Wealth Sales Consultant - Quilter
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £126.3 billion in customer investments (as of August 2025). 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: UK Distribution -Central Region
Location: Southampton, United Kingdom (Hybrid)- Regulartravel is also required across the South West & Wales as well as regular travel to the Southampton office.
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
Wealth Sales Consultants are a key part of UK Sales Distribution with responsibility for ensuring that a panel of accounts is managed effectively and opportunities for new business maximised & proactively contacting advice businesses to establish new business relationships.
The role will also support the work of Strategic Relationships where applicable and support sales and marketing campaigns. Success is measured by the amount of new business generated from these accounts, and business generated through your sales activity with new advice firms.
The Role of a Wealth Sales Consultant
A Wealth Sales Consultant will own a pre-defined panel of accounts and will market Quilter products to these accounts and others and support company initiatives.
- Build a good understanding of the panel accounts, their product mix and gaps and identify the key contact within each.
- Identify & progress sales opportunities for increased new business across supporting & current non-supporting advice firms.
- Undertake a programme of marketing campaigns with accounts, maximising return.
- Maintain accurate Management Information on these accounts
- Keep up to date on Quilter product developments and propositions.
- Work with colleagues, proactively suggesting ways to deliver an enhanced return.
- Contribute to a strong and successful WSC Team.
- Achievement of key performance objectives.
Knowledge • Knowledge of the UK Platform market is preferred.
- Previous financial services telesales experience is preferred.
- A good understanding of Quilter's key products and services is desirable.
- Knowledge of Salesforce or equivalent system is desirable.
- Proven ability to work with a wide network of colleagues to achieve role aims is essential.
- Strong communication (written and oral) skills are essential.
- Good attention to detail is essential.
- Strong experience of working as a team player in a telesales environment where overall team success is preferred.
Please note for this role there will be travel involved across the South West & Wales as well as regular travel to the Southampton office.
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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
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