Quilter Invest Sales Consultant in Southampton

About the Business

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!

About the Role

This role is pivotal to the successful rollout of Quilter Invest to our adviser population. Quilter Invest is Quilter’s innovative Direct‑to‑Consumer (D2C) platform, recently enhanced to enable advisers to refer prospective clients directly onto the platform. Through this capability, clients can begin growing their assets independently, with the flexibility to seek professional advice from their adviser when they are ready. By bridging the gap between self‑directed investing and adviser‑led support, this role will drive adviser adoption of the platform, increase client referral volumes, and ensure a seamless end‑to‑end client journey from initial engagement through to receiving tailored financial advice, working closely with the Quilter Invest product team.

Key Responsibilities

• Act as the subject matter expert for the Quilter Invest Adviser Referral proposition
• Lead the rollout of the adviser referral capability across National, Network and IFA adviser channels
• Own and deliver adviser onboarding targets, ensuring timely and effective adoption of the proposition
• Support adviser engagement through presentations, webinars, and live demonstrations of the Quilter Invest platform
• Guide advisers through the end‑to‑end onboarding process, ensuring clarity, confidence and compliance
• Work closely with distribution teams to identify and prioritise firms and advisers interested in using the Adviser Referral tool
• Activate and drive referral activity, accountable for achieving agreed referral growth targets
• Engage directly with firms and advisers to support effective and consistent use of the platform’s functionality
• Capture and articulate adviser feedback, sharing insights with distribution, product and delivery teams
• Equip distribution teams with the knowledge, materials and confidence to support advisers using Quilter Invest
• Support the ongoing development and enhancement of the Adviser Referral proposition
• Collaborate with the Quilter Invest product and delivery teams to evolve functionality in line with adviser needs and commercial objectives

About You

• Proven experience in B2B sales, with a strong track record of delivering commercial outcomes
• Experience working with financial advisers, ideally with demonstrable success selling investment platforms into adviser‑led environments
• Comfortable taking end‑to‑end ownership of a product proposition and leading its successful rollout
• Strong motivation to achieve and exceed distribution and referral targets
• A self‑starter with the ability to manage multiple stakeholders and prioritise effectively to achieve objectives
• Experience within wealth management and/or direct‑to‑consumer investing platforms is advantageous
• Excellent interpersonal and influencing skills, with the ability to build, develop and manage senior relationships across large advisory firms to drive asset growth through Quilter Invest
• Highly delivery‑focused, demonstrating energy, resilience and the ability to achieve results through collaboration and influence rather than direct authority
• Commercially astute, with strong written, verbal and presentation skills, and confidence engaging audiences in both group and one‑to‑one settings

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.