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Quilter Cheviot has a heritage that dates back to 1771. As one of the UK's largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges.
Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £118.7 billion of investments on behalf of over 900,000 customers (as at October 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.
About the role
To include but not limited to:
Covering East of Scotland..
To agree with the Head of Edinburgh an appropriate annual target for the introduction of new discretionary investment management business and to achieve all relevant targets.
To achieve the agreed new business target and any other relevant targets (KPIs).
To discuss and agree with the Head of Edinburgh key target introducers and agree appropriate recipient investment managers for new discretionary investment management business.
To agree with Head of Office the methods and direction of sales initiatives.
Annual new business target
Current new business
Progress against key targets and with key accounts
Development of new accounts
Communicate regularly with local Investment Directors, Investment Managers and Head of Office.
To build and maintain appropriate working relationships with Financial Advisers and other professional introducers, as well as Quilter Cheviot Investment Managers.
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.
Keep clear and concise records of contacts and visits and to ensure the corporate CRM system is accurate at all times.
Results focus – a true passion to deliver outstanding results with excellent attention to detail.
Continual improvement mindset – curiosity for uncovering and maximising new marketing opportunities.
Planning – able to accurately scope out length and difficulty of tasks and projects. Sets objectives and goals. Measures performance against goals.
Organising - Can marshal resources to get things done. Can orchestrate multiple activities at once to accomplish a goal. Uses resources effectively and efficiently.
Communication Skills – Clear verbal and written communication skills – able to express views clearly and succinctly in a variety of communication settings and styles. Active listening skills and ability to win people over.
Ability to work well in a team. Treats colleagues with professionalism and respect.
IMC or Equivalent Level 4 Qualification
Relevant experience of financial services in the local markets.
The role requires the candidate to manage their own workload, supervision by immediate manager will be on a bi-weekly basis so a willingness to take personal responsibility for organising their own workload will be important.
The candidate will be required to work closely with marketing, investment management colleagues and the broader based intermediary sales team in all offices. The candidate will therefore be required to travel for work away from the Edinburgh office.
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.
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.
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.