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SalaryWhat the Hiring Manager Says
This is a fantastic role for anyone who feels they are ready to pursue the next step in their career and gain some invaluable on the job experience. You will work closely with many other areas of the business to include Operations, Marketing, as well as alongside our Platform Specialists, gaining knowledge of Quilter, and of how our external stakeholders provide Financial Advice.
This great opportunity working alongside our Sales consultants and Platform Specialists, has come at a great time. We have recently updated our flagship Wealth Select investment proposition, and have several other propositional campaigns running, so you will have lots of great things to talk to your accounts about.
We provide you with all the right tools, mentors, and development opportunities, so if you have the drive and personal commitment, there's no stopping you from achieving your career goals here!
-Sales Support Manager
About the Role
Level: 1
Department: Distribution
Location: Southampton
Contract type: Permanent, Monday until Friday, 35 hours p/w
In this role, you'll be supporting Sales Support & Sale Distribution by handling administrative tasks and new business flows. You'll serve as the go-to person for our firms, assisting them with day-to-day queries and ensuring smooth transactions on our Platform. Your role will be crucial in promoting our Adviser Support Hub and maintaining strong relationships with our clients.
Key responsibilities include providing accurate illustrations for product lines, offering pre-sale support to advisers, and ensuring timely allocation of work. You'll also collaborate closely with key support functions and sales teams, demonstrating accountability and aligning our service proposition with customer needs.
Additionally, you'll handle administrative tasks, produce reports, and maintain databases to support Sales Support and Distribution. Your daily tasks will involve maintaining opportunities on Salesforce and liaising with financial advisers regarding wealth select access.
About You
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.
We're looking for someone who is not just a team player, but also decisive and adaptable. As a clear communicator, you'll play a vital role in our corporate environment, where professionalism and the ability to meet tight deadlines are key. Multitasking and good organizational skills are a must, and if you're proficient in Microsoft Office Suite, that's a bonus!
While previous Financial Services experience is desirable, it's not essential. We believe in providing support and opportunities for growth to individuals who wish to build a career in in this industry.
Throughout your interactions, you'll embody our corporate values and always demonstrate professionalism. While your main focus will be on Sales Support and Distribution, you may occasionally be called upon to assist other teams within your capabilities, as directed by management.
Join us in shaping the future of our organization and take the first step towards an exciting career journey!
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.
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Core Benefits
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.
