Business Development Executive

New Today

# ****About the Business****Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# ****About the Role****Level: 3Location: London, Glasgow, Edinburgh, Liverpool, Manchester, Leeds - Hybrid workingDepartment: DistributionContract: PermanentThis is a great opportunity to join a growing, highly motivated distribution team supporting the Head of North and wider Quilter Cheviot Business Development Team.This is an exciting position for a candidate with a strong entrepreneurial spirit and sales acumen, who has an appetite to learn, perhaps with aspirations for career growth within the sales team. The Telephone Account Manager position will provide the successful candidate with an opportunity to develop a new role within the Quilter Cheviot sales team which will be critical to our successful engagement with regional advice firms, national financial planning firms, networks and other strategic partners.There will be a requirement to gain level 4 industry qualifications if not already held.Reporting to Head of Sales - North, the role holder will be working with the QC Business Development Team, supporting them with many aspects of the sales process as well as developing a panel of advisers to develop and service remotely.Key Responsibilities to include but not limited to:* To support the Head of North - Sales in building relationships with advisers from key adviser firms including National and Network Firms* To collate data from various providers and internal sources to create and execute a contact strategy to build relationships from non-supporting financial advisers.* To create and execute a contact strategy for both non supporting and supporting advisers to maximise opportunities that have been identified.* To work with the Business Development Managers to maximise opportunities within the regions.* To gain a thorough understanding of the company’s products and services and the circumstances in which they may be appropriate for existing and potential clients and promote these to advisers.* To collate information on the financial advisers from various sources available to Quilter Cheviot, and to support the distribution team in building and maintain panels* To attend National distribution team meetings and provide a summary of any action points.* To research market and competitor information which would be useful to the distribution team on given topics.* To own and edit content on the Distribution Intranet (Sharepoint) and Training (Degreed) web pages on National & Network firms.* Work towards the proactive management of an approved adviser list* To gain an industry Level 4 Diploma# ****About You****This role is for a self-motivated candidate who is either already successful in a similar role or someone that wants to move into a sales position, having previously gained some industry experience in a business with a comparable proposition.Experience from within wealth management or investment management is preferred, and a background in Distribution/Sales/Marketing would be of benefitFor the right person the role provides the opportunity for career progression by developing to become a Business Development Manager, servicing the financial adviser market, if this is of interest.The role-holder will be required to manage their own workload and work closely with all members of the distribution team and colleagues across the regions when appropriate.It is expected that the successful candidate will already have or be enthusiastic about developing, with Quilter Cheviot’s support, significant skills and expertise delivering remote sales presentations to financial advisers across the UK.#LI-VS1 #QC #QuilterCheviot****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.**We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition #J-18808-Ljbffr
Apply
Location:
London, England, United Kingdom
Salary:
£100,000 - £125,000
Job Type:
FullTime
Category:
Management & Operations

We found some similar jobs based on your search