At a Glance
- Tasks: Help AR firms and advisers grow their businesses with strategic advice and support.
- Company: Join Quilter plc, a leading wealth management business focused on brighter financial futures.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday allowance.
- Other info: Be part of a diverse team that values integrity, curiosity, and collaboration.
- Why this job: Make a real impact in the financial services industry while developing your leadership skills.
- Qualifications: Experience in financial services sales and strong relationship-building skills required.
The predicted salary is between 60000 - 80000 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 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: 5
- Department: Distribution
- Location: Homebased, United Kingdom (You must be based in Central and/or West Midlands)
- Contract Type: Permanent
- Regulated/Non-Regulated: Non-Regulated
This is an exciting opportunity for the right candidate to work with Network AR firms and self-employed National advisers, helping them “Run”, Profitably, “Grow”, sustainably and then when the time comes “Exit,” with confidence. You will take a business consultant approach to adding tangible value to our AR firm and adviser businesses.
Our Senior Relationship Manager is responsible for providing Appointed Representative (AR) firms and National advisers with objective advice and assistance relating to the strategy, structure, management, and operations of their business so they can maximise the development of their business, in line with our corporate objectives and sales delivery. You will ensure that good customer outcomes are at the centre of decision making.
You will work with a panel of Strategic Partner and Key Account AR firms and National advisers to understand where they want their businesses to be positioned and support them in developing their business for the future, as well as owning commercial drivers and maintaining the integrity of contractual relationships.
You will collaborate with colleagues and stakeholders to deliver appropriate and coordinated support to AR firms whilst also developing a strong sense of team and actively look for opportunities for cross collaboration within teams, with the ability to navigate complex political environments, managing multiple stakeholders.
You will be responsible for delivery of campaigns and initiatives across your region, including your own education and that of your direct reports and advisers, to drive results and delivery at all levels.
You will be responsible for management of two Relationship Managers within your designated region, overseeing their effective management of AR firms and National advisers allocated to them and leading them in the achievement of performance objectives across your region.
You will work closely with the Head of Adviser Relationships to ensure that your region is successfully contributing to the delivery of key strategic and performance objectives.
You’ll contribute to the effective onboarding of new AR firms and new National advisers.
You will work compliantly and in partnership with all other functions within Quilter Financial Planning including Risk and Compliance.
You will work across the wider Quilter business to ensure an integrated client offering is in place where appropriate.
Consumer Duty
The duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction.
About You
The ideal candidate will have a wealth of experience working in a financial services’ sales environment with a deep understanding of the way in which different types of AR principals and Advisers operate. You will have a broad understanding of the way in which Firms and Advisers work and how to build strong relationships that are professional and beneficial to both parties.
Experienced in operating in a Financial Advice network. You’ll have a wide knowledge and comprehensive understanding of all product sectors, distribution channels, industry, and regulatory landscapes. Detailed knowledge of the wealth, mortgage and protection propositions including Platforms and asset gathering.
You will have good knowledge and understanding of Compliance requirements and operating within a risk managed environment. You will have strong understanding of commercial drivers, profitability levers, adviser economics and business performance metrics.
You will be an excellent communicator with the ability to adjust your style depending on the audience; from challenging conversations with AR principals to coaching and developing Relationship Managers.
As a people manager you will set a strong performance culture that is aligned to Quilter’s strategic priorities, ensuring delivery, consistency and accountability across the region. You will role model Quilter’s values, acting with integrity, putting customers at the heart of decisions, and demonstrating care for colleagues. You will build an environment where diverse views are welcomed.
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.
Senior Relationship Manager (Central & West Midlands) employer: Quilter
Quilter is an exceptional employer located in the vibrant city of Southampton, offering a dynamic work culture that fosters collaboration and innovation. As a Wealth Sales Consultant, you will benefit from flexible working arrangements, comprehensive training, and opportunities for professional growth within the financial services sector. With a strong focus on employee well-being, including a robust pension scheme and medical insurance, Quilter is dedicated to supporting your career while ensuring a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Relationship Manager (Central & West Midlands)
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Quilter. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Relationship Manager (Central & West Midlands)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quilter.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Quilter's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Quilter
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quilter.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Quilter will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quilter employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
