Sales Support

Quilter; Liverpool; On-site; 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 provides an excellent opportunity for candidates eager to learn and grow within sales, with potential pathways to a Business Development Manager position. Responsibilities include supporting business generation activities and managing adviser information. The role offers flexibility in location, suitable for candidates based in Liverpool, Leeds, or other northern locations.

Benefits

26 days holiday

Performance-based incentives

Non-contributory pension scheme

Private medical insurance

Income protection

Qualifications

• Eager to learn and interested in career growth within sales.
• Ability to understand the company’s products and services.

Responsibilities

• Supporting the Northern BDM team with information for new business opportunities.
• Developing communications for advisers identified by the distribution team.
• Managing and editing content on SharePoint and Degreed web pages.

Skills

Communication skills

Organizational skills

Research skills

Education

Industry qualifications

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 highly personalized wealth management services 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). Our offerings include 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, motivated distribution team supporting the Northern Sales Director and Northern Business Development Management (BDM) Team. It is suitable for candidates eager to learn and interested in career growth within sales. The role offers a pathway to transition into Discretionary Investment Management Distribution, with potential to learn about the BDM role, and, where vacancies exist, to progress to a trainee and eventually a Business Development Manager position. Industry qualifications will be required if not already held.

Role 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 include but are not limited to:

1. Supporting the Northern BDM team with information to generate new business opportunities pre- and post-sale.
2. Providing immediate support to the Northern Sales Director and holding regular catch-ups.
3. Understanding the company’s products and services, and the circumstances in which they are appropriate for clients.
4. Developing communications for advisers identified by the distribution team.
5. Gathering adviser information from various sources to support panel building and maintenance.
6. Liaising with central functions to support distribution activities.
7. Managing FE licence updates and access for financial advisers.
8. Participating in distribution team meetings and acting on action points.
9. Conducting research on adviser data, competitors, and industry themes.
10. Monitoring industry publications for emerging themes.
11. Arranging adviser meetings and events, supporting attendance both virtually and physically.
12. Following up on events with data collection and adviser contact.
13. Managing and editing content on SharePoint and Degreed web pages.
14. Building relationships with advisers and assisting in booking meetings.
15. Supporting CRM due diligence processes when needed.
16. Liaising with departments such as investment, research, and marketing.
17. Developing a working plan with the Northern Sales Director for sales support.
18. Proactively managing the adviser prospect list.
19. Aiming to gain a Level 4 industry diploma.

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About You

Inclusion & Diversity

We value diversity and promote inclusivity. We ensure equal opportunities based on skills, qualifications, and potential, celebrating a diverse workforce and fostering a respectful environment.

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 meet client needs, encouraging experimentation.
• Embrace challenge: Aiming high, transforming potential into meaningful outcomes, and supporting growth.
• Stronger together: Collaborating, listening, supporting, and making impactful decisions through diversity and teamwork.

Core Benefits

• Holiday: 26 days (182 hours)
• Incentive Scheme: Performance-based incentives for all employees.
• Pension Scheme: Non-contributory scheme with optional personal contributions.
• Private Medical Insurance: Single cover, 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.