Wealth Sales Consultant

Quilter plc; Southampton; On-site; GBP 25,000 - 42,000; Full time

Benefits offered by this job

Holiday entitlement 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Job summary

Quilter plc in Southampton is seeking a proactive Prospect and Engagement specialist to support growth in our sales team. You will drive outbound outreach to financial advisers, qualify leads and set appointments under the Head of Sales.

You will promote our Wealth Select solution, keep accurate CRM records, and build relationships with HoS, WMCs and WSCs to maximise market opportunities across the region. Experience in telesales or business development is preferred; knowledge of financial

Qualifications

• Familiarity with UK financial advice and platform markets desirable.
• Experience in telesales or business development preferred.
• Sales targets and pipeline management experience beneficial.
• Willingness to learn Quilter's products and adviser proposition.

Responsibilities

• Identify and deliver new quality platform supporters through engagement with adviser firms.
• Promote the Wealth Select solution and maintain CRM records for HoS, WMCs and WSCs.
• Develop relationships with panel and regional hubs to maximise market opportunities.
• Meet activity targets for outbound calls, appointments booked and pipeline generation.

Skills

Phone sales

Communication

Time management

Lead qualification

Prospect management

Outbound calling

Education

R01 / Level 4 Diploma

QCF Level 4

Tools

CRM system

Job description

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 4 Department: Sales Location: Southampton Contract: Permanent The successful candidate will support key market initiatives to generate growth, in addition to driving your own activity, as agreed with the Head of Sales, to develop new accounts. The Prospect and Engagement role will also be supporting the work of the business development team where applicable. Success will be measured by the identification and delivery of new quality platform supporters; through active engagement with firms that do not currently align with Quilters Investment platform. This will include contacting advice firms that had little to no contact with Quilter and enhancing existing relationships with adviser firms. In addition to this you will be expected to identify opportunities and promote our leading In-house Investment Solution ‘Wealth Select’ on which you will receive full training as part of our offering. You will be expected to keep up to date on Quilter products and propositional developments. You will need to build a good understanding of your panel and regional hub models, whilst developing relationship with HoS, WMCs & WSCs to ensure effective communication between all stakeholders to maximise market opportunities, identifying key contacts at the firm etc. Whilst always maintaining accurate records via our leading CRM system.

About You

Knowledge

• An awareness of the UK financial advice and platform market is desirable.
• A basic understanding of financial services products, pensions, ISAs and investments is advantageous.
• Knowledge of Quilter's products, platform capabilities and adviser proposition is desirable, with a willingness to develop expertise quickly.
• Understanding of sales prospecting, lead generation and pipeline management principles is beneficial.

Skills

• Strong telephone-based sales and prospecting skills, with confidence making a high volume of outbound calls each day.
• Excellent verbal communication skills, with the ability to engage, influence and build rapport quickly with financial advisers and business owners.
• Highly motivated, resilient and comfortable handling rejection whilst maintaining a positive attitude.
• Strong organisational and time management skills, with the ability to manage a large prospect base and prioritise activity effectively.
• Ability to identify opportunities, qualify prospects and convert conversations into meetings and business opportunities.

Experience

• Previous experience in a telesales, sales development, business development or contact centre environment is preferred.
• Experience working to activity-based targets, including outbound call volumes, appointments booked and pipeline generation, is desirable.
• Experience in financial services is advantageous but not essential for candidates with strong sales capability and a willingness to learn.
• Evidence of resilience, self-motivation and a proactive approach to generating new business opportunities.

Qualifications

• Working towards, or having an interest in achieving, a relevant financial services qualification (e.g. R01/Level 4 Diploma) is desirable.
• QCF Level 4 qualification advantageous but not essential for entry-level or junior sales candidates.

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.

We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs.

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability.