At a Glance
- Tasks: Drive new business opportunities and promote investment services to financial advisers in Liverpool.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of expertise.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Dynamic work environment with a focus on diversity and inclusion.
- Why this job: Be part of an exciting team making a real impact in the financial sector.
- Qualifications: Level 4 industry qualification and experience in financial services required.
The predicted salary is between 50000 - 60000 € 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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs, and we have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi‑asset investment solutions and discretionary fund management.
About The Role
Level: 4
Location: Liverpool
Department: Distribution
Contract: Permanent
Join our dynamic Business Development Manager team in Liverpool, which is also part of a national team of BDM’s. It’s an exciting period at Quilter Cheviot, with a strong Modern MPS proposition and Climate Asset Funds boasting over 12 years of history. In addition to this collaborate with our talented Investment Managers on discretionary and AIM services, for clients with complex needs.
The ideal candidate should be based in or local to Liverpool, have good knowledge of financial advice and advisers, possess at least a Level 4 industry qualification, and demonstrate an entrepreneurial spirit to explore new opportunities in this growing geographical area. This role offers an exciting challenge for an experienced BDM.
Responsibilities
- Promoting Quilter Cheviot's discretionary investment proposition, Sustainable Opportunity Funds, MPS solution, AIM portfolio, and other relevant services to financial advisers located in the Liverpool region.
- Establishing an annual target with the Head of Business Development - Advice for introducing new investment management business.
- Meeting the new business target and any other relevant key performance indicators (KPIs).
- Supporting the Liverpool region by driving new business opportunities.
- Co-ordinate and agree with the Head of North Sales and Head of Business Development - Advice the selection of primary target introducers and assign suitable recipient investment managers for new discretionary investment management services.
- Agree with Head of North Sales on the methods and direction of sales initiatives.
- Regularly provide reports to the Head of North Sales and Head of Business Development - Advice using the standardised format.
- Develop and actively use a business plan template (with guidance from the Head of North Sales) to classify advisers in the region for concentrated efforts.
- Cultivate and sustain relationships with Financial Advisers, primarily focusing on onboarding new advisers and opening accounts that have not previously engaged with Quilter Cheviot.
- Establish and maintain effective working relationships with both Financial Advisers and Quilter Cheviot Investment Managers.
- Attend business development meetings as required.
- Maintain regular communication with local Investment Directors, Investment Managers, and the Sales Management Team.
- Acquire comprehensive knowledge of the company’s products and services, understanding when they are appropriate for existing and prospective clients.
- Keep clear and precise records of contacts and visits and ensure the corporate CRM system is consistently up‐to‐date.
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
We are seeking a proven Business Development Manager with expertise in the financial adviser sector. The position demands that the candidate independently manage their workload, with bi-weekly oversight from their immediate manager. Strong self-organisation skills and a sense of personal responsibility are crucial. The role involves close collaboration with marketing, investment management teams, and the wider intermediary sales team across all offices.
- At least an industry Level 4 qualification – CISI, CFA or equivalent.
- Relevant experience in financial services within local markets.
- A clean driving licence.
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.
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: 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 a salary deduction.
Business Development Manager in Liverpool employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in Liverpool where innovation and collaboration thrive. With a strong focus on employee growth, we provide comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance, all while fostering a culture of inclusivity and respect. Join us to be part of a leading wealth management firm that values your contributions and supports your professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers in Liverpool. Attend local events, join relevant groups, and don’t be shy about introducing yourself. The more people you know, the better your chances of landing that Business Development Manager role.
✨Tip Number 2
Show off your knowledge! Make sure you’re well-versed in Quilter Cheviot’s products and services. When you chat with potential employers or advisers, drop in some insights about how our offerings can meet their needs. It’ll show you’re not just another candidate, but someone who truly understands the business.
✨Tip Number 3
Follow up after meetings! If you’ve had a chat with someone about opportunities, send them a quick email to thank them for their time and reiterate your interest. It keeps you on their radar and shows you’re proactive—qualities that are gold in a BDM role.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in Quilter Cheviot. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start. Don’t miss out on that opportunity!
We think you need these skills to ace Business Development Manager in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Business Development Manager role. Highlight your experience in financial services and any relevant qualifications, like your Level 4 certification. We want to see how your skills align with what we do at Quilter Cheviot!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Be sure to mention your entrepreneurial spirit and any specific achievements that demonstrate your ability to drive new business opportunities.
Showcase Your Knowledge:We love candidates who know their stuff! Make sure to showcase your understanding of our discretionary investment proposition and other services. This will show us that you’re not just applying for any job, but that you’re genuinely interested in what we offer at Quilter Cheviot.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re proactive and keen to join our dynamic team in Liverpool. We can’t wait to hear from you!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Make sure you have a solid understanding of Quilter Cheviot's products and services, especially the discretionary investment proposition and Sustainable Opportunity Funds. Familiarise yourself with their history and recent developments to show that you're genuinely interested in the company.
✨Showcase Your Experience
Prepare specific examples from your past roles that demonstrate your success in business development within the financial adviser sector. Highlight how you've met targets and built relationships, as this will resonate well with the interviewers.
✨Be Ready to Discuss KPIs
Since meeting new business targets and KPIs is crucial for this role, be prepared to discuss how you plan to achieve these. Bring ideas on how you would approach establishing relationships with financial advisers in the Liverpool region.
✨Demonstrate Your Entrepreneurial Spirit
Quilter Cheviot is looking for someone with an entrepreneurial mindset. Think about how you can explore new opportunities in the market and be ready to share your thoughts on potential strategies during the interview.
