Sales Support

Quilter; Glasgow; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm is seeking a motivated individual to join their sales support team in Glasgow. This role offers a unique opportunity to learn and develop within the discretionary investment management sector. The ideal candidate will support the business development management team and participate in various sales activities. The firm values diversity and inclusivity, providing a supportive environment for all employees. Competitive benefits include a generous holiday allowance and private medical insurance.

Benefits

182 hours holiday

Incentive scheme

Non-contributory pension

Private medical insurance

Life assurance

Income protection

Flexible benefits

Qualifications

• Eager to learn and grow within the sales team.
• Strong communication skills for client interactions.
• Ability to conduct market research.

Responsibilities

• Support the Northern BDM team in generating business opportunities.
• Develop an understanding of company products and services.
• Coordinate events and manage adviser relationships.

Skills

Research skills

Communication skills

CRM knowledge

Education

Industry Level 4 Diploma

Tools

CRM systems

Job description

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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 personalised wealth management service to private clients, charities, trustees, and professional partners with straightforward or complex financial needs. Our presence spans 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 contribute to shaping our future, bring new ideas, and challenge yourself, now is a great time to join us.

About the Role

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

This role 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 opportunities to learn about the BDM role and potentially progress to a Business Development Manager position, subject to vacancies. Industry qualifications will be required if not already obtained.

Details

• Level: Sales Support – Level 3
• Department: Quilter Cheviot Distribution
• Location: Flexible: Liverpool, Leeds, Manchester, Glasgow, Edinburgh
• Contract: Permanent

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

Key Responsibilities

• Support the Northern BDM team with information to generate 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 suitability for clients.
• Create and develop communications for advisers identified by the distribution team.
• Gather adviser data from various sources to support panel building and maintenance.
• Coordinate with central functions to support distribution materials, messaging, and information sharing.
• Manage user updates and FE licence access, coordinating with the team for financial advisers.
• Attend team meetings and act on action points.
• Conduct research on topics like adviser data and competitor analysis.
• Monitor industry publications for emerging themes and share insights.
• Arrange adviser meetings/events and support attendance both virtually and physically.
• Follow up on events with data collection and adviser contact.
• Manage and update content on the Distribution Intranet and Training web pages.
• Build relationships with advisers and assist in scheduling meetings.
• Support CRM due diligence processes as needed.
• Collaborate with various departments within Quilter Cheviot.
• Develop a working plan with the Northern Sales Director for sales support needs.
• Manage the adviser prospect list proactively.
• Work towards obtaining an industry Level 4 Diploma.

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About You

Inclusion & Diversity

We value diversity and promote inclusivity, ensuring equal opportunities based on skills, qualifications, experience, and potential. We celebrate diverse contributions and foster a respectful environment where everyone can thrive.

Values

• Do the right thing: Act with integrity and serve clients and communities diligently.
• Always curious: Seek new ideas and knowledge to stay ahead of client needs.
• Embrace challenge: Aim high and transform potential into meaningful outcomes.
• Stronger together: Collaborate, listen, support, and embrace new ideas for collective success.

Core Benefits

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