Sales Support Consultant

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £126.3 billion in customer investments (as of August 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

Level: 2

Department: Distribution - Sales

Location: Southampton

Contract: Permanent

Provide comprehensive sales and administrative support to designated Top 70 and high-growth potential Wealth Management firms. Serve as a key relationship manager, ensuring firms can efficiently conduct business through our Platform. Proactively promote the Adviser Support Hub as the first point of resolution for queries, while delivering ongoing assistance and relationship management at a consistently high standard to retain and grow business opportunities.

About You

• Respond promptly to all incoming queries from adviser firms and clients, encouraging use of the Adviser Support Hub as the primary solution channel

• Cultivate strong working relationships with Wealth Management Consultants (WMCs), Financial Advisers, and Platform Specialists

• Assist with pre- and post-sale queries and escalations, ensuring smooth end-to-end service support

• Provide cover for account management when needed (e.g., during leave periods)

• Ensure all activity complies with service-level agreements, internal procedures, and regulatory requirements

• Track and manage new business pipelines in collaboration with WMCs

• Process and oversee inbound documentation accurately and within breach deadlines

• Draft and issue client-specific correspondence to support resolutions and corrections

• Monitor outstanding items and chase required documentation to complete applications

• Deliver regular performance updates on aligned accounts and act as their single point of contact

• Act quickly to address and resolve service dissatisfaction or failure

• Escalate complex issues to relevant stakeholders in a timely and effective manner

• Identify opportunities to improve sales and marketing efforts, sharing insight with internal teams

• Participate in and help organize face-to-face or virtual meetings, including service reviews and operational updates

• Prioritize “right first time” service, consistently demonstrating care, professionalism, and attention to detail

• Produce management information reports to support WMCs and adviser firms in tracking business and retention

• Monitor adviser activity and flag new business and retention opportunities to WMCs

• Support cross-functional tasks aligned to your skill set when required

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.