Investment Director

Quilter; Remote; GBP 150,000 - 200,000; Full time

Job summary

A leading wealth management company is seeking an Investment Sales Director to promote their multi-asset investment solutions across the UK. This role involves both independent and collaborative efforts to achieve sales targets, requiring strong presentation skills to simplify complex investment propositions for financial advisers. Candidates should possess extensive experience in distribution and ideally a Chartered or CFA designation. The position is home-based with a focus on enhancing customer outcomes through clear communication and collaboration.

Benefits

182 hours holiday (26 days)

Incentive scheme participation

Non-contributory pension scheme

Private medical insurance

Life assurance (4x salary)

Income protection (75% of salary)

Qualifications

• Extensive experience distributing multi asset products to financial advice firms.
• Strong presenter with the ability to simplify complex messages.
• Background with UK financial advisers is preferred.

Responsibilities

• Promote market leading multi asset capabilities to financial advice businesses.
• Deliver sales targets while coordinating with platform sales colleagues.
• Support sales teams with technical knowledge and planning activities.

Skills

Distribution experience of multi asset investing

Presentation skills

Ability to simplify complex messages

Knowledge of financial markets and regulation

Education

Full Chartered Status within CII/PFS or CFA

Job description

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £134.8 billion in customer investments (as of September 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: 5

Department: Distribution

Location: Homebased, United Kingdom

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

The Investment Sales Directors represent the Quilter Investment team, promoting our market leading multi asset capabilities to financial advice businesses. The primary focus is on the growth and retention of our multi asset investment solutions.

You will take responsibility for a region and promote our investment solutions to advisers in this area. You will act both independently and in co-ordination with platform sales colleagues to deliver a sales target for your region.

As a thought leader, you will support our sales and relationship management teams with technical knowledge, sales ideas, and planning activity around our multi asset investment solutions. Working closely with our marketing teams, you will help to develop appropriate presentations and collateral which bring to life the value of Quilter multi asset investment propositions.

You will be called upon to present at industry events and conferences to a high standard on both the main stage and within break out environments. And by engaging with leading financial adviser firms, you will simplify technical complexity and ensure that key messages are clear, relevant, and understood.

Consumer Duty

Whilst this isn’t a directly customer facing role, the duties you will perform will impact good customer outcomes by ensuring that we clearly and simply articulate the benefits, positioning, and performance of our investment solutions to advisers with potential new investors and/or existing clients. This supports the Consumer Understanding and Consumer Support outcomes of the Consumer Duty.

About You

You will have extensive distribution experience of multi asset investing to financial advice firms. In addition, you will have a thorough knowledge of associated areas such as financial markets, economics, and regulation.

As a strong and articulate presenter, you will have the ability to simplify complex messages so that they are easily understood by a wide range of audiences.

You will be able to operate as part of a high calibre team, with the ability to work with a wide and diverse range of people.

Ideally you will have a background working with UK financial advisers, ensuring that good customer outcomes have been met through provision of appropriate technical investment-related information.

Ideally you will have full Chartered Status within CII/PFS route and or CFA or progress towards.

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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.