Wealth Management Consultant

Quilter
England
Workplace: RemoteFull timeFunction: Consulting & AdvisoryEducation: certificationSkills: ["Delivery focus","Presentation","Negotiation","Relationship building","Stakeholder management","Integrity","Growth mindset"]

Maximise new business opportunities and promote retention of assets under management for Quilter Investment Platform and Quilter Platform. Lead sales results from a regional hub covering West Midlands and surrounding areas by managing a panel of advisers, influencing adviser firms to place new business, supporting Quilter Investment Solutions, and using business planning, MI and segmentation to drive annual sales targets. Deliver compliant relationship management and client information updates, including living account plans.

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Quilter
Quilter
15 hours ago

Wealth Management Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Maximise new business opportunities and promote retention of assets under management for Quilter Investment Platform and Quilter Platform. Lead sales results from a regional hub covering West Midlands and surrounding areas by managing a panel of advisers, influencing adviser firms to place new business, supporting Quilter Investment Solutions, and using business planning, MI and segmentation to drive annual sales targets. Deliver compliant relationship management and client information updates, including living account plans.
Location: England
Workplace: Remote
Employment Type: Full time · Permanent
Job Function: Consulting & Advisory

Key Responsibilities

  • •Maximise new business opportunities for Quilter Investment Platform and Quilter Platform while promoting retention of existing assets under management.
  • •Manage a panel of advisers and influence/supported new and existing adviser firms to place volume new business into the platform proposition.
  • •Build strong relationships with panel firms, understand the advice market landscape, and drive placement and retention through solutions and seminar/workshop activity.
  • •Use business planning, MI and segmentation to help adviser firms execute strategy, grow their business, and understand market dynamics.
  • •Maintain compliant sales processes, identify risks, and keep SalesForce updated with the latest client information and living account plans.
Travel: Medium travel

Pay and Benefits

Perks:Paid LeavePensionHealth InsuranceLife InsuranceIncome Protection

Key Requirements

  • •Proven experience in a sales consultant role (or similar) with a focus on distributing investment products.
  • •Minimum QCF Level 4 qualification.
  • •Strong presentation skills and ability to use questioning techniques to understand advisers’ needs.
  • •Exceptional interpersonal skills to negotiate, build relationships and influence decision makers.
  • •Ability to navigate complex environments and manage multiple stakeholders.
Experience:Wealth managementInvestments
Education:Certification / Diploma
Skills:Delivery focusPresentationNegotiationRelationship buildingStakeholder managementIntegrityGrowth mindset
Certifications:QCF Level 4

Company Brief

Quilter
Quilter plc is a UK-based wealth management and financial planning company offering investment management, retirement planning, and financial advice services to individual and intermediary clients across the UK and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 2018
Website