Overview
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. They proactively contact advice businesses to establish new business relationships, support the work of Strategic Relationships where applicable, and back sales and marketing campaigns. Success is measured by the amount of new business generated from these accounts and through sales activity with new advice firms. A Wealth Sales Consultant will own a pre-defined panel of accounts, market Quilter products to these accounts and others, and support company initiatives.
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 to maximise 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 Wealth Sales Consultant (WSC) Team.
- Achieve key performance objectives.
Knowledge and Experience
- 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 telesales and relationship management skills are preferred.
- 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.
- A good understanding of the UK’s products and propositions, and a track record of continuous personal development is desirable.
- Strong experience of working as a team player in a telesales environment where overall team success is preferred.
Qualifications
- You must have attained QCF level 4 to be considered for this role.
Other
- Please note travel is involved across the South West & Wales as well as regular travel to the Southampton office.
About Quilter
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 comprises two segments: Affluent and High Net Worth, with respective services and offices across the UK, Ireland and Channel Islands. Quilter is focused on staying customer-centric and delivering innovative solutions for clients and colleagues.
Core Values
- Do the right thing: act with integrity and go above and beyond in service of clients and communities.
- Always curious: seek new ideas and knowledge to stay ahead of client needs.
- Embrace challenge: aim high to transform potential into meaningful outcomes.
- Stronger together: collaborate and listen, challenge ideas, and empower decision making.
Benefits
- Holiday: 182 hours (26 days).
- Quilter Incentive Scheme: eligible for participation to incentivise performance.
- Pension: non-contributory, with options to boost via personal contributions.
- Private Medical Insurance: single cover with options to extend.
- Life Assurance: 4x salary.
- Income Protection: 75% of salary, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
- Other flexible benefits available via salary sacrifice for UK employees.
#J-18808-Ljbffr…