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). The business offers a range of advisor and customer products spanning financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management across the Affluent and High Net Worth segments.
About the Role
Level: 4 | Department: UK Distribution – Central Region | Location: Southampton, United Kingdom (Hybrid) – Regular travel to the South West, Wales, and the Southampton office. Contract Type: Permanent | Regulated/Non‑Regulated: Non‑Regulated.
A Wealth Sales Consultant will own a pre‑defined panel of accounts and will market Quilter products to these accounts, support company initiatives, and drive new business growth.
Responsibilities
- Build a good understanding of the panel accounts, their product mix and gaps, and identify the key contact within each.
- Identify and progress sales opportunities for increased new business across supporting and current non‑supporting advice firms.
- Undertake a programme of marketing campaigns with accounts, maximizing 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.
- Achieve key performance objectives.
Knowledge & Skills
- Knowledge of the UK Platform market is preferred.
- Previous financial services telesales experience is preferred.
- Good understanding of Quilter’s key products and services.
- Knowledge of Salesforce or equivalent system is desirable.
- Proven telesales and relationship management skills.
- Proven ability to work with a wide network of colleagues to achieve role aims.
- Strong written and oral communication skills.
- Good attention to detail.
Experience
- Strong experience of working as a team player in a telesales environment where overall team success is prioritized.
- Track record of continuous personal development.
- Good knowledge of the UK’s products and propositions.
Qualifications
- Must have attained QCF level 4.
Benefits
- Holiday: 182 hours (26 days).
- Quilter Incentive Scheme: All employees are eligible to participate.
- Pension Scheme: Non‑contributory company pension, boostable through personal contributions.
- Private Medical Insurance: Single coverage as standard with options for additional coverage.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, payable after 26 weeks of absence, less state benefits.
- Healthcare Cash Plan (Jersey employees only).
Equal Employment Opportunity
We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation, or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility. We will try our very best to accommodate.
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