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- Tasks: Engage with firms to generate growth and develop new accounts in a dynamic sales role.
- Company: Quilter is a leading wealth management business focused on brighter financial futures for all generations.
- Benefits: Enjoy 26 days holiday, a pension scheme, private medical insurance, and an incentive scheme.
- Why this job: Join a transforming company that values innovation, inclusivity, and personal growth in a supportive environment.
- Qualifications: Ideal candidates should have UK platform market knowledge and some telesales experience; training provided.
- Other info: This is a hybrid role based in Southampton with two positions available.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £119.6 billion in customer investments (as at end March 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: 4
Department: Distribution
Location: Southampton, United Kingdom (Hybrid)
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
Please note, there are two open positions available for this role.
The successful candidate will support key market initiatives to generate growth, in addition to driving your own activity, as agreed with the Head of Sales, to develop new accounts. The Prospect and Engagement role will also be supporting the work of the business development team where applicable.
Success will be measured by the identification and delivery of new quality platform supporters; through active engagement with firms that do not currently align with Quilters Investment platform. This will include contacting advice firms that had little to no contact with Quilter and enhancing existing relationships with adviser firms. In addition to this you will be expected to identify opportunities and promote our leading In-house Investment Solution 'Wealth Select' on which you will receive full training as part of our offering. You will be expected to keep up to date on Quilter products and propositional developments.
You will need to build a good understanding of your panel and regional hub models, whilst developing relationship with HoS, WMCs & WSCs to ensure effective communication between all stakeholders to maximise market opportunities, identifying key contacts at the firm etc. Whilst always maintaining accurate records via our leading CRM system.
About You
To be successful, you will ideally have knowledge of the UK Platform market and some previous financial services telesales experience.
You will need to be adaptable, have strong communication skills and be able to build relationships easily.
You will be delivery-focused and resilient, with high energy and drive.
We will train you on Quilter products but if you do have some knowledge on this already that would be advantageous.
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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.
Wealth Sales Consultant - Prospect Engagement - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Sales Consultant - Prospect Engagement - Quilter
✨Tip Number 1
Familiarise yourself with Quilter's products and services, especially the Wealth Select investment solution. Understanding these offerings will not only help you in conversations but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the UK platform market. Attend industry events or join relevant online forums to connect with potential colleagues and clients, which can give you insights into the market and help you build relationships.
✨Tip Number 3
Prepare to showcase your communication skills during the interview process. Practice articulating how you would engage with adviser firms and enhance existing relationships, as this is a key aspect of the role.
✨Tip Number 4
Stay updated on current trends in wealth management and financial services. Being knowledgeable about the latest developments will allow you to speak confidently about the industry and position yourself as a valuable asset to the team.
We think you need these skills to ace Wealth Sales Consultant - Prospect Engagement - Quilter
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Wealth Sales Consultant position. Tailor your application to highlight relevant experience in financial services and telesales.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in the UK platform market or financial services. Use specific examples to demonstrate your ability to build relationships and drive sales.
Showcase Your Skills: Quilter values strong communication skills and adaptability. Make sure to include examples of how you've successfully communicated with clients or colleagues and adapted to changing situations in your previous roles.
Personalise Your Application: Address your application to the hiring manager if possible, and mention why you are specifically interested in Quilter. Show that you align with their values of integrity, curiosity, and teamwork.
How to prepare for a job interview at Quilter
✨Know Your Products
Familiarise yourself with Quilter's offerings, especially the Wealth Select investment solution. Understanding the products will help you answer questions confidently and demonstrate your commitment to the role.
✨Showcase Your Communication Skills
As a Wealth Sales Consultant, strong communication is key. Prepare examples of how you've successfully built relationships in previous roles, and be ready to discuss your approach to engaging with potential clients.
✨Demonstrate Adaptability
Quilter values adaptability, so be prepared to discuss times when you've had to adjust your strategies or approaches in response to changing circumstances. Highlight your resilience and ability to thrive in dynamic environments.
✨Research the UK Platform Market
Having knowledge of the UK platform market will set you apart. Stay updated on current trends and challenges within the industry, and be ready to discuss how these might impact Quilter and its clients.
