Sales Support

Quilter; Leeds; Remote; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm in the UK is looking for a Sales Support professional to join their distribution team. This role involves supporting the sales efforts of the Northern team with communication, research, and coordination of meetings. Candidates should be eager to learn and gain qualifications in the financial services industry, with a clear path to career advancement in business development management.

Benefits

26 days of holiday

Incentive scheme

Private medical insurance

Pension scheme

Life assurance

Qualifications

• Appetite to learn about the BDM role.
• Ability to support sales teams effectively.
• Understanding of products and services.

Responsibilities

• Support the Northern BDM team with required information.
• Develop communications for advisers.
• Coordinate adviser meetings/events.

Skills

Communication

Sales support

Research

Education

Level 4 Industry Diploma

Tools

CRM Software

SharePoint

Job description

About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. About the Role

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

This is an exciting position for a candidate who has an appetite to learn and who may have aspirations for career growth within the sales team. The sales support position can provide a career path for the successful candidate in Discretionary Investment Management Distribution with the opportunity to learn more about the BDM role with a view, where a vacancy exists, to becoming a trainee and then fully fledged Business Development Manager in the future.

There will be a requirement to gain industry qualifications if not already held.

About the role

Level: Sales Support – Level 3

Department:Quilter Cheviot Distribution

Location: Flexible: Liverpool, Leeds, Manchester, Glasgow, Edinburgh

Contract type: Permanent

Reporting to the Northern Sales Director, the role-holder will be working with the Northern BDM Team supporting them with many aspects of the sales role

Key Responsibilities to include but not limited to:

• To support the Northern BDM team with required information to drive new business opportunities both pre and post-sale
• To be an immediate support to the Northern Sales Director and have regular catch ups on progress through 121 meetings.
• To gain a thorough understanding of the company’s products and services and the circumstances in which they may be appropriate for existing and potential clients.
• To develop regular Quilter Cheviot communications specifically to advisers identified by the distribution team.
• To collate information on financial advisers from various sources available to Quilter Cheviot, to support the distribution team in building and maintaining panels
• To liaise with centralised functions on behalf of the distribution team to support the distribution of materials, messaging and information.
• To be responsible for updating users and providing access to FE licence whilst coordinating with the distribution team for financial advisers
• To attend Northern and National distribution team meetings to capture and act on action points.
• To identify and undertake research which would be useful to the distribution team on given topics, such as adviser data and competitor analysis
• To check the industry publications for emerging themes and communicate with the Northern Sales Director for wider use in the distribution team.
• To arrange adviser meetings/events along with the distribution team
• To attend various events as support to the distribution team both virtually and physically
• To assist in the follow up of events by providing data on the attendees, CPD certificates and contacting specific financial advisers.
• To own and edit content on the Distribution Intranet (SharePoint) and Training (Degreed) web pages.
• To build relationships with advisers and assist in booking adviser meetings when requested by the distribution team.
• To be a backup for the CRM due diligence process when required
• To liaise with all departments at Quilter Cheviot including heads of office, heads of desk, investment managers, research team and marketing for behalf of the distribution team
• To develop a working plan with the Northern Sales Director to incorporate sales support requirements.
• Work towards proactive management of the adviser prospect list
• To gain an industry Level 4 Diploma

#LI-VS1 #QC

About You

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.