time left to apply End Date: January 10, 2025 (2 days left to apply)
job requisition id R3957
About the Business
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). 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. 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. 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:
Quilter Financial Advisers Location : East Anglia, United Kingdom (Such as; Norfolk, Suffolk, Cambridge etc.) OR Newcastle/Durham or into Scotland (At a push north of Leeds, Glasgow, Edinburgh etc.) and Midlands (Such as; Birmingham, Worcester, Wolverhampton) Contract type : Permanent, Full-Time The Sales Manager holds a key function for the new self-employed Adviser to QFA. In their first year with the National business, the SM will act as their line manager, business coach, and role model to prepare them for integration into the regional team structure. Getting advisers productive in that period is key to an adviser being able to thrive with Quilter by building a strong business. They will carry out many of the functions that the current Regional Directors have, but on a much more intensive basis, with a smaller span of control allowing for more time to be spent with the individual. The role holder responsibilities will include, leading by example, demonstrating, then coaching an adviser through all the key elements to creating the foundations needed. The SM will meet regularly with their advisers, give them hands-on support including demonstrating, observing client meetings and coaching the valuable skills successful advisers need to have. To that end it is a field-based role. While we make use of the technology when it is appropriate, it will be time spent in the field with the adviser that will have the most impact, so there will be travel involved, and on occasion this will include overnights due to geography. About You
As a Sales Manager you have a proven track record of driving results whilst you build and maintain strong relationships throughout the business. You're someone who thrives on challenge and has the drive to see things through, leading by influence at all levels. You are a natural negotiator and leader - you're known for your knack for creative problem-solving and your adeptness at resolving conflicts. As a mentor and coach, you'll play an important role in guiding our team of advisors to success, leveraging your leadership skills to inspire and empower them, helping them reach their full potential. You're results-oriented and always striving for improvement, with the confidence to lead and manage change effectively. If you are someone with experience in this field, hold a Level 4 Diploma in Financial Planning Advice, who values credibility, professionalism, and personal integrity, we welcome you to apply. 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 the 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. About Us
We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. Flexible Working
We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more. Our promise to you
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 and 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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Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). 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. 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. 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:
Quilter Financial Advisers Location : East Anglia, United Kingdom (Such as; Norfolk, Suffolk, Cambridge etc.) OR Newcastle/Durham or into Scotland (At a push north of Leeds, Glasgow, Edinburgh etc.) and Midlands (Such as; Birmingham, Worcester, Wolverhampton) Contract type : Permanent, Full-Time The Sales Manager holds a key function for the new self-employed Adviser to QFA. In their first year with the National business, the SM will act as their line manager, business coach, and role model to prepare them for integration into the regional team structure. Getting advisers productive in that period is key to an adviser being able to thrive with Quilter by building a strong business. They will carry out many of the functions that the current Regional Directors have, but on a much more intensive basis, with a smaller span of control allowing for more time to be spent with the individual. The role holder responsibilities will include, leading by example, demonstrating, then coaching an adviser through all the key elements to creating the foundations needed. The SM will meet regularly with their advisers, give them hands-on support including demonstrating, observing client meetings and coaching the valuable skills successful advisers need to have. To that end it is a field-based role. While we make use of the technology when it is appropriate, it will be time spent in the field with the adviser that will have the most impact, so there will be travel involved, and on occasion this will include overnights due to geography. About You
As a Sales Manager you have a proven track record of driving results whilst you build and maintain strong relationships throughout the business. You're someone who thrives on challenge and has the drive to see things through, leading by influence at all levels. You are a natural negotiator and leader - you're known for your knack for creative problem-solving and your adeptness at resolving conflicts. As a mentor and coach, you'll play an important role in guiding our team of advisors to success, leveraging your leadership skills to inspire and empower them, helping them reach their full potential. You're results-oriented and always striving for improvement, with the confidence to lead and manage change effectively. If you are someone with experience in this field, hold a Level 4 Diploma in Financial Planning Advice, who values credibility, professionalism, and personal integrity, we welcome you to apply. 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 the 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. About Us
We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. Flexible Working
We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more. Our promise to you
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 and 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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