At a Glance
- Tasks: Support the sales team and drive new business opportunities in a dynamic environment.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, generous holiday, and flexible benefits tailored to your needs.
- Other info: Be part of a diverse team that values integrity, curiosity, and collaboration.
- Why this job: Kickstart your career in finance with growth opportunities and hands-on experience in sales support.
- Qualifications: A passion for learning and a background in sales or marketing is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Fixed Term Contract Duration: 11 months
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. 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.
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: 3
Department: Investment Management
Location: Manchester / Liverpool / Leeds / Glasgow / Edinburgh
Contract: 12 month – Fixed Term Contract
This is a great opportunity to join a growing highly motivated distribution team supporting the Head of North – Sales and Northern Business Development Management (BDM) Team. This is an exciting position for a candidate who has an appetite to learn and who may have aspirations for career growth within the sales team. The sales support position can provide a career path for the successful candidate in Discretionary Investment Management Distribution with the opportunity to learn more about the BDM role with a view, where a vacancy exists, to becoming a trainee and then fully fledged Business Development Manager in the future. There will be a requirement to gain industry qualifications if not already held.
Key Responsibilities
- To support the Northern BDM team with required information to drive new business opportunities both pre and post-sale.
- To be an immediate support to the Head of North – Sales and have regular catch-ups on progress through 121 meetings.
- To gain a thorough understanding of the company’s products and services and the circumstances in which they may be appropriate for existing and potential clients.
- To develop regular Quilter Cheviot communications specifically to advisers identified by the distribution team.
- To collate information on financial advisers from various sources available to Quilter Cheviot, to support the distribution team in building and maintaining panels.
- To liaise with centralised functions on behalf of the distribution team to support the distribution of materials, messaging and information.
- To be responsible for updating users and providing access to FE licence whilst coordinating with the distribution team for financial advisers.
- To attend Northern and National distribution team meetings to capture and act on action points.
- To identify and undertake research which would be useful to the distribution team on given topics, such as adviser data and competitor analysis.
- To check the industry publications for emerging themes and communicate with the Northern Sales Director for wider use in the distribution team.
- To arrange adviser meetings/events along with the distribution team.
- To attend various events as support to the distribution team both virtually and physically (when required).
- To assist in the follow-up of events by providing data on the attendees, CPD certificates and contacting specific financial advisers.
- To own and edit content on the Distribution Intranet (SharePoint) and Training (Degreed) web pages.
- To build relationships with advisers and assist in booking adviser meetings when requested by the distribution team.
- To be a backup for the CRM due diligence process when required.
- To liaise with all departments at Quilter Cheviot including heads of office, heads of desk, investment managers, research team and marketing on behalf of the distribution team.
- To develop a working plan with the Northern Sales Director to incorporate sales support requirements.
- Work towards proactive management of the adviser prospect list.
About You
- Business Development Team Focus: Reliable, Adaptable, Openness to learning, Entrepreneurial thinking, Independent working. Background in Distribution/Sales/Marketing would be of benefit.
- Technical: Simple understanding of financial services.
- Time Management: Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs.
- Teamwork: Strong team player communicating with the distribution team and wider Quilter colleagues on a regular basis. Delivering on the requirements of the team to a high standard.
- Decision Making: Accepts responsibility, solves problems and makes appropriate decisions. When drawing conclusions, demonstrates resilient behaviour in the face of setbacks or pressure.
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.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
Sales Support Analyst in Liverpool employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work environment in the heart of Manchester, Liverpool, Leeds, Glasgow, or Edinburgh. With a strong focus on employee growth and development, this role as a Sales Support Analyst provides a clear pathway to advance within the sales team, supported by a culture that values integrity, curiosity, and collaboration. Employees benefit from a generous holiday allowance, participation in the Quilter Incentive Scheme, and a comprehensive pension plan, all while being part of a diverse and inclusive workplace that encourages innovation and personal growth.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Support Analyst in Liverpool
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Keep your eyes peeled on job boards specifically for finance roles. Companies like Quilter Cheviot might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Sales Support Analyst in Liverpool
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
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Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Quilter Cheviot. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Quilter Cheviot confidence in your short-term commitment to the role.
How to prepare for a job interview at Quilter Cheviot
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Quilter Cheviot.
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Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Quilter Cheviot that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
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