What the Hiring Manager Says
This is a great opportunity to join a growing highly motivated team of Business Development Managers in London, who are also part of a national team. This is an exciting time at Quilter Cheviot with strengthening AIM proposition, a Climate Assets Fund with over 12 years history, a fresh and different MPS proposition plus working together with our impressive Investment Managers on our discretionary services.
The candidate will ideally located in the London area with a good knowledge of financial advice and financial advisers, holding at least a level 4 industry qualification, whilst having an entrepreneurial spirit in order to be able to open new doors in this developing region.
This is an exciting challenge for an experienced BDM.
London Sales Director
About the Role
Location: London, England
Contract type: Permanent, Hybrid
Reporting to the London Sales Director you will be working with the Investment Management teams to introduce new investment clients to the company through Financial Advisers.
To promote Quilter Cheviots discretionary investment proposition, Climate Assets Funds, MPS solution and AIM portfolio plus other relevant services to financial advisers.
To agree with the Head of Distribution an appropriate annual target for the introduction of new investment management business
To achieve the agreed new business target and any other relevant targets (KPIs)
To support the London region with regards driving new business opportunities
To discuss and agree with the London Sales Director and Head of Distribution, key target introducers and agree appropriate recipient investment managers for new discretionary investment management business
To agree with London Sales Director the methods and direction of sales initiatives
Report regularly to the London Sales Director and Head of Distribution in standard format
To develop and actively work with a business plan template (with the assistance of the London Sales Director) to segment advisers in the region to allow for focussed activity
To building and maintain Financial Advisers relationships, predominately focusing on the development of new advisers and new accounts not previously supporting Quilter Cheviot
To build and maintain appropriate working relationships with Financial Advisers as well as Quilter Cheviot Investment Managers
To attend business development meetings as appropriate
Communicate regularly with local Investment Directors, Investment Managers, London Sales Direct and Head of Distribution
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.
To keep clear and concise records of contacts and visits and to ensure the corporate CRM system is accurate at all times.
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
Minimum of an industry Level 4 qualification is essential
Relevant experience of financial services in the local markets
Clean driving licence for regular travel to other office locations
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
This role’s Talent Acquisition Business Partner is Sukh Matharu
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.