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 highly personalized wealth management services 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 yourself, now is a great time to join us.

This is a great opportunity to join a growing, highly motivated distribution team supporting the Northern Sales Director and Northern Business Development Management (BDM) Team.

This position is ideal for a candidate eager to learn and interested in career growth within the sales team. It offers a pathway to develop into a Business Development Manager role, with opportunities to gain industry qualifications if not already held.

Role Details

Level: Sales Support – Level 3

Department: Quilter Cheviot Distribution

Location: Flexible: Birmingham, Leeds, London

Contract: Permanent

Reporting to the Northern Sales Director, the role involves supporting the Northern BDM Team with various sales-related activities.

Key Responsibilities

• Support the Northern BDM team with information to drive new business opportunities pre- and post-sale.
• Assist the Northern Sales Director and have regular catch-ups on progress.
• Develop a thorough understanding of the company’s products and services and their appropriate client circumstances.
• Create regular Quilter Cheviot communications for advisers.
• Gather adviser information from various sources to support panel building and maintenance.
• Coordinate with central functions to support distribution materials, messaging, and information.
• Manage FE licence access and updates for users in collaboration with the distribution team.
• Attend team meetings to capture and act on action points.
• Research topics like adviser data and competitor analysis for the distribution team.
• Monitor industry publications for emerging themes and share insights with the team.
• Arrange adviser meetings/events and support attendance both virtually and physically.
• Follow up on events by providing attendee data and CPD certificates, and contacting advisers.
• Edit content on the Distribution Intranet (SharePoint) and Training (Degreed) pages.
• Build relationships with advisers and assist in booking meetings.
• Support CRM due diligence processes when needed.
• Liaise with various departments at Quilter Cheviot to support distribution activities.
• Develop a working plan with the Northern Sales Director to incorporate sales support needs.
• Proactively manage the adviser prospect list.
• Work towards obtaining an industry Level 4 Diploma.

#LI-VS1 #QC

Inclusion & Diversity

We value diversity and promote inclusivity, ensuring equal opportunities based 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: Act with integrity and go above and beyond for clients and communities.
Always curious: Seek new ideas and knowledge to stay ahead of client needs.
Embrace challenge: Aim high and transform potential into outcomes.
Stronger together: Collaborate, listen, support, and embrace new ideas, demonstrating ownership and trust.

Core Benefits

• Holiday: 182 hours (26 days)
• Incentive Scheme: Eligible for performance-based incentives.
• Pension: Non-contributory scheme with optional personal contributions.
• Private Medical Insurance: Standard single cover, options for family.
• Life Assurance: 4x salary.
• Income Protection: 75% of salary after 26 weeks.
• Healthcare Cash Plan: Jersey employees only.
• Flexible benefits: Additional options available via salary deduction.