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For Companies At a Glance
- Tasks: Support the sales team with various activities and drive new business opportunities.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Great opportunity to learn and grow in a dynamic sales environment with career progression potential.
- Qualifications: Eager learners with industry qualifications preferred; no prior experience required.
- Other info: Flexible location options available; embrace diversity and inclusivity in our workplace.
The predicted salary is between 36000 - 60000 £ per year.
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 personalized wealth management service to private clients, charities, trustees, and professional partners with straightforward or complex financial needs. We have a presence throughout 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 shape the future of our business, bring new ideas, and challenge the status quo, now is a great time to join us.
About the Role
This is an excellent opportunity to join a growing, highly motivated distribution team supporting the Northern Sales Director and the Northern Business Development Management (BDM) Team.
This position 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 potential to learn about the BDM role and, where vacancies exist, progress to a trainee and then a fully-fledged Business Development Manager.
Industry qualifications may be required if not already held.
About the role
Level: Sales Support – Level 3
Department: Quilter Cheviot Distribution
Location: Flexible: Birmingham, Leeds, London
Contract type: Permanent
Reporting to the Northern Sales Director, the role involves supporting the Northern BDM Team with various sales activities.
Key Responsibilities include but are not limited to:
- Supporting the Northern BDM team with information to drive new business opportunities pre- and post-sale
- Providing immediate support to the Northern Sales Director and holding regular catch-ups
- Developing a thorough understanding of the company’s products and services and their appropriate client circumstances
- Creating regular Quilter Cheviot communications for advisers
- Gathering adviser information from various sources to support panel building and maintenance
- Liaising with central functions to support distribution materials and messaging
- Managing FE licence updates and access for users
- Attending team meetings to capture and act on action points
- Conducting research on adviser data, competitors, and industry themes
- Monitoring industry publications for emerging trends
- Arranging adviser meetings/events and supporting attendance
- Following up on events with attendee data, CPD certificates, and adviser contacts
- Managing content on the Distribution Intranet (SharePoint) and Training (Degreed) web pages
- Building relationships with advisers and assisting in booking meetings
- Supporting CRM due diligence processes as needed
- Liaising with various departments within Quilter Cheviot
- Developing a working plan with the Northern Sales Director
- Managing the adviser prospect list proactively
- Working towards obtaining an industry Level 4 Diploma
#LI-VS1 #QC
About You
Inclusion & Diversity
We value diversity and promote inclusivity, ensuring equal opportunities regardless of background, based solely on skills, qualifications, experience, and potential. We celebrate a diverse workforce and foster a respectful, nurturing environment where everyone can thrive.
Values
- Do the right thing: Acting with integrity and going above and beyond for clients and communities.
- Always curious: Seeking new ideas and knowledge to stay ahead of client needs.
- Embrace challenge: Aiming high and transforming potential into meaningful outcomes.
- Stronger together: Collaborating, listening, supporting, and embracing new ideas to achieve more collectively.
Core Benefits
- Holiday: 26 days (182 hours)
- Quilter Incentive Scheme: Participation available to incentivize performance
- Pension Scheme: Non-contributory scheme with optional personal contributions
- Private Medical Insurance: Single cover, with options for family
- Life Assurance: 4x salary
- Income Protection: 75% of salary after 26 weeks of absence
- Healthcare Cash Plan: Jersey employees only
- Flexible Benefits: Range of optional benefits via salary deduction
#J-18808-Ljbffr
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 be beneficial during your application process.
✨Tip Number 3
Stay updated on industry trends and competitor activities. This knowledge will allow you to engage in meaningful conversations during interviews and show that you are proactive and well-informed.
✨Tip Number 4
Prepare to discuss how you can contribute to the team’s success. Think about specific examples from your past experiences that highlight your skills in supporting sales activities and building relationships.
We think you need these skills to ace Sales Support
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Sales Support position. Understand the key responsibilities and how your skills align with them.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that match the requirements of the Sales Support role. Emphasise any previous sales support or administrative experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Quilter Cheviot that attract you and how you can contribute to their success.
Highlight Your Soft Skills: In your application, emphasise soft skills such as communication, teamwork, and adaptability. These are crucial for supporting the Northern BDM team and building relationships with advisers.
How to prepare for a job interview at Quilter
✨Understand the Company and Its Values
Before your interview, take some time to research Quilter Cheviot's history, values, and services. Understanding their commitment to integrity, curiosity, and collaboration will help you align your answers with what they value in a candidate.
✨Show Your Eagerness to Learn
Since this role is ideal for someone looking to grow within the sales team, be sure to express your enthusiasm for learning and developing your skills. Share examples of how you've taken initiative in the past to learn new things or improve your performance.
✨Prepare for Role-Specific Questions
Expect questions related to sales support and how you can assist the Northern BDM team. Think about your previous experiences and how they relate to the responsibilities listed in the job description, such as managing adviser information and supporting CRM processes.
✨Demonstrate Your Communication Skills
As the role involves liaising with various departments and building relationships with advisers, be prepared to showcase your communication skills. You might want to discuss a time when you successfully communicated complex information or resolved a misunderstanding.
