1 day ago

Wealth Sales Consultant (Scotland and Northern Ireland)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Own a pre-defined panel of accounts for Quilter’s wealth management products, driving new business by proactively contacting advice businesses and progressing sales opportunities. Work within the Scotland and Northern Ireland Hub as part of Distribution—Sales, run marketing campaigns, keep management information accurate, and stay current on product developments to maximize return and meet performance objectives.

Location: England, Scotland

Workplace: Remote

Employment Type: Full time · Permanent

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Manage a pre-defined panel of accounts, understanding account product mix, gaps, and key contacts.
•Identify and progress sales opportunities to generate new business across supporting and non-supporting advice firms.
•Undertake marketing campaigns with accounts to maximise return.
•Maintain accurate management information for these accounts.
•Stay up to date on Quilter product developments and collaborate with colleagues to improve returns and contribute to the WSC team.

Pay and Benefits

Perks:HolidayPensionHealth InsuranceLife AssuranceIncome Protection

Key Requirements

•Knowledge of the UK Platform market (preferred).
•Previous financial services telesales experience (preferred).
•A good understanding of Quilter’s key products and services (desirable).
•Knowledge of Salesforce or an equivalent system (desirable).
•Strong communication skills (written and oral) and attention to detail.

Experience:Financial servicesTelesales

Skills:Relationship managementCommunicationAttention to detailCollaborationMarketing campaign execution

Tech Stack:Salesforce

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

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Quilter

1 day ago

Wealth Sales Consultant (Scotland and Northern Ireland)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: England, Scotland

Workplace: Remote

Employment Type: Full time · Permanent

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Manage a pre-defined panel of accounts, understanding account product mix, gaps, and key contacts.
•Identify and progress sales opportunities to generate new business across supporting and non-supporting advice firms.
•Undertake marketing campaigns with accounts to maximise return.
•Maintain accurate management information for these accounts.
•Stay up to date on Quilter product developments and collaborate with colleagues to improve returns and contribute to the WSC team.

Pay and Benefits

Perks:HolidayPensionHealth InsuranceLife AssuranceIncome Protection

Key Requirements

•Knowledge of the UK Platform market (preferred).
•Previous financial services telesales experience (preferred).
•A good understanding of Quilter’s key products and services (desirable).
•Knowledge of Salesforce or an equivalent system (desirable).
•Strong communication skills (written and oral) and attention to detail.

Experience:Financial servicesTelesales

Skills:Relationship managementCommunicationAttention to detailCollaborationMarketing campaign execution

Tech Stack:Salesforce

Company Brief

Quilter

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