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For Companies At a Glance
- Tasks: Promote Quilter Investors products and develop sales opportunities across the UK.
- Company: Join Quilter plc, a leading wealth management business with a focus on innovation.
- Benefits: Enjoy competitive salary, flexible working, private medical insurance, and generous holiday allowance.
- Why this job: Be part of a dynamic team making a real impact in the financial services industry.
- Qualifications: Experience in investment sales and strong relationship management skills required.
- Other info: Embrace a culture of inclusivity and continuous growth with excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ 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: 4
- Department: Distribution
- Location: Homebased, United Kingdom
- Contract Type: Permanent
- Regulated/Non-Regulated: Non-regulated
You will promote Quilter Investors products to firms across the UK, predominately via the telephone or Teams, with national coverage. There will be the occasional need to attend in person events or team meetings. You will be a key part of the Investment Director team and will work closely with platform sales colleagues. The purpose of the role is to increase sales of Quilter Investors products on the Quilter platform and other platforms.
- Work with Prospect and Engage and National platform sales colleagues on a proactive and reactive basis to develop sales opportunities of QI products.
- Utilise sales and relationship management skills to meet sales targets.
- Where appropriate, pass high value leads to Investment Directors to contribute to a national sales target.
- Demonstrate expertise in investments, markets and associated areas to add value to adviser relationships.
- Support corporate initiatives to increase business through campaign management and event attendance/follow up.
- Support our sales and relationship management teams with technical knowledge, sales ideas, and planning activity around our multi asset investment solutions.
- There may be occasion to work with our marketing teams to help to develop appropriate presentations and collateral which bring to life the value of Quilter multi asset investment propositions.
- Develop strong relationships within key functions of the business to assist and enable pro-active problem resolution.
- Maintain a strong sense of team working and actively look for opportunities for cross-collaboration to share best practice and success.
- Drive attendance to sales and training events.
- Maintain an up to date knowledge of investment markets and associated areas.
Consumer Duty
We put the customer at the heart of what we do by ensuring that all decisions deliver good customer outcomes and take responsibility for treating customers fairly at all times.
About You
- You will have significant experience of platform and/or multi asset investment sales.
- Extensive knowledge of investment markets and associated areas.
- Experience of working in IFA, Multi Tie and Restricted environments.
- A proven history of telesales /non-face to face sales and/or non face to face sales.
- Experience of account/relationship management desirable demonstrating sales and influence.
- A good working knowledge of excel, word and PowerPoint as well as other management systems (WebEx, 360, Workbench, Extranet, operations, compliance, commissions).
- Strong knowledge and understanding of Financial Services regulation and the financial advice market.
Qualifications:
You will be IMC or PFS Level 4 Qualified.
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 Sales Executive in Dartford employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Sales Executive in Dartford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment sales field. Attend industry events, webinars, or even local meet-ups. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Practice your pitch! Whether it’s over the phone or on Teams, make sure you can confidently talk about Quilter Investors products. Role-play with a friend or record yourself to refine your delivery and ensure you’re hitting all the key points.
✨Tip Number 3
Follow up! After any conversation or meeting, send a quick thank-you email. It shows you’re keen and keeps you on their radar. Plus, it’s a great opportunity to reiterate your interest in the role and what you can bring to the table.
✨Tip Number 4
Stay informed! Keep up with the latest trends in investment markets and financial services. This knowledge will not only help you in interviews but also show that you’re genuinely interested in the field and ready to contribute from day one.
We think you need these skills to ace Investment Sales Executive in Dartford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Sales Executive role. Highlight your experience in platform and multi-asset investment sales, and don’t forget to showcase your relationship management skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background aligns with Quilter's mission. Be bold and let us know how you can contribute to our customer-centric approach.
Showcase Your Knowledge: Demonstrate your expertise in investments and markets throughout your application. We’re looking for candidates who are always curious and up-to-date with industry trends, so don’t hold back on sharing your insights!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining the Quilter family!
How to prepare for a job interview at Quilter
✨Know Your Products Inside Out
Before the interview, make sure you have a solid understanding of Quilter Investors' products and how they fit into the broader investment landscape. Familiarise yourself with their unique selling points and be ready to discuss how you can promote them effectively.
✨Showcase Your Sales Skills
Prepare to share specific examples of your past sales successes, especially in telesales or non-face-to-face environments. Highlight how you've met or exceeded targets and how your relationship management skills have contributed to your success.
✨Stay Updated on Market Trends
Demonstrate your knowledge of current investment markets and trends during the interview. This shows that you're not only passionate about the role but also proactive in keeping up with industry changes that could impact sales strategies.
✨Emphasise Team Collaboration
Quilter values teamwork, so be prepared to discuss how you've worked collaboratively in previous roles. Share examples of how you've supported colleagues or contributed to team goals, as this aligns with their core value of being 'stronger together'.
