Regional Director

About the Business

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 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland, and the Channel Islands.

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, including our colleagues.

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!

Level
: 5

Department
:
Recruitment & Establishment Team

Location
:
Homebased, United Kingdom

Contract type
:
Permanent, Full-Time

Non-Regulated

Our Regional Director role is responsible for the recruitment and retention of key Appointed Representatives (ARs) and RIs. You will ensure that good customer outcomes are central to decision‑making. You will be accountable for identifying, contacting, interviewing, assessing, attracting, and selecting appropriate prospective Members and lead on all aspects of decision‑making on quality of, risks associated with, prospective Members through to making formal offers to prospective recruits.

You’ll be responsible for the agreement and implementation of a transfer plan with the Member and work with key stakeholders to ensure that any initial production loss to the Member is minimised whilst also ensuring that each Member’s progress is documented appropriately in line with risk and governance.

Great at maintaining strong working relationships you will be accountable for building, managing and maintaining relationships with new Members.

Supporting and managing new Members through the first year of Membership and being a key communication link between them and QFP.

You will be re‑negotiating contracts at review points, in particular, rate reviews.

Maintaining competency in QFP’s technology and processes, in particular the Membership Contract, Recruitment process, Sales Process, Training process and content, and FSA requirements for recruitment.

Ensure that you keep your knowledge of the marketplace up to date and share this with colleagues whilst also collaborating with your colleagues to ensure that you deliver to Members in the most effective way and one that delivers good customer outcomes.

You’ll develop a strong sense of team within the Wealth Network and actively look for opportunities for cross collaboration within teams.

Support a culture of service excellence and continuous improvement, placing the customer experience front and centre.

You will build strong relationships across the other areas of the business, such as Quilter Cheviot, UK Platform and Operations, identifying opportunities to leverage knowledge, skills and experience for customer and commercial benefit.

The ideal candidate will have a deep understanding of the way in which different types of AR Principles and Advisers operate and a track record of building relationships quickly and effectively.

You will have a wealth of experience in constructing recruitment packages and a deep understanding of the way in which Advisers work.

You will bring excellent knowledge of distribution, wholesaling arrangements, point of…