Sales Consultant

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 £119.4 billion in customer investments (as at end December 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

As a Sales Consultant in the Mortgage Network, you will be a key part of the support team dedicated to assisting Key Account Appointed Representative (ARs) in the development of their business by maximising the strategic alignment opportunities with Quilter to deliver good customer outcomes.

You will develop strong relationships within key functions of the business including other parts of Quilter, assisting, and enabling pro-active problem resolution and providing additional support to Relationship Managers, collaborating with other key stakeholders to deliver coordinated support to Key Account ARs.

You will proactively follow-up on actions and next steps agreed between Relationship Managers and ARs, support the creation of, and ongoing analysis of MI and drive a culture of service excellence and continuous improvement, placing the customer experience front and centre. This will also include responsibility for the promotion of central initiatives.

Ensuring that Conduct Risk is at the forefront of management decision making, you will be putting the customer at the heart of what we do by committing to decisions we make delivering good customer outcomes and taking responsibility for treating customers fairly in their direct and indirect dealings with the Company.

About You

To be successful in this role, you will need a broad understanding of how to build relationships that are professional and beneficial to all parties as well as good knowledge of the industry within which Quilter Financial Planning operates, strong understanding of the regulatory landscape and experience in developing and delivering training solutions.

You will have excellent communication skills, including over the telephone with the ability to quickly build and maintain relationships with Principals, Advisers, provider contacts and other key stakeholders. As well as confident approach, you will be someone able to react quickly to changing priorities, and have good negotiation and conflict resolution skills.

Analytical skills and a problem-solving mindset are essential, as is the need to be focused on developing solutions to create exceptional user experiences, continuous improvement and being results driven with strong passion to deliver.

#LI-FD1

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.