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For Companies At a Glance
- Tasks: Promote multi-asset investment solutions to financial advisers and drive growth in your region.
- Company: Join Quilter plc, a leading wealth management business with a focus on innovation.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday allowance.
- Why this job: Be part of a transformative team making a real impact in the financial sector.
- Qualifications: Extensive experience in multi-asset investing and strong presentation skills required.
- Other info: Embrace diversity and inclusivity in a supportive work environment.
The predicted salary is between 43200 - 72000 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 2025). It has an adviser and customer offering spanning 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 encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the 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: 5
- Department: Distribution
- Location: Homebased, United Kingdom
- Contract Type: Permanent
- Regulated/Non-Regulated: Non-Regulated
The Investment Sales Directors represent the Quilter Investment team, promoting our market leading multi asset capabilities to financial advice businesses. The primary focus is on the growth and retention of our multi asset investment solutions.
You will take responsibility for a region and promote our investment solutions to advisers in this area. You will act both independently and in co-ordination with platform sales colleagues to deliver a sales target for your region.
As a thought leader, you will support our sales and relationship management teams with technical knowledge, sales ideas, and planning activity around our multi asset investment solutions. Working closely with our marketing teams, you will help to develop appropriate presentations and collateral which bring to life the value of Quilter multi asset investment propositions.
You will be called upon to present at industry events and conferences to a high standard on both the main stage and within break out environments. And by engaging with leading financial adviser firms, you will simplify technical complexity and ensure that key messages are clear, relevant, and understood.
Consumer Duty
Whilst this isn’t a directly customer facing role, the duties you will perform will impact good customer outcomes by ensuring that we clearly and simply articulate the benefits, positioning, and performance of our investment solutions to advisers with potential new investors and/or existing clients. This supports the Consumer Understanding and Consumer Support outcomes of the Consumer Duty.
About You
You will have extensive distribution experience of multi asset investing to financial advice firms. In addition, you will have a thorough knowledge of associated areas such as financial markets, economics, and regulation.
As a strong and articulate presenter, you will have the ability to simplify complex messages so that they are easily understood by a wide range of audiences. You will be able to operate as part of a high calibre team, with the ability to work with a wide and diverse range of people.
Ideally you will have a background working with UK financial advisers, ensuring that good customer outcomes have been met through provision of appropriate technical investment-related information. Ideally you will have full Chartered Status within CII/PFS route and or CFA or progress towards.
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.
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.
Investment Director in Dartford employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director in Dartford
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and engage on social media. The more people you know, the better your chances of landing that Investment Director role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your knowledge of multi-asset investing and financial markets in detail. Be ready to simplify complex concepts for your audience – it’s all about making those connections clear and relevant.
✨Tip Number 3
Practice your presentation skills! Whether it's a formal pitch or an informal chat, being articulate and confident is key. Rehearse your delivery so you can engage effectively with advisers and showcase Quilter's investment solutions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team at Quilter.
We think you need these skills to ace Investment Director in Dartford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Director role. Highlight your experience in multi-asset investing and any relevant achievements that showcase your ability to drive growth and retention in investment solutions.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for Quilter. Share your passion for wealth management and how your background aligns with our mission to enable brighter financial futures.
Showcase Your Presentation Skills: Since this role involves presenting at industry events, include examples of your presentation experience. Let us know how you've simplified complex topics for diverse audiences in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Make sure you brush up on your knowledge of multi-asset investing and the financial markets. Quilter is looking for someone who can simplify complex concepts, so be prepared to discuss how you would explain these ideas to financial advisers.
✨Showcase Your Presentation Skills
As a strong presenter, you'll need to demonstrate your ability to engage an audience. Practice delivering a short presentation on one of Quilter's investment solutions, focusing on clarity and relevance. This will show that you can communicate effectively in both formal and informal settings.
✨Understand the Company Culture
Familiarise yourself with Quilter's values, such as integrity, curiosity, and collaboration. Be ready to share examples from your past experiences that align with these values, showing how you embody them in your work.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could include inquiries about Quilter's approach to customer outcomes or how they support their employees' professional development. Asking thoughtful questions shows your genuine interest in the role and the company.
