Sales Support Analyst

Quilter

  • London
  • Permanent
  • Full-time
  • 1 month ago
About the BusinessQuilter Cheviot
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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
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 RoleLevel: 2
Department: Distribution
Location: London (Hybrid)
Contract: PermanentThis is an exciting position for a candidate who has an appetite to learn and who may have aspirations for career growth within a distribution environment, with the opportunity to learn more about the BDM role with a view, where a vacancy exists, to becoming a trainee and then fully fledged Business Development Manager in the future.There will be a requirement to gain industry qualifications if not already held.About the RoleReporting to the Head of Key Accounts, the role-holder will be working with the Business Development team, supporting the work we do with professional services firms (solicitors and accountants), with many aspects of the sales role.Key Responsibilities to include but not limited to:
  • Support the team and individuals within it with required information to drive new business opportunities both pre and post-sale
  • Support the development of regular Quilter Cheviot communications specifically to intermediaries identified by the distribution team
Collate information on intermediaries from various sources available to Quilter Cheviot, to support the distribution team in building and maintaining panelsLiaise with other functions on behalf of the distribution team to support the distribution of materials, messaging and informationAttend distribution team meetings to capture and act on action pointsIdentify and undertake research which would be useful to the distribution team on given topics, such as competitor analysisReview the industry publications for emerging themes and communicate for wider use in the distribution teamArrange meetings/events and attend various events as support to the distribution team both virtually and physically then to assist in the follow up of events by providing data on the attendees, CPD certificates and arranging follow-up meetingsEdit content on the Distribution Intranet (Sharepoint) and Training (Degreed) web pagesBuild relationships with solicitors, accountants and financial advisers, deal with incoming queries effectively and assist in booking meetings when requested by the distribution teamAssist with the collection of management information.About YouYou will be willing to gain a thorough understanding of the company’s products and services and the circumstances in which they may be appropriate for existing and potential clients.This role is for a candidate who is looking to learn about distribution and the sales process by working with solicitors, accountants and financial advisers. The role can offer career progression by developing to become a Business Development Manager within the professional services/intermediary market.The role requires the candidate to manage their own workload.The candidate will be required to work closely with all the distribution team and colleagues across Quilter Cheviot’s regional offices, when appropriate.You will be reliable, adaptable with an openness to learning. You will be capable of working independently.A background in Distribution/Sales/Marketing would be of benefit.Ideally you will have a basic understanding of financial services with a willingness to extend knowledge to become appropriately qualified.You will effectively balance priorities to meet agreed deadlines for individual and teamwork and demonstrates flexibility to adapt to changing business needs.You will be a strong team player communicating with the distribution team and wider Quilter colleagues on a regular basis.#LI-VS1 #QCInclusion & DiversityWe 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.ValuesDo 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 BenefitsHoliday: 182 hours (26 days)Quilter Incentive Scheme: All employees are eligible to participate in 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 onlyIn 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.

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