Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.About the Role
Level: 3
Location: London, Glasgow, Edinburgh, Liverpool, Manchester, Leeds - Hybrid working
Department: Distribution
Contract: Permanent
This is a great opportunity to join a growing, highly motivated distribution team supporting the Head of North and wider Quilter Cheviot Business Development Team.
This is an exciting position for a candidate with a strong entrepreneurial spirit and sales acumen, who has an appetite to learn, perhaps with aspirations for career growth within the sales team. The Telephone Account Manager position will provide the successful candidate with an opportunity to develop a new role within the Quilter Cheviot sales team which will be critical to our successful engagement with regional advice firms, national financial planning firms, networks and other strategic partners.
There will be a requirement to gain level 4 industry qualifications if not already held.
Reporting to Head of Sales - North, the role holder will be working with the QC Business Development Team, supporting them with many aspects of the sales process as well as developing a panel of advisers to develop and service remotely.
Key Responsibilities to include but not limited to:
To support the Head of North - Sales in building relationships with advisers from key adviser firms including National and Network Firms
To collate data from various providers and internal sources to create and execute a contact strategy to build relationships from non-supporting financial advisers.
To create and execute a contact strategy for both non supporting and supporting advisers to maximise opportunities that have been identified.
To work with the Business Development Managers to maximise opportunities within the regions.
To gain a thorough understanding of the company’s products and services and the circumstances in which they may be appropriate for existing and potential clients and promote these to advisers.
To collate information on the financial advisers from various sources available to Quilter Cheviot, and to support the distribution team in building and maintain panels
To attend National distribution team meetings and provide a summary of any action points.
To research market and competitor information which would be useful to the distribution team on given topics.
To own and edit content on the Distribution Intranet (Sharepoint) and Training (Degreed) web pages on National & Network firms.
Work towards the proactive management of an approved adviser list
To gain an industry Level 4 Diploma
This role is for a self-motivated candidate who is either already successful in a similar role or someone that wants to move into a sales position, having previously gained some industry experience in a business with a comparable proposition.
Experience from within wealth management or investment management is preferred, and a background in Distribution/Sales/Marketing would be of benefit
For the right person the role provides the opportunity for career progression by developing to become a Business Development Manager, servicing the financial adviser market, if this is of interest.
The role-holder will be required to manage their own workload and work closely with all members of the distribution team and colleagues across the regions when appropriate.
It is expected that the successful candidate will already have or be enthusiastic about developing, with Quilter Cheviot’s support, significant skills and expertise delivering remote sales presentations to financial advisers across the UK.
#LI-VS1 #QC #QuilterCheviot
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.
What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.
The businesses within our group aim to provide high quality products and services for the whole of your investment journey
