Quilter Cheviot
wealth management
BusinessDevelopmentManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Business Development Manager at Quilter Cheviot. Skills: Business Development, Financial Advisers, Investment Clients. Promoting Quilter Cheviot's discretionary investment proposition, Sustainable Opportunity Funds, MPS solution, AIM portfolio, and other relevant services to financial advisers. Establishing an annual target for introducing new investment management business”
What You'll Achieve.
Meeting the new business target; Meeting any other relevant key performance indicators (KPIs); Driving new business opportunities; Onboarding new advisers; Opening accounts that have not previously engaged with Quilter Cheviot
Industry & Context.
Based in or local to Liverpool, Clean driving license
What They're Looking For.
Must Have
Level 4 industry qualification, Relevant experience in financial services within local markets, Clean driving license
Nice to Have
Good knowledge of financial advice and advisers, Entrepreneurial spirit
What You'll Do.
Promoting Quilter Cheviot's discretionary investment proposition
Sustainable Opportunity Funds
and other relevant services to financial advisers
Establishing an annual target for introducing new investment management business
Meeting the new business target and any other relevant key performance indicators (KPIs)
Supporting the Liverpool region by driving new business opportunities
Coordinate and agree the selection of primary target introducers and assign suitable recipient investment managers for new discretionary investment management services
Agree the methods and direction of sales initiatives
Develop and actively use a business plan template to classify advisers in the region for concentrated efforts
Cultivate and sustain relationships with Financial Advisers
primarily focusing on onboarding new advisers and opening accounts that have not previously engaged with Quilter Cheviot
Establish and maintain effective working relationships with both Financial Advisers and Quilter Cheviot Investment Managers
Acquire comprehensive knowledge of the company’s products and services
Keep clear and precise records of contacts and visits and ensure the corporate CRM system is consistently up-to-date
How You'll Work.
Team & Collaboration
Collaborate with our talented Investment Managers on discretionary and AIM services; Collaborate with the Investment Management teams to attract new investment clients through Financial Advisers; Coordinate and agree with the Head of North Sales and Head of Business Development - Advice the selection of primary target introducers and assign suitable recipient investment managers; Maintain regular communication with local Investment Directors, Investment Managers, and the Sales Management Team; Close collaboration with marketing, investment management teams, and the wider intermediary sales team across all offices
Communication Scope
Regularly provide reports; Maintain regular communication
Full Job Description
# ****About the Business**** Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us. # ****About the Role**** Level: 4 Location: Liverpool Department: Distribution Contract: Permanent Join our dynamic Business Development Manager team in Liverpool, which is also part of a national team of BDM’s. It's an exciting period at Quilter Cheviot, with a strong Modern MPS proposition and Climate Asset Funds boasting over 12 years of history. In addition to this collaborate with our talented Investment Managers on discretionary and AIM services, for clients with complex needs. The ideal candidate should be based in or local to Liverpool have good knowledge of financial advice and advisers, possess at least a level 4 industry qualification, and demonstrate an entrepreneurial spirit to explore new opportunities in this growing geographical area. This role offers an exciting challenge for an experienced BDM. Our goal is to help current and future generations succeed by offering the right financial advice and investment solutions for secure financial futures. In these uncertain times, our expertise and dedication are crucial. Our talents
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