Wealth Management Consultant (South; Remote Based) Wealth Management Consultant (South; Remote Based) …

in London, United Kingdom
Permanent, Full time
Last application, 22 Jan 21
in London, United Kingdom
Permanent, Full time
Last application, 22 Jan 21
In this position you will develop new platform, offshore and Investment business from a panel of Intermediaries. To influence progressive target accounts to adopt one or more of the OMW, OMI or Quilter Propositions. To broaden and deepen our distribution across key target segments and to embed our new platform across all accounts creating good customer outcomes.

About us

The Quilter Group is a leading provider of advice, investments and wealth management, with a portfolio of £118.7 billion of investments on behalf of over 900,000 customers worldwide (as at October 2019). Our focus is on creating prosperity for the generations of today and tomorrow by providing financial solutions for investors around the globe, and we operate primarily in two main segments – Advice & Wealth Management and Wealth Platforms. You won’t just find diverse, talented and friendly teams here. You’ll also discover an inclusive culture and every opportunity for personal and professional development. 

About the role

Some of the key aspects of this role are:

  • To achieve annual sales and other prescribed targets as directed by sales management.
  • To lead change and drive growth, positively changing industry convention to create new and rewarding opportunities for our customers and ourselves

Knowledge; WMC should be competent in the following;

  • Quilter Multi Asset Solutions
  • OMW and other Platform Propositions
  • Intermediary business development and strategy

Panel Management

  • To Understand market dynamics (i.e. competitors, new entrants, market movements)
  • Understand detailed MI relating and Segmentation relating to panel
  • To embed our new platform and develop strong account relationships across all target segments

Risk and Compliance

  • Work compliantly in all aspects of the role
  • Aligned to OMW corporate messages and market views
  • Identify any risks that will impact upon our business

Sales Force – MI

  • Ensure the ‘sales force’ is maintained and updated with the latest client information which includes reviewable and living account plans
  • Ensure a thorough understanding of the OMW TCF philosophy and your role within this and how this plays out in our service proposition to ensure the required customer outcomes.
  • Full understanding of internal compliance & T&C requirements to ensure OMWPCA is always within the required compliance guidelines & parameters

Further key responsibilities can be found in the attached role profile.

About you

We are looking for an individual with the following skills and experience:

  • Proven experience in a sales consultant role distributing investment products
  • QCF level 4 qualified minimum and working towards Chartered


No matter what job you do you should feel valued and appreciated.  That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

Core Benefits (Perm)

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.

Our promise

At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

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