Business Development Manager in Liverpool

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.

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.

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.

Our goal is to help current and future generations succeed by offering the right financial advice and investment solutions for secure financial futures. In these uncertain times, our expertise and dedication are crucial. Our talents differentiate us, but our commitment to customers defines us.

Reporting directly to the Head of Sales - North, you will collaborate with the Investment Management teams to attract new investment clients through Financial Advisers in the Liverpool region. Your responsibilities will include:

• 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.
• Coordinate 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.
• To agree with Head of North Sales 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.

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.

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-organization 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.

The ideal candidate will possess:

• At least an industry Level 4 qualification – CISI, CFA or equivalent.
• Relevant experience in financial services within local markets.
• A clean driving license.

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: 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.

We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us.