Business Development Manager - Quilter

Quilter; Liverpool; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading wealth management firm is seeking a Business Development Manager in Liverpool. The role involves promoting investment services to financial advisers, establishing targets, and driving new business opportunities. Ideal candidates should hold a Level 4 qualification and have experience in the financial adviser sector. Join a dynamic team committed to providing exceptional financial advice and investment solutions.

Benefits

Holiday: 182 hours (26 days)

Incentive Scheme

Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Qualifications

• Proven Business Development Manager with experience in the financial adviser sector.
• Ability to manage workload independently with bi-weekly oversight.

Responsibilities

• Promoting discretionary investment proposition and Climate Assets Funds.
• Meeting new business targets and KPIs.
• Cultivating relationships with Financial Advisers.

Skills

Business Development

Financial Advice

Self-Organization

Education

Level 4 industry qualification

Job description

Job Description

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 through our sister company, Quilter Cheviot Financial Planning. We provide highly personalised services to private clients, charities, trustees, and professional partners. Quilter Cheviot operates throughout the UK, Ireland, and the Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions, and discretionary fund management. Quilter plc is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as of December 2024).

If you want to contribute to shaping our future, bring new ideas, and challenge the status quo, now is a great time to join us.

About the Role

Level: 4
Location: Liverpool
Contract: Permanent
Department: Distribution

Join our dynamic Business Development Manager team in Liverpool, part of a national team of BDMs. This is an exciting period at Quilter Cheviot, with a strong Modern MPS proposition and Climate Asset Funds with over 12 years of history. You will collaborate with our Investment Managers on discretionary and AIM services for clients with complex needs.

The ideal candidate should be based in or near Liverpool, possess good knowledge of financial advice and advisers, hold at least a Level 4 industry qualification, and demonstrate an entrepreneurial spirit to explore new opportunities in this growing area. This role offers an exciting challenge for an experienced BDM.

Our goal is to help current and future generations succeed by providing the right financial advice and investment solutions for secure futures. In uncertain times, our expertise and dedication are crucial. Our talents set us apart, but our commitment to customers defines us.

Reporting directly to the Head of Sales - North, you will work with Investment Management teams to attract new investment clients through Financial Advisers in the Liverpool region. Your responsibilities include:

• Promoting Quilter Cheviot's discretionary investment proposition, Climate Assets Funds, MPS solution, AIM portfolio, and other relevant services to financial advisers in the Liverpool area.
• Establishing an annual target with the Head of Business Development - Advice for new investment management business.
• Meeting new business targets and KPIs.
• Supporting the London region by driving new business opportunities.
• Coordinating with the Head of North Sales and Head of Business Development - Advice on target introducers and assigning investment managers for new services.
• Agreeing on sales methods and initiatives with sales leadership.
• Providing regular reports to sales leadership using standard formats.
• Developing and using a business plan to classify advisers for targeted efforts.
• Cultivating relationships with Financial Advisers, focusing on onboarding new advisers and opening accounts.
• Maintaining effective relationships with Advisers and Investment Managers.
• Attending business development meetings as needed.
• Maintaining communication with Investment Directors, Managers, and sales leadership.
• Gaining comprehensive knowledge of our products and services and their suitability for clients.
• Keeping accurate records of contacts and visits in the CRM system.

Consumer Duty:

While this role doesn't involve direct customer interaction, understanding our target market and evaluating service value for financial advisers is essential to ensure positive customer outcomes.

About You

• Proven Business Development Manager with experience in the financial adviser sector.
• Ability to manage workload independently with bi-weekly oversight.
• Strong self-organization and personal responsibility skills.
• Collaborative approach with marketing, investment teams, and the wider sales team.

Candidates should possess:

• At least a Level 4 industry qualification (e.g., CISI, CFA, or equivalent).
• Relevant experience in financial services within local markets.
• A clean driving license.

#LI-VS1 #QC

Inclusion & Diversity

We value diversity and promote inclusivity. We are committed to equal opportunities, ensuring fair treatment based on skills, qualifications, experience, and potential. We celebrate diversity and foster a respectful, nurturing environment where everyone can thrive.

Values

Do the right thing: Acting with integrity and going above and beyond for clients and communities.
Always curious: Seeking new ideas and knowledge to stay ahead of client needs.
Embrace challenge: Aiming high to turn potential into meaningful outcomes.
Stronger together: Collaborating, listening, supporting, and embracing new ideas to achieve more collectively.

Core Benefits

Holiday: 182 hours (26 days)
Incentive Scheme: Participation available to incentivize performance.
Pension Scheme: Non-contributory with options to contribute personally.
Private Medical Insurance: Single cover, with options for family coverage.
Life Assurance: 4x salary.
Income Protection: 75% of salary after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only.

Additional flexible benefits are available to UK employees, payable via salary deduction.