Quilter Cheviot
Sales Support Analyst
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Fixed-Term Position: 11-Month Contract
About the Business
Quilter Cheviot has been wealth management and financial advice of choice for over 250 years, serving individual clients, families, charities, and trustees. As one of the UK’s largest wealth management firms, Quilter Cheviot provides discretionary investment management, tailored financial solutions, and strategic guidance for complex needs.
Quilter plc, a leading wealth management business, oversees £126.3 billion in investments (as of 6th August 2025). The group operates a comprehensive suite of services, including financial advice, investment platforms, and multi-asset discretionary management across the UK, Ireland, Dubai, and the Channel Islands.
Quilter welcomes fresh perspectives and innovation to shape its future. This is an ideal time to join an ambitious team committed to long-term growth.
About the Role
Level: 3 Department: Investment Management Locations: Manchester, London, Glasgow, Birmingham (Original sites listed; assuming "Liverpool/Leeds" are included under Manchester-wide or subsequent notes clarify elsewhere)
For distribution teams in Northern regions under the Head of North – Sales and BDM Team, we seek a proactive Sales Support Coordinator.
Career Path: This role is designed for those aspiring to grow within distribution initiatives. Successful candidates can develop expertise in Discretionary Investment Management Sales, including progression to Business Development Manager (BDM) via dedicated training and mentoring.
Requirements include mandatory financial industry qualifications (depending on existing background).
Key Responsibilities
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Sales enablement support:
- Provide Northern BDMs with pre- and post-sale data/models to drive new business opportunities.
- Assist the Head of North – Sales with monthly progress reviews via 1:1 catch-ups.
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Sales education and intelligence:
- Gain deep product knowledge – including discretionary funds, service matchmaking, platform offerings – across clients and target groups.
- Create tailored QCT communications (e.g., data updates, market insights) for advisory networks.
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Research & data_collection:
- Compile actionable FSrelease/panel data on financial advisers (NIHL, RDR-compliance/licensing info, London compliance status).
- Track competitor benchmarking trends, market themes, and emerging regulatory shifts in the industry.
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CRM and technology support:
- Liaise centrally with teams (platforms, legal, CRM teams) to streamline distribution onboarding for advisers.
- Manage Financial Conduct Authority licensing updates access and sphere access awaiting agreements.
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Event coordination & follow-up:
- Plan UK national regional advisory events ( physically, virtually) alongside BDMs.
- Track attendee CPD records, shared attendee insights in system, and post-event advisory outreach.
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Adviser-first engagement:
- Own Distributory tools (e.g. SharePoint**) content, and ensure comprehensive training portal updates.
- Facilitate advisor meetings and coordinate リカバリmanagement/workflows across the advisory board.
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Support team leadership:
- Serve as backup on BDM-centric due diligence (vetted investments, legacy domain sessions).
- Manage Northern Sales Director’s collaboration schedule—balancing distributed/regional requests and advisory portfolio expansion.
About You
We seek a self-motivated team player with adaptability—and whose ambition aligns with continuous learning. Ideally, candidates bring expertise in financial services distribution, trusted product development, or sales operations.
Core Requirements
Culture & Mindset:
- Demonstrated reliability; self-directed.
- Displays innovation in work/life balance initiatives.
Client/Services Focus:
- Basic grasp of profit mechanics and discretionary fund structures.
Practical Skills:
- Adept at prioritising diverse tasks (FRM training parallel to contracts, data capture exemplars); open to flexible scheduling.
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Key Competencies:
- Spearheading relationships with both internal teams (marketing, investment products) and external advisers.
- Strategic thinking: can research competitor market data, forecasting trends, and advisory panel fortifications.
- Risks identification/resolution: from licensing ambiguities to alignment resolution.
#QC Inclusion & Diversity
Quilter Cheviot’s commitment to a diverse and inclusive workplace is core to our mission. Our culture champions equal opportunities, recognizing and amplifying alternative perspectives. Equality, respect, and growth form the foundation of the employees we enable.
Our Values: Four Pillars for Impact
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Do The Right Thing We put clients’ interests first, ensuring our contribution is rooted in integrity.
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Always Curious Novel ideas drive innovation. We foster experimentation across portfolios because dedicated mindset drives discoveries.
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Embrace Challenge Growth means seizing opportunities fearlessly in adaptive and consultative partnerships.
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Stronger Together Collaboration is key to success. We listen, champion diverse talents, and efficiently escalate dependencies.
Core Benefits:
| Benefit | Detail |
|---|---|
| Annual Leave | 26 days, plus karma days (annual cap: 182 hours) |
| Incentive Scheme | All employees eligible |
| Pension | 6% core non-contributory + potential staff-matched matching |
| Healthcare Cash Plan | Jersey employees only |
| Flexible Benefits | Range of options accrue via salarium reductions |
Includes NetCare health discount for select regions. Supplement home/away arrangements huddled in 2025 Transition.
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