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For Companies At a Glance
- Tasks: Support Financial Planners and Investment Managers in promoting services to solicitors and accountants.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, flexible working, private medical insurance, and generous holiday allowance.
- Why this job: Be part of a dynamic team shaping the future of financial services and making a real impact.
- Qualifications: Experience in financial services and knowledge of working with solicitors and accountants preferred.
- Other info: Collaborative environment with opportunities for personal growth and development.
The predicted salary is between 36000 - 60000 ÂŁ 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 ÂŁ111.6 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: 4
Department: Distribution - Professional Services
Contract: Permanent
Location: London - Hybrid
Join our growing Professional Services team to support our Financial Planners and Investment Managers in promoting Quilter Cheviot’s services to key solicitor and accountancy referrers. Following significant proposition development and increasing success in proposals and pitches, we’re seeking an experienced Business Development Executive to expand our reach, engage new opportunities, and maximise existing relationships.
This newly established role is crucial for creating and generating new opportunities to embed our proposition into the work lawyers and accountants do, creating a “Partnership Model” that adds value to the intermediary firm and directly supports new business growth. This could include working alongside our colleagues not just in the Professional Services team but also our External Adviser BDM team and our Technical and Marketing teams.
The ideal candidate will have strong knowledge of financial advice, wealth management and how financial advisers, solicitors and accountants work together to serve their mutual clients. Holding a Level 4 industry qualification would be an advantage.
Your responsibilities will include:
- Being intermediary facing, with a combination of targeted face to face and remote interactions (including meetings, virtual meetings and webinars) as well as working across different teams within Quilter Cheviot.
- Work alongside the Professional Services Team, Financial Planners and Investment Managers to support relationships with key intermediary firms across the UK.
- Develop a thorough understanding of Quilter Cheviot’s products and services and the circumstances in which they may be appropriate for existing and potential clients.
- Develop a thorough understanding of key intermediary services and identify and develop opportunities to reciprocate referrals where appropriate.
- Provide training on the above points to solicitors, accountants and internal stakeholders.
- Identify, develop and coordinate opportunities to introduce Quilter Cheviot’s technical support across the key intermediaries we work with.
- Whilst collaborating with teams across Quilter Cheviot, develop a “panel” of intermediary opportunities, which you will be responsible for servicing.
- Liaise with intermediaries and internal stakeholders to support the onboarding of new clients.
- To collate information about target intermediaries from various sources available to Quilter Cheviot.
- Gather and present feedback about our services, identifying gaps and ensuring we remain competitive.
- Updating the CRM system.
- Keep management and the team appraised of sales opportunities, activity and sales pipeline.
- Attending team meetings and providing a summary of any action points.
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 seasoned Business Development Executive with experience working with lawyers and accountants. The position demands that the candidate independently manage their workload, therefore, strong self-organization skills and a sense of personal responsibility are crucial. The role involves close collaboration with our financial planning, investment management and marketing teams, and the wider intermediary sales team across all Quilter Cheviot’s offices, so you will need to be a confident communicator.
The ideal candidate will possess:
- A demonstrable entrepreneurial mindset.
- A Level 4 qualification or be willing to work towards one.
- Relevant experience in financial services.
- Relevant experience working with solicitors and accountants.
- A clean driving license.
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.
Business Development Executive - Professional Services employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive - Professional Services
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial services sector. Attend industry events, webinars, and local meetups to build relationships with solicitors and accountants. Remember, it’s all about who you know!
✨Tip Number 2
Show off your knowledge! When you get the chance to chat with potential employers or clients, make sure to demonstrate your understanding of Quilter Cheviot’s products and how they can benefit their clients. This will set you apart from the competition.
✨Tip Number 3
Follow up after meetings! Whether it’s a casual coffee or a formal interview, always send a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities right there, so keep checking back for new roles that fit your skills.
We think you need these skills to ace Business Development Executive - Professional Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Development Executive role. Highlight your experience with financial services and working alongside solicitors and accountants. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. Don’t forget to mention your entrepreneurial mindset and any relevant qualifications.
Showcase Your Communication Skills: As a Business Development Executive, strong communication is key. In your application, demonstrate your ability to engage with different stakeholders. We love seeing examples of how you've successfully collaborated in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you have a solid understanding of Quilter Cheviot’s products and services. Familiarise yourself with how they fit into the financial advice landscape, especially in relation to solicitors and accountants. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Experience
Prepare to discuss your previous experience working with lawyers and accountants. Think of specific examples where you've successfully built relationships or developed business opportunities. This will show that you can hit the ground running in this role.
✨Practice Your Pitch
Since this role involves promoting services, practice how you would present Quilter Cheviot’s offerings to potential intermediaries. Tailor your pitch to highlight the benefits for solicitors and accountants, and be ready to answer any questions they might have.
✨Be Ready to Collaborate
This position requires working closely with various teams. Be prepared to discuss how you’ve successfully collaborated in the past. Highlight your communication skills and your ability to work as part of a team, as this will be crucial for success in the role.
