Sales Support

Quilter; Birmingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm is seeking a Sales Support professional to assist the Northern BDM Team. This role offers an opportunity for growth within Discretionary Investment Management Distribution. Responsibilities include supporting sales activities and conducting research on advisers and competitors. The ideal candidate is eager to learn and might pursue an industry Level 4 Diploma. This role is based in Birmingham, Leeds, or London, and offers a comprehensive benefits package.

Benefits

26 days holiday

Quilter Incentive Scheme

Non-contributory Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Flexible Benefits

Qualifications

• Eager to learn and grow within the sales team.
• Completion of industry qualifications may be required.
• Aiming to obtain an industry Level 4 Diploma.

Responsibilities

• Support the Northern BDM team with new business opportunities.
• Provide support to the Northern Sales Director.
• Conduct research on adviser data and competitors.

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. We provide a highly personalized wealth management service 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 the status quo, now is a great time to join us.

About the Role

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

This position is ideal for a candidate eager to learn and aspiring to grow within the sales team. It offers a career path in Discretionary Investment Management Distribution, with potential to learn about the BDM role and, where vacancies exist, progress to a trainee and then a fully-fledged Business Development Manager.

Industry qualifications may be required if not already held.

About the role

Level: Sales Support – Level 3

Department: Quilter Cheviot Distribution

Location: Flexible: Birmingham, Leeds, London

Contract type: Permanent

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

Key Responsibilities include but are not limited to:

• Supporting the Northern BDM team with information to drive new business opportunities pre- and post-sale
• Providing immediate support to the Northern Sales Director and holding regular catch-ups
• Developing a thorough understanding of the company’s products and services and their appropriate client circumstances
• Creating regular Quilter Cheviot communications for advisers
• Gathering adviser information from various sources to support panel building and maintenance
• Liaising with central functions to support distribution materials and messaging
• Managing FE licence updates and access for users
• Attending team meetings to capture and act on action points
• Conducting research on adviser data, competitors, and industry themes
• Monitoring industry publications for emerging trends
• Arranging adviser meetings/events and supporting attendance
• Following up on events with attendee data, CPD certificates, and adviser contacts
• Managing content on the Distribution Intranet (SharePoint) and Training (Degreed) web pages
• Building relationships with advisers and assisting in booking meetings
• Supporting CRM due diligence processes as needed
• Liaising with various departments within Quilter Cheviot
• Developing a working plan with the Northern Sales Director
• Managing the adviser prospect list proactively
• Working towards obtaining an industry Level 4 Diploma

#LI-VS1 #QC

About You

Inclusion & Diversity

We value diversity and promote inclusivity, ensuring equal opportunities regardless of background, based solely 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: 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 and transforming potential into meaningful outcomes.
• Stronger together: Collaborating, listening, supporting, and embracing new ideas to achieve more collectively.

Core Benefits

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