Client Lead Triage Manager

Location: Greater London

Lead Triage page is loaded## Lead Triage locations:
London time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
March 28, 2026 (30+ days left to apply) job requisition :
R5262#
**** About the Business
**** Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.#
**** About the Role
**** Level: 3  Department:
Marketing

Location:

London (Hybrid)

Contract:

Permanent The team are responsible for defining and executing key growth initiatives to drive value for clients and shareholders. This role is central to the management and delivery of these growth objectives, helping us mature our approach to executing lead generation initiatives and managing new client enquiries. The candidate will need to be comfortable engaging with prospective clients (inbound & outbound), identifying their high-level objectives and evaluating the best way to support them, before then introducing suitable potential clients to relevant front office experts.

The role requires the candidate to collectively work with central and front office teams to develop feedback loops focused on continuous development, good client outcomes and ensuring tangible return on investment.  The candidate will also be working collaboratively to manage associated ‘nurturing’ activities to support potential new clients who might not be ready for our services yet. This is a great opportunity to help us evolve and scale our new client generation activities.

About the Role & Responsibilities The prospective client triage manager is the first point of contact for prospective clients. You are client focused, taking pride in providing an excellent client experience.  You will be skilled at building trust to gain a good understanding of a client’s needs, circumstances and how our services might benefit them. Your day-to-day role will include;
* Managing new inbound enquiries from prospective clients, from multiple lead generation sources
* Managing new outbound opportunities, engaging with prospective clients who have registered interest in our services and/or events with a view to booking a meeting with a Financial Planner
* Completing complimentary, non-advice initial consultations with prospective clients, being able to draw out information pertaining to their financial situation and needs
* Managing the execution of effective nurturing campaigns through outbound calling, email communication and newsletters, tracking the success of each campaign
* Arranging meetings and supporting prospective clients up to their meeting with a Financial Planner
* Work with the broader commercial and marketing team to ensure robust and valuable MI is captured and correctly recorded, identifying areas for improvement and demonstrating/tracking ROI#
**** About You
***** Financial Planning and/or Investment Management qualifications desirable
* Experience working with enquiries/clients, demonstrating an ability to understand wealth management propositions and typical client objectives
* Familiarity with lead generation initiatives and strategic growth plans
* Need to bring ownership to drive development and value
* Excellent communication and listening skills, able to build rapport, identifying needs and requirements from prospective clients
* Focused on delivering exceptional client service
* Strong collaboration skills
* Self-motivated and highly driven
* Proactive* Organised and efficient
* Detail orientated#LI-VS1 #QC
**** Inclusion & Diversity
**** We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less…