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- Tasks: Support the sales team with various activities and generate new business opportunities.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy flexible working, generous holiday, private medical insurance, and an incentive scheme.
- Why this job: Kickstart your career in a dynamic environment with growth opportunities and a supportive team culture.
- Qualifications: Eager learners with a passion for sales; industry qualifications preferred but not mandatory.
- Other info: Flexible location options across major UK cities; potential to progress to a Business Development Manager role.
The predicted salary is between 36000 - 60000 £ per year.
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About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today, it is one of the UK’s largest wealth management firms, offering expert discretionary investment management and financial advice. We provide a highly personalised wealth management service to private clients, charities, trustees, and professional partners with straightforward or complex financial needs. Our presence spans the UK, Ireland, Dubai, and the Channel Islands.
Quilter plc is a leading wealth management business overseeing £119.6 billion in customer investments (as at 31 March 2025). It offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.
If you want to contribute to shaping our future, bring new ideas, and challenge yourself, now is a great time to join us.
About the Role
This is an excellent opportunity to join a growing, motivated distribution team supporting the Northern Sales Director and Northern Business Development Management (BDM) Team.
This role is ideal for a candidate eager to learn and aspiring to grow within the sales team. It offers a career path in Discretionary Investment Management Distribution, with opportunities to learn about the BDM role and potentially progress to a Business Development Manager position, subject to vacancies. Industry qualifications will be required if not already obtained.
Details
- Level: Sales Support – Level 3
- Department: Quilter Cheviot Distribution
- Location: Flexible: Liverpool, Leeds, Manchester, Glasgow, Edinburgh
- Contract: Permanent
Reporting to the Northern Sales Director, the role involves supporting the Northern BDM team with various sales activities.
Key Responsibilities
- Support the Northern BDM team with information to generate new business opportunities pre and post-sale.
- Assist the Northern Sales Director and have regular catch-ups on progress.
- Develop a thorough understanding of the company’s products and services and their suitability for clients.
- Create and develop communications for advisers identified by the distribution team.
- Gather adviser data from various sources to support panel building and maintenance.
- Coordinate with central functions to support distribution materials, messaging, and information sharing.
- Manage user updates and FE licence access, coordinating with the team for financial advisers.
- Attend team meetings and act on action points.
- Conduct research on topics like adviser data and competitor analysis.
- Monitor industry publications for emerging themes and share insights.
- Arrange adviser meetings/events and support attendance both virtually and physically.
- Follow up on events with data collection and adviser contact.
- Manage and update content on the Distribution Intranet and Training web pages.
- Build relationships with advisers and assist in scheduling meetings.
- Support CRM due diligence processes as needed.
- Collaborate with various departments within Quilter Cheviot.
- Develop a working plan with the Northern Sales Director for sales support needs.
- Manage the adviser prospect list proactively.
- Work towards obtaining an industry Level 4 Diploma.
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About You
Inclusion & Diversity
We value diversity and promote inclusivity, ensuring equal opportunities based on skills, qualifications, experience, and potential. We celebrate diverse contributions and foster a respectful environment where everyone can thrive.
Values
- Do the right thing: Act with integrity and serve clients and communities diligently.
- Always curious: Seek new ideas and knowledge to stay ahead of client needs.
- Embrace challenge: Aim high and transform potential into meaningful outcomes.
- Stronger together: Collaborate, listen, support, and embrace new ideas for collective success.
Core Benefits
- Holiday: 182 hours (26 days)
- Incentive Scheme: Participation available to incentivise performance.
- Pension: Non-contributory scheme with optional personal contributions.
- Private Medical Insurance: Single cover, with options to include family.
- Life Assurance: 4x salary.
- Income Protection: 75% of salary after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
- Flexible Benefits: Additional options available via salary deduction.
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Sales Support employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support
✨Tip Number 1
Familiarise yourself with Quilter Cheviot's products and services. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the company and its clients.
✨Tip Number 2
Network with current employees or industry professionals who have experience in sales support roles. They can provide valuable insights into the company culture and expectations, which can give you an edge during the selection process.
✨Tip Number 3
Stay updated on industry trends and competitor activities. Being knowledgeable about the market will allow you to engage in meaningful conversations during interviews and showcase your proactive approach.
✨Tip Number 4
Prepare to discuss how you can contribute to the team’s goals. Think of specific examples from your past experiences that align with the responsibilities listed in the job description, as this will highlight your suitability for the role.
We think you need these skills to ace Sales Support
Some tips for your application 🫡
Understand the Role: Read the job description carefully to grasp the key responsibilities and requirements for the Sales Support position. Tailor your application to highlight how your skills and experiences align with these aspects.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in sales support or related roles. Mention specific tasks you've handled that relate to the responsibilities outlined in the job description, such as managing data or supporting a sales team.
Showcase Your Skills: Make sure to include skills that are relevant to the role, such as communication, organisation, and research abilities. Provide examples of how you've used these skills in past positions to demonstrate your capability.
Personalise Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the company and the role. Mention why you want to work at Quilter Cheviot specifically and how you can contribute to their success.
How to prepare for a job interview at Quilter
✨Know the Company Inside Out
Before your interview, make sure you research Quilter Cheviot thoroughly. Understand their history, values, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Demonstrate Your Sales Support Skills
Be prepared to discuss your previous experiences related to sales support. Highlight any relevant skills such as data management, communication, and relationship building with advisers. Use specific examples to illustrate how you've successfully supported a sales team in the past.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. This could include inquiries about the team dynamics, the challenges faced by the Northern BDM team, or opportunities for professional development within the company. It shows that you're engaged and thinking about your future there.
✨Show Your Willingness to Learn
Since this role is ideal for someone eager to learn, express your enthusiasm for personal and professional growth. Discuss any industry qualifications you plan to pursue and how you intend to develop your skills in discretionary investment management.