Wealth Management Sales Support Specialist

Quilter plc; Southampton; On-site; GBP 24,000 - 32,000; Full time

Job summary

Quilter plc in Southampton seeks a proactive Sales Support Administrator to join for a 6-month fixed term contract. You will support Sales Consultants, Platform Specialists and cross-functional teams to ensure smooth processes and accurate data handling.

You will develop expertise in financial data analysis, platform navigation, regulatory compliance, and wealth management strategy, learning to analyse Excel-based data, resolve transfer issues, ensure DGT quoting accuracy, and enhance competitor

Qualifications

• Experience in administrative, sales support, operations or customer service.
• Experience in financial services or wealth management is preferred.
• Strong organisational and prioritisation skills with ability to manage varied requests.
• Excellent attention to detail and right-first-time data handling.

Responsibilities

• Provide primary support for Sales Support and Sales Distribution with administrative and operational assistance.
• Handle new business flows and platform transaction processes.
• Serve as a key contact for adviser firms—resolving daily queries and ensuring seamless experiences.
• Produce management information reports for WMCs and adviser firms in tracking business and retention.
• Deliver competitor analysis of Quilter’s MPS portfolios using FE Analytics.
• Manage TPI requests via FNZ with careful data validation.
• Liaise with product support to ensure data quality and processing accuracy.

Skills

Organised

Administrative

Data analysis

Stakeholder management

Attention to detail

Communication

Numerical skills

Excel

Regulated environment

Tools

FE Analytics

FNZ

Job description

Quilter plc in Southampton seeks a proactive Sales Support Administrator to join for a 6-month fixed term contract. You will support Sales Consultants, Platform Specialists and cross-functional teams to ensure smooth processes and accurate data handling.

You will develop expertise in financial data analysis, platform navigation, regulatory compliance, and wealth management strategy, learning to analyse Excel-based data, resolve transfer issues, ensure DGT quoting accuracy, and enhance competitor