Quilter
Relationship Manager (West Midlands)
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Relationship Manager (West Midlands)
About Quilter
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering encompassing financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.
The business comprises two segments:
- Affluent: Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors, the multi-asset investment solutions business.
- High Net Worth: Quilter Cheviot (discretionary fund management) and Quilter Cheviot Financial Planning (highly personalised service for private clients, charities, trustees, and professional partners).
Serving customers across the UK, Ireland, and Channel Islands, Quilter is transforming its operations, staying ahead through expertise, new ideas, and customer-centric solutions.
Distribution Director – Wealth (Network AR Firms & National Advisers)
About The Role
- Level: 4
- Department: Distribution
- Contract Type: Permanent
- Regulated: Non-Regulated
- Location: Home-based (must be based in the West Midlands, commutable for travel)
This role offers a unique opportunity to support AR (Appointed Representative) firms and self-employed National advisers in running, growing, and prosperously exiting, via our Distribution Director – Wealth framework: "RAWGEX (Run, Profitably, Grow, Sustainably, Exit)".
Key Responsibilities
- Build Trusted Relationships: Develop strong business-to-business (B2B) relationships with AR firms and self-employed National advisers by delivering strategic, objective advice on their growth and operations.
- Align with Corporate Objectives: Ensure outcomes are aligned with Quilter’s commercial targets and sales performance.
- Collaborate for Growth: Work with AR principals and self-employed advisers to develop and implement strategies that fulfil their short-, medium-, and long-term goals across a broad geographical footprint.
- Coordinate Support: Collaborate across teams and stakeholders to provide tailored, coordinated support that enables AR firms to succeed in today’s complex regulatory environment.
- Value Creation for Partners: Enable firms to enhance profitability and sustainability while planning a confident transition to the next stage of their business lifecycle.
- Onboarding & Engagement: Support the effective onboarding of new AR firms and new National advisers to ensure productivity and integration.
- Compliance & Standards: Fulfill obligations in partnership with Risk and Compliance, ensuring decisions prioritise consistent, collaborative, and compliant decision-making aligned with the Consumer Duty.
- Regulatory Goals: As part of fulfilling the Consumer Duty, help drive customer-centric outcomes, balancing risk, reward, and compliance to deliver improved services, stability, and satisfaction.
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About You
We’re looking for:
- Industry Expertise: An experienced professional with a wealth management sales background who understands the diverse dynamics of AR principals and self-employed advisers.
- Impactful Relationship Management: Experience and success building strong, commercially beneficial relationships with language, finesse, and professionalism.
- Networking and Onboarding: Skilled in navigating financial advice networks, understanding the workflows, compliance nuances, and needed support mechanisms.
- Deep Product Knowledge: Comprehensive understanding of wealth, mortgages, protection propositions, platform assets, and liberation opportunities.
- Regulatory Stewardship: Clear knowledge of compliance requirements, adept at operating in a risk-managed environment.
- Regulatory compliance: Acting within Quilter’s robust governance framework to safeguard consumer interests through compliant decision-making.
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Ideal Background:
- Familiarity with Quilter Cheviot/Quilter Cheviot advances negotiating demonstrates a value fit.
Our Values—And You:
Quilter expects employees to contribute to and embody our values:
- Do the right thing: Unwavering integrity in serving clients and ensuring impactful community support.
- Always curious: Commit to continuous life-long learning and exploring holistic solutions to future-proof the business.
- Embrace challenge: Drive ambition relentlessly through overcoming professional roadblocks collaboratively.
- Stronger together: Encourage empowered teams, exercise ownership, build trust, and challenge progressively under bold, transformative change.
Inclusion & Diversity
Quilter is committed to a diverse and inclusive workplace.
We uphold meritocratic principles—our choices are driven strictly by skills, qualifications, talents, and potential, with zero bias on background, protected characteristics, or identity.
Core Benefits and Flexibility
Comprehensive Core Package
- Holidays:
- 182 hours, equivalent to 26 days, per year.
- Quilter Incentive Scheme: All employees eligible to participate, reinforcing our performance-potential mindset.
- Pension Scheme:
- Non-contributory company plan.
- Boost contribution options via personal commitment.
- Healthcare:
- Private Medical Insurance as standard: Single cover available with enhancement options (add partner/dependencies).
- Life Assurance: Cover 4× salary as part of our protective safeguard network.
- Income Protection: 75% of salary, less any State benefits, accessible after 26 weeks of absence.
- Healthcare Cash Plan: Available exclusively to Jersey employees.
Flexible UK Benefits
Elect accessible, customisable benefits via a payroll-friendly deduction process.
Note: Benefits vary by location and may be subject to policy adjustments.
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