Quilter
Relationship Manager (West Midlands)
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About Quilter plc
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. As of December 2025, Quilter oversees £141.2 billion in customer investments. Our offering spans financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is divided into two primary segments:
- Affluent: Includes Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors (multi-asset investment solutions)
- High Net Worth: Comprises Quilter Cheviot (discretionary fund management) and Quilter Cheviot Financial Planning, providing a highly personalised service to private clients, charities, trustees, and professional partners.
Quilter Cheviot operates across the UK, Ireland, and the Channel Islands. Our success is built on decades of expertise serving hundreds of thousands of customers, but we are constantly striving to innovate and deepen our impact—both in the markets we serve and our workplace culture.
About the Role
Job Title:
Distribution Director – Wealth
Level:
4
Department:
Distribution
Location:
Home-based (Must be based in the West Midlands with the ability to travel to your firms)
Contract Type:
Permanent
Regulated/Non-Regulated:
Non-Regulated
Opportunity Highlights:
This role offers an exciting chance to partner with Network Appointed Representative (AR) firms and self-employed national advisers, guiding them through the imperative stages of business growth: Run, Grow, Sustain, and Exit with confidence.
As a Distribution Director, your role will be to develop business-to-business relationships with AR firms and national financial advisers by delivering transparent, tailored advice across strategy, structuring, operations, and growth strategies. This will directly support Quilter’s corporate objectives and ensure profitable business outcomes.
Key Responsibilities:
- Grow strategic relationships with AR firms and self-employed advisers across a broad geographic area.
- Understand their short, medium, and long-term goals, and develop customisable strategies to meet those aspirations.
- Work collaborately with AR principals and national advisers to implement their growth plans, including a pathway for a successful exit strategy.
- Embed our customer-centric philosophy into every decision, ensuring compliance and positive customer outcomes.
- Onboard new AR firms and advisers cohesively, aligning them with Quilter’s Robocall Compliance and operational frameworks.
- Demonstrate strong team collaboration, bridging between your panel of advisers, internal teams, and other stakeholders, including Risk and Compliance.
- Proactively collaborate across internal teams, navigating political environments and managing diverse stakeholder expectations.
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Supporting Our Customers Through the Consumer Duty
Your work will directly enhance customer outcomes by:
- Balancing risk and reward in decision-making.
- Ensuring alignment with regulatory obligations.
- Driving improvements in service, satisfaction, and customer stability.
Requirements
The ideal candidate will bring extensive experience from financial services, especially within sales-driven distributions:
- Proven track record in developing business relationships with AR principals/Independent Financial Advisers (IFAs), understanding the benefits each partnership model provides to all parties.
- Deep exposure to financial advisory network operations (including multi-firm networks and self-employed advisers).
- Comprehensive knowledge of wealth, mortgage, and protection markets, with direct experience regarding platform operations, asset gathering, and distribution channels.
- In-depth awareness of regulatory frameworks, compliance processes, and how to operate within a risk-sensitive environment.
- Strong communication skills and relationship-building approach, fostering trust and professional connections.
- Ability to facilitate growth through strategic advisement that prioritises unequivocal client outcomes.
Our Values
At Quilter, we embody our values consistently to define a culture rooted in excellence and inclusion:
- Do the right thing: A commitment to integrity and proactive support for customers and communities.
- Always curious: Staying ahead of challenges and evolving solutions, driven by a passion for experimentation.
- Embrace challenge: Unify our teams to exceed collective ambitions, converting challenges into meaningful outcomes.
- Stronger together: Nurturing collaboration, open dialogue, and ownership, creating an environment where everyone feels valued and empowered to deliver impact.
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Benefits
Core Benefits
- Holiday: 182 hours (26 days).
- Quilter Incentive Scheme: Eligible to all employees for company performance and individual contributions.
- Pension Scheme: Non-contributory, boostable with personal contributions.
- Private Medical Insurance: Standard cover with options to include partners and children.
- Life Assurance: Cover valued at 4 times your salary.
- Income Protection: Disability benefit of 75% of annual salary (after 26 weeks and excluding state benefits), applicable UK-wide.
- Healthcare Cash Plan: Available to Jersey employees.
Flexible Advantage Plan
In addition, UK-based colleagues can select from a host of personalised benefits via salary deduction, supporting a lifestyle that works for you.
Why Join Us
At Quilter, our purpose is clear: we’re creating brighter financial futures for every generation. By guiding our clients through complexities and anticipating their changing needs, we give them peace of mind.
Thriving within a diverse workforce, we value all our colleagues for their unique contributions as we innovate and grow. Our workplace is designed to accommodate ambition and authenticity—enabling you to balance work and life and nurturing a culture where your voice matters regardless of your position.
Our Commitment to Inclusion
We maintain a zero tolerance for discrimination and strive to provide equal opportunities to all applicants. Equally, we embrace diversity in all forms—beliefs, culture, gender identity, ethnicity, sexual orientation and disability—ensuring everyone across Quilter finds an environment conducive to thriving professionally.
Please engage the Talent Acquisition team if you require any adjustments to our recruitment process or alternative formats when applying.
Quilter plc invites your vision, creativity, and passion to help us carve a better future for financial services. Appliedangk
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