Wealth Sales Consultant - Quilter in Southampton

About The Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). It offers 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 covers the financial planning business, Quilter Investment Platform and Quilter Investors, the multi‑asset investment solutions business. High Net Worth includes Quilter Cheviot and its financial planning service for private clients, charities, trustees, and professional partners. Quilter Cheviot has a presence throughout the UK, Ireland, and the Channel Islands.

At Quilter we never stand still. Our foundations are rooted in extraordinary expertise, trusted by hundreds of thousands of customers, and we have great ambitions to stay one step ahead to make an even greater difference to the people, communities, and colleagues we serve. Our business is transforming, continually modernising, and becoming more customer‑centric. If you want to be bold in 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: UK Distribution – Central Region
• Location: Southampton, United Kingdom (Hybrid) – regular travel is required across the South West & Wales and to the Southampton office.
• Contract Type: Permanent
• Regulated/Non‑Regulated: Non‑Regulated

Wealth Sales Consultants form a key part of UK Sales Distribution, responsible for managing a panel of accounts effectively and maximising opportunities for new business by proactively contacting advice businesses to establish new relationships. They also support Strategic Relationships, sales and marketing campaigns, and their success is measured by the new business generated from their accounts and new advice firms.

The Role of a Wealth Sales Consultant

• Build a good understanding of the panel accounts, their product mix and gaps, and identify the key contact within each.
• Identify and progress sales opportunities for increased new business across supporting and current non‑supporting advice firms.
• Undertake a programme of marketing campaigns with accounts, maximising return.
• Maintain accurate Management Information on these accounts.
• Keep up to date on Quilter product developments and propositions.
• Work with colleagues, proactively suggesting ways to deliver an enhanced return.
• Contribute to a strong and successful WSC Team.
• Achievement of key performance objectives.

About You

• Knowledge of the UK Platform market is preferred.
• Previous financial services telesales experience is preferred.
• Good understanding of Quilter's key products and services is desirable.
• Knowledge of Salesforce or equivalent system is desirable.

• Proven telesales and relationship management skills preferred.
• Proven ability to work with a wide network of colleagues to achieve role aims is essential.
• Strong communication (written and oral) skills essential.
• Good attention to detail essential.

• Good understanding of the UK's products and propositions, and a track record of continuous personal development.
• Strong experience of working as a team player in a telesales environment where overall team success is preferred.

You must have attained QCF level 4 to be considered for this role. Please note for this role there will be travel involved across the South West & Wales as well as regular travel to the Southampton office.

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 proud to go above and beyond in service of our clients and the communities we support.
• 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: We combine our diverse talents, accomplish more collectively than we ever could alone, speak openly, actively listen, support each other, and constructively challenge and embrace new ideas, empowerment, ownership, and trust, with confidence to make impactful decisions.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme, incentivising business performance and their contribution.
• Pension Scheme: 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: 4× 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 salary deduction.