Wealth Management Consultant

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £126.3 billion in customer investments (as of August 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 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: 4

Department:
Distribution

Location:

Homebased, United Kingdom (Must be based in the West Midlands as the role will involve regular travel around this area)

Contract Type:
Permanent

Regulated/Non‑Regulated:
Non‑Regulated

As Wealth Management Consultant your role will be maximising new business opportunities for Quilter Investment Platform & Quilter Platform and promoting retention of existing asset under management. In this role, you will be responsible for delivering business results in a regional hub based in the West Midlands and surrounding areas.

You will be expected to create good customer outcomes by managing a panel of advisers and successfully influencing and supporting new & existing adviser firms to place volume new business into the Quilter Investment Platform proposition and driving support for Quilter Investment Solutions.

There will be annual sales targets as directed by sales management, you will achieve these targets by developing and using a strong knowledge of Quilter Investment Platform, Quilter Investors, the wider Quilter business (e.g. Quilter Cheviot & Quilter Financial Planning), Multi Asset Solutions, Individual Tax Wrappers, and wide industry knowledge such as, regulatory drivers for adviser decision making, research and analytical tools & understanding of risk and performance measures.

You will use Business Planning to help independent advice firms achieve their business strategy, grow their business and understand market dynamics (i.e. competitors, new entrants, market movements) as well as detailed MI and Segmentation relating to panel.

Your panel will be extremely well known to you; you will build strong relationships and provide advice firms with solutions to meet their needs. You will fully understand the advice market landscape & develop relationships with new and existing panel firms to influence positive business placement and retention alongside undertaking seminar and workshop activity as required.

Internally you will deploy the specialist sales and the strategic partners team as required to achieve results. Leverage and strengthen key relationships with the Sales Support team and Operations Management to enhance efficiency, develop panel, service clients and remain competent in all aspects of the Quilter proposition, proactively leading efforts to deepen understanding where knowledge gaps exist.

Working in collaboration with sales support, operations and marketing you will proactively improve efficiencies and resolve problem areas as well as other key stakeholders in the business and develop a strong sense of team within global distribution and actively look for opportunities for…