Sales Support Consultant

Quilter; Southampton; On-site; GBP 25,000 - 45,000; Full time

Job description

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £119.4 billion in customer investments (as at end December 2024). 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.

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.

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

To provide sales and administrative support and maintain the relationship with allocated WMC TOP 10 or Potential Growth firms. Assist your firms with day to day queries, to enable them to be able to use our Platform to transact business smoothly on behalf of their clients.

Promote the Adviser Support Hub as firms' first go-to place for answers and be on hand for further support and relationship management activities to a high standard to encourage new business flows and retain existing business. Aligned to a regional Hub, you’ll work collaboratively with the allocated Wealth management consultant and Platform specialist, providing first class support to the firms aligned to the panel, and be a key part of the UK Platform Distribution team.

About You

Key Responsibilities will include:

1. Deal with all emails and queries from Accounts, their customers, and Sales always promoting correct use of the Adviser Support Hub as first response route.
2. Build, Develop and maintain strong relationships with Wealth Management Consultants and FA’s.
3. Support FA firms with all queries and/or issues, mainly pre-sale and post-sale escalations.
4. Provide back-up account management support when required due to holiday/sickness cover.
5. Complete all tasks in line with agreed service standards, procedures and compliance guidelines.
6. Manage and maintain new business pipeline in conjunction with the WMC.
7. Acknowledgement of mail and documentation for accounts on request. Ensure that all documentation relating to accounts is overseen in accordance with breach deadlines and service standards and escalation process.
8. Produce individual customer-specific documentation for issue resolution (e.g. corrections).
9. Assist with pipeline tracking and providing updates to accounts. Liaise with relevant parties to chase outstanding documentation or information required to complete applications via telephone, letter or email.
10. Provide regular information on the performance of the accounts where you have been designated as the single point of contact.
11. Immediate response to any expressions of dissatisfaction, and thorough investigation and resolution of cases of service failure.
12. Escalation of issues to firm relationship contacts e.g WMC, Platform Specialist, Regional Manager, in a timely and effective manner.
13. Identify and communicate areas of improvement from a sales and marketing perspective.
14. Attendance at, and involvement in organisation of face to face or virtual meetings with accounts, to include regular Service reviews, Operational Management and Sales.
15. Customer care is proactively considered, emphasis is placed on provision of service excellence and value to our clients, and to ensure work is right first time.
16. Produce management information for WMC’s and FA firms to support new business and retention of Quilter assets.
17. Monitor and react to adviser activity ensuring WMC’s are alerted to all potential opportunities for new business/asset retention.
18. You may, from time to time, be required to undertake other activities of a similar nature in other teams that fall within your capabilities, as directed by management.

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 favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.

Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.

Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.

Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

About the company

Quilter plc, formerly known as Old Mutual Wealth Management Limited, is a British multinational wealth management company formed to take over the UK wealth management business of Old Mutual plc after its separation of business.