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The Telephone Account Manager will support the Sales Head, build relationships with advisers, execute contact strategies, and manage workloads while focusing on career growth within the sales team.

Support the Northern BDM Team by providing information to drive new business opportunities, attending events, and managing communications and research tasks.

The role involves providing administrative support to advisers by managing their policies, addressing queries, and ensuring timely processing of requests in a professional manner.

Join Quilter Academy to become a self-employed financial adviser through a structured training program. Ideal candidates are driven, possess strong interpersonal skills, and are motivated to build client relationships while achieving a Level 4 Diploma in Financial Planning.

Assisting a senior Investment Manager in managing clients' accounts, producing investment proposals, and contributing to investment discussions while handling general administration and client communication.