Relationship Manager

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 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 (You must be based in London/Southeast - There will be travel on a regular basis)

Contract Type:
Permanent

Regulated/Non-Regulated:
Non-regulated

Our Relationship Managers are expected to develop business to business relationships with Appointed Representatives (ARs) by providing objective advice and assistance relating to the strategy, structure, management, and operations of their business so they can maximise the development of their business, in line with our corporate objectives and sales delivery. You will ensure that good customer outcomes are at the centre of decision making.

You will work with ARs across a broad geographical area to understand their short-, medium- and long-term goals. You will then work collaboratively with the owner(s) of the ARs to deliver a strategy and plan to achieve those objectives.

You’ll collaborate with colleagues and stakeholders to deliver appropriate and coordinated support to ARs whilst also developing a strong sense of team and actively look for opportunities for cross collaboration within teams, with the ability to navigate complex political environments, managing multiple stakeholders.

Contribute to the effective on-boarding of new ARs is essential as we continue to grow our business.

You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance.

Work across the wider Quilter business to ensure an integrated client offering is in place where appropriate.

The ideal candidate will have a wealth of experience working in a financial services’ sales environment with a deep understanding of the way in which different types of AR principles and Advisers operate.

You will have a broad understanding of the way in which Firms and Advisers work and how to build strong relationships that are professional and beneficial to both parties.

Experienced in operating in a Financial Advice network.

You’ll have a wide knowledge and comprehensive understanding of all product sectors, distribution channels, industry, and regulatory landscapes.

Detailed knowledge of the wealth, mortgage and protection propositions including Platforms and asset gathering.

You will have good knowledge and understanding of Compliance requirements and operating within a risk managed environment.

Part of this role includes being based and travelling around your region at least 3 days a week with the remainder of the time working from home.

You must be based in the London/Southeast area to be able to easily travel around your region.

We value diversity and strive to promote inclusivity…