Business Development Manager

Quilter; Glasgow; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic Business Development Manager to join their team in Glasgow. This role involves collaborating with financial advisers to promote a range of investment solutions, including Climate Asset Funds and discretionary management services. The ideal candidate will have a Level 4 industry qualification and a strong background in financial services. Join a forward-thinking company that values diversity and inclusivity, offering a supportive environment where your contributions can make a real difference. This is an exciting opportunity to shape the future of wealth management while driving new business growth.

Benefits

182 hours holiday (26 days)

Incentive Scheme

Non-contributory Pension Scheme

Private Medical Insurance

Life Assurance (4x salary)

Income Protection (75% of salary after 26 weeks)

Flexible Benefits

Qualifications

• Proven experience as a Business Development Manager in financial services.
• Ability to manage workload independently with bi-weekly oversight.

Responsibilities

• Promote discretionary investment proposition and Climate Assets Funds.
• Cultivate relationships with Financial Advisers in the Glasgow area.

Skills

Business Development

Financial Advisers Knowledge

Self-Organization

Relationship Management

Education

Level 4 Industry Qualification (CISI, CFA)

Tools

CRM System

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 a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has a presence 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. Listed on the London and Johannesburg stock exchanges, it manages over £111.6 billion of client investments (as at March 2024).

If you want to play a part in shaping the future of our business, bring new ideas, and challenge yourself, now is a great time to join us.

About the Role

Level: 4

Department: Distribution

Location: Glasgow

Contract type: Permanent

Non-regulated

Join our dynamic Business Development Manager team in Glasgow, collaborating with our national team of BDMs. It's an exciting period at Quilter Cheviot, with a strong Modern MPS proposition and Climate Asset Funds boasting over 12 years of history. You will also work with our talented Investment Managers on discretionary and AIM services for clients with complex needs.

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

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

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

• Promoting Quilter Cheviot's discretionary investment proposition, Climate Assets Funds, MPS solution, AIM portfolio, and other relevant services to financial advisers in the Glasgow area.
• Establishing an annual target with the Head of Business Development - Advice for introducing new investment management business.
• Meeting the new business target and other relevant KPIs.
• Supporting the London region by driving new business opportunities.
• Coordinating and agreeing with the Head of North Sales and Head of Business Development - Advice on target advisers and assigning investment managers for new services.
• Agreeing on sales methods and initiatives with the Head of North Sales.
• Providing regular reports to the relevant managers using standardised formats.
• Developing and using a business plan template to classify advisers for focused 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 required.
• Maintaining communication with Investment Directors, Managers, and senior sales staff.
• Acquiring comprehensive knowledge of company products and services to advise on their suitability.
• Keeping accurate records of contacts and visits in the CRM system.

Consumer Duty

Although this role doesn't directly interact with end customers, you need to understand our target market and evaluate the value of services for financial advisers to ensure positive outcomes.

About You

• Proven Business Development Manager with expertise in the financial adviser sector.
• Ability to manage workload independently with bi-weekly oversight.
• Strong self-organization and personal responsibility skills.
• Experience collaborating with marketing, investment teams, and sales across offices.

Ideal candidate will possess:

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

#LI-VS1 #QC #QuilterCheviot

Inclusion & Diversity

We value diversity and strive to promote inclusivity. We ensure equal opportunities for all, based on skills, qualifications, experience, and potential. We celebrate diverse contributions and foster a respectful, nurturing environment.

Values

Do the right thing: Acting with integrity and commitment to clients and communities.
Always curious: Seeking new ideas and knowledge to anticipate client needs.
Embrace challenge: Aiming high to transform potential into outcomes.
Stronger together: Collaborating across talents, supporting each other, and embracing new ideas.

Core Benefits

• Holiday: 182 hours (26 days)
• Incentive Scheme: Participation available to incentivise performance.
• Pension Scheme: Non-contributory scheme with optional personal contributions.
• Private Medical Insurance: Standard cover with options to extend.
• Life Assurance: 4x salary.
• Income Protection: 75% of salary after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.
• Flexible Benefits: Available via salary deduction.