At a Glance
- Tasks: Promote multi-asset investment solutions to financial advisers and drive growth in your region.
- Company: Join Quilter, a leading wealth management business with a focus on innovation.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Embrace diversity and inclusivity in a supportive work environment.
- 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.
The predicted salary is between 80000 - 100000 € per year.
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!
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. By engaging with leading financial adviser firms, you will simplify technical complexity and ensure that key messages are clear, relevant, and understood.
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.
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.
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.
Investment Director - Quilter in London employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive environment where diverse talents thrive. Our home-based roles allow for flexibility while being part of a leading wealth management firm dedicated to making a meaningful impact on the financial futures of our clients and communities.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Director - Quilter in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, especially those in financial advice. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. 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 during interviews. Bring real-life examples of how you've simplified complex concepts for clients or advisers. This will demonstrate your value and make you stand out.
✨Tip Number 3
Practice your presentation skills! As an Investment Director, you'll need to present at industry events. Grab a friend or family member and run through your pitch. The more comfortable you are speaking, the more confident you'll appear to potential employers.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're genuinely interested in joining Quilter and helps us keep track of all the amazing talent out there. Don’t miss out on this opportunity!
We think you need these skills to ace Investment Director - Quilter in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Director role at Quilter. 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 values of integrity, curiosity, and collaboration.
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. This way, we can ensure your application gets the attention it deserves and you can easily keep track of your application status.
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 explain your expertise in a way that’s easy to understand.
✨Showcase Your Presentation Skills
Since this role involves presenting at industry events, practice your presentation skills. Prepare a few key points about Quilter's investment solutions and rehearse how you would convey these to different audiences, ensuring clarity and engagement.
✨Understand the Company Culture
Familiarise yourself with Quilter's values, such as integrity, curiosity, and teamwork. Be ready to discuss how your personal values align with theirs and provide examples of how you've embodied these principles in your previous roles.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. This shows your genuine interest in the role and the company. Consider asking about their approach to customer outcomes or how they support their employees' professional development.
