Investment Sales Executive

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!

About the Role

You will promote Quilter Investors products to firms across the UK, predominately via the telephone or Teams, with national coverage. There will be the occasional need to attend in person events or team meetings. You will be a key part of the Investment Director team and will work closely with platform sales colleagues. The purpose of the role is to increase sales of Quilter Investors products on the Quilter platform and other platforms.

• Work with Prospect and Engage and National platform sales colleagues on a proactive and reactive basis to develop sales opportunities of QI products
• Utilise sales and relationship management skills to meet sales targets.
• Where appropriate, pass high value leads to Investment Directors to contribute to a national sales target
• Demonstrate expertise in investments, markets and associated areas to add value to adviser relationships
• Support corporate initiatives to increase business through campaign management and event attendance/follow up.
• Support our sales and relationship management teams with technical knowledge, sales ideas, and planning activity around our multi asset investment solutions.
• There may be occasion to work with our marketing teams to help to develop appropriate presentations and collateral which bring to life the value of Quilter multi asset investment propositions.
• Develop strong relationships within key functions of the business to assist and enable pro-active problem resolution.
• Maintain a strong sense of team working and actively look for opportunities for cross-collaboration to share best practice and success.
• Drive attendance to sales and training events.
• Maintain an up to date knowledge of investment markets and associated areas

Consumer Duty

We put the customer at the heart of what we do by ensuring that all decisions deliver good customer outcomes and take responsibility for treating customers fairly at all times.

About You

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• You will have significant experience of platform and/or multi asset investment sales.
• Extensive knowledge of investment markets and associated areas
• Experience of working in IFA, Multi Tie and Restricted environments
• A proven history of telesales /non-face to face sales and/or non face to face sales
• Experience of account/relationship management desirable demonstrating sales and influence
• A good working knowledge of excel, word and PowerPoint as well as other management systems (WebEx, 360, Workbench, Extranet, operations, compliance, commissions)
• Strong knowledge and understanding of Financial Services regulation and the financial advice market

Qualifications:

• You will be IMC or PFS Level 4 Qualified

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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 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.