Client Lead Triage Manager

Fixed Term Contract Duration - 4 Months

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: 3
Department: Marketing
Location: London (Hybrid)
Contract: Fixed Term Contract

The team are responsible for defining and executing key growth initiatives to drive value for clients and shareholders. This role is central to the management and delivery of these growth objectives, helping us mature our approach to executing lead generation initiatives and managing new client enquiries. The candidate will need to be comfortable engaging with prospective clients (inbound & outbound), identifying their high-level objectives and evaluating the best way to support them, before then introducing suitable potential clients to relevant front office experts.

The role requires the candidate to collectively work with central and front office teams to develop feedback loops focused on continuous development, good client outcomes and ensuring tangible return on investment.  The candidate will also be working collaboratively to manage associated ‘nurturing’ activities to support potential new clients who might not be ready for our services yet. This is a great opportunity to help us evolve and scale our new client generation activities.

About the Role & Responsibilities

The prospective client triage manager is the first point of contact for prospective clients. You are client focused, taking pride in providing an excellent client experience.  You will be skilled at building trust to gain a good understanding of a client’s needs, circumstances and how our services might benefit them. Your day-to-day role will include;

• Managing new inbound enquiries from prospective clients, from multiple lead generation sources
• Managing new outbound opportunities, engaging with prospective clients who have registered interest in our services and/or events with a view to booking a meeting with a Financial Planner
• Completing complimentary, non-advice initial consultations with prospective clients, being able to draw out information pertaining to their financial situation and needs

• Managing the execution of effective nurturing campaigns through outbound calling, email communication and newsletters, tracking the success of each campaign
• Arranging meetings and supporting prospective clients up to their meeting with a Financial Planner
• Work with the broader commercial and marketing team to ensure robust and valuable MI is captured and correctly recorded, identifying areas for improvement and demonstrating/tracking ROI 

About You

• Financial Planning and/or Investment Management qualifications desirable
• Experience working with enquiries/clients, demonstrating an ability to understand wealth management propositions and typical client objectives
• Familiarity with lead generation initiatives and strategic growth plans
• Need to bring ownership to drive development and value
• Excellent communication and listening skills, able to build rapport, identifying needs and requirements from prospective clients
• Focused on delivering exceptional client service
• Strong collaboration skills
• Self-motivated and highly driven
• Proactive
• Organised and efficient
• Detail orientated

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.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.