Wealth Sales Consultant

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**** 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!#
**** About the Role
****** Level:
** 4
* * Department:
** UK Distribution –Central Region
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* Location:

** Southampton, United Kingdom (Hybrid)- Regular travel is also required across the South West & Wales as well as regular travel to the Southampton office.
** Contract Type:
** Permanent
* * Regulated/Non-Regulated:
** Non-Regulated Wealth Sales Consultants are a key part of UK Sales Distribution with responsibility for ensuring that a panel of accounts is managed effectively and opportunities for new business maximised & proactively contacting advice businesses to establish new business relationships.

The role will also support the work of Strategic Relationships where applicable and support sales and marketing campaigns. Success is measured by the amount of new business generated from these accounts, and business generated through your sales activity with new advice firms.
** The Role of a Wealth Sales Consultant
** A Wealth Sales Consultant will own a pre-defined panel of accounts and will market Quilter products to these accounts and others and support company initiatives.
* Build a good understanding of the panel accounts, their product mix and gaps and identify the key contact within each.
* Identify & progress sales opportunities for increased new business across supporting & current non-supporting advice firms.
* Undertake a programme of marketing campaigns with accounts, maximising return.
* Maintain accurate Management Information on these accounts
* Keep up to date on Quilter product developments and propositions.
* Work with colleagues, proactively suggesting ways to deliver an enhanced return.
* Contribute to a strong and successful WSC Team.
* Achievement of key performance objectives.#
**** About You
****** Knowledge
* ** Knowledge of the UK Platform market is preferred.
* Previous financial services telesales experience is preferred.
* A good understanding of Quilter’s key products and services is desirable.
* Knowledge of Salesforce or equivalent system is desirable.
** Skills
* ** Proven telesales and relationship management skills preferred.
* Proven ability to work with a wide network of colleagues to achieve role aims is essential.
* Strong communication (written and oral) skills are essential.
* Good attention to detail is essential.
** Experience
* ** A good understanding of the UK’s products and propositions, and a track record of continuous personal development.
* Strong experience of working as a team player in a telesales environment where overall team success is preferred.
** Qualifications**
* ** You must have attained QCF level 4 to be considered for this role.
*** Please note for this role there will be travel involved…