Business Development Manager in England

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 £***** billion in customer investments (as at 6th August ****). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

About the Role

Level: 4
Location: London
Department: Distribution
Contract: Permanent

Join our dynamic Business Development Manager team in London, 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 Sustainable Opportunities 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 London and have good knowledge of financial advice and advisers, experience of working with Investment Managers, 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 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.

Your responsibilities will include:

• Promoting Quilter Cheviot's discretionary investment proposition, Sustainable Opportunities Funds, MPS solution, AIM portfolio, and other relevant services to financial advisers located in the London area.
• 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 London region by driving new business opportunities.
• Coordinate and agree with the Head of South 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 South Sales the methods and direction of sales initiatives.
• Regularly provide reports to the Head of South 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 South 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, the Head of South Sales and the Head of Business Development - Advice.
• 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.

Consumer Duty: About You

We are seeking a proven Business Development Manager with expertise in the financial adviser sector. To have experience of working collaboratively with Investment Managers. The position demands that the candidate independently manage their workload, with bi-weekly oversight from their immediate manager. Strong self-organisation skills and a sense of personal responsibility are crucial. The role involves close collaboration with other areas in the business, for example, 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.
• Experience of working directly with Investment Managers.
• A clean driving license.