.
It is crucial that you manage, motivate and develop your team as well as role model the right behaviours, leading from the front as well as ensuring that appropriate team/individual development opportunities are identified.
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
If you are delivery focused, with high energy and drive, can deliver through others and have exceptional interpersonal skills – able to negotiate, build relationships and lead, then this role is for you.
It is important that you are comfortable with strategic influencing, through understanding and energising others, and have a flair for problem solving including negotiation and conflict resolution skills. You will need to utilize your strong mentoring and coaching skills to engage and lead all levels of the organization.
You will need to be a self-starter with initiative and creativity, with high level of personal confidence, and be able to lead and manage change through influencing and inspiring others. You will also able to communicate with impact and have proven presentation and communication skills.
With regards to qualifications and experience you will be at least with recognised industry Level 4 examinations and have a successful track record in intermediary sales or similar, preferably with some line management experience.
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.
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Sales Director - North - Quilter employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Director - North - Quilter
✨Tip Number 1
Familiarize yourself with the wealth management landscape in the UK, especially focusing on discretionary investment management. Understanding the nuances of this market will help you engage effectively with advisers and demonstrate your expertise during discussions.
✨Tip Number 2
Network with professionals in the industry, particularly those who have experience in business development roles. Attend relevant events or webinars to connect with potential colleagues and gain insights into the challenges and opportunities within the sector.
✨Tip Number 3
Showcase your leadership skills by sharing examples of how you've successfully motivated and developed teams in previous roles. Highlighting your ability to inspire others will resonate well with our values of collaboration and empowerment.
✨Tip Number 4
Prepare to discuss your strategic influencing skills and how you've navigated complex negotiations in the past. Being able to articulate your approach to problem-solving and conflict resolution will be crucial in demonstrating your fit for this role.
We think you need these skills to ace Sales Director - North - Quilter
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Sales Director position. Tailor your application to highlight relevant experiences that align with the role's requirements.
Highlight Leadership Skills: Emphasize your leadership experience and ability to motivate teams. Provide specific examples of how you've successfully led teams in the past, particularly in sales or business development contexts.
Showcase Industry Knowledge: Demonstrate your understanding of wealth management and discretionary investment management. Mention any relevant qualifications or experiences that showcase your expertise in these areas.
Personalize Your Application: Make your application stand out by personalizing it. Address the company's values and culture in your cover letter, explaining how your personal values align with theirs and how you can contribute to their mission.
How to prepare for a job interview at Jobs via eFinancialCareers
✨Understand the Wealth Management Landscape
Make sure you have a solid grasp of the wealth management industry, especially discretionary investment management. Familiarize yourself with current trends and challenges that Quilter Cheviot faces, as this will demonstrate your commitment and knowledge during the interview.
✨Showcase Your Leadership Skills
Since this role involves managing and motivating a team, be prepared to discuss your leadership style and provide examples of how you've successfully led teams in the past. Highlight your mentoring and coaching experiences, as these are crucial for this position.
✨Prepare for Strategic Discussions
Expect questions about strategic influencing and how you can energize others. Think of specific instances where you've successfully influenced a team or stakeholders to achieve business goals, and be ready to share those stories.
✨Demonstrate Your Relationship-Building Skills
Building trusted relationships is key in this role. Prepare to discuss how you've developed and maintained relationships with clients or partners in previous roles. Be ready to explain your approach to negotiation and conflict resolution, as these skills will be essential.
