Sales Support Analyst

About the Business

Quilter Cheviot

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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

About the Role

Level: 3

Department: Sales
Location: London (Hybrid)
Contract: Permanent

This is an exciting position for a candidate who has an appetite to learn and who may have aspirations for career growth within a distribution environment, with the opportunity to learn more about the BDM role with a view, where a vacancy exists, to becoming a trainee and then fully fledged Business Development Executive/Manager in the future.

There will be a requirement to gain industry qualifications, if not already held.

About the Role

Reporting to the Head of Client Development, the role-holder will be working with the Business Development team, supporting the work we do within the corporate and entrepreneur segment, which includes: corporate professional services (solicitors and accountants) and mergers and acquisition (M&A) firms. 

Key Responsibilities to include, but not limited to: 

• Provide the team and its members with the necessary information to drive new business opportunities, both pre- and post-sale.
• Support the development of regular Quilter Cheviot communications targeted at intermediaries identified by the distribution team.
• Collate and maintain information on intermediaries from various sources available to Quilter Cheviot to assist in building and managing panels.
• Liaise with other internal functions on behalf of the distribution team to ensure timely distribution of materials, messaging, and information.
• Attend distribution team meetings, capture key action points, and ensure follow-up.
• Conduct research on relevant topics, such as competitor analysis, to support the distribution team.
• Monitor industry publications for emerging themes and share insights for wider use within the team.
• Coordinate and attend meetings/events (both virtual and in-person) as support to the distribution team, including managing follow-up activities such as attendee data, CPD certificates, and scheduling follow-up meetings.
• Maintain and update content on the Distribution Intranet (SharePoint) and Training (Degreed) web pages.
• Assist in developing relationships with solicitors, accountants, and M&A firms; handle incoming queries effectively and arrange meetings as requested by the distribution team.
• Use software tools (such as Beauhurst and LinkedIn) to create prospecting lists to support IMs and FPs.
• Assist with collecting management information and maintaining accurate pipeline reporting.

About You

You will be eager to gain a thorough understanding of Quilter Cheviot’s products and services and the circumstances in which they may be appropriate for existing and potential clients.

This role is ideal for a candidate looking to learn about distribution and the sales process by working closely with solicitors, accountants, and financial advisers. It offers clear career progression opportunities, with the potential to develop into a Business Development Executive or Manager within the Corporate & Entrepreneur business segment.

Key Responsibilities

• Manage your own workload effectively while collaborating with colleagues to deliver outstanding client outcomes.
• Work closely with the distribution team and colleagues across Quilter Cheviot’s regional offices when appropriate.
• Support initiatives that enhance engagement with professional services firms and entrepreneurial clients.
• Assist in preparing presentations, reports, and marketing materials for internal and external stakeholders.

Skills & Attributes

• Reliable, adaptable, and proactive, with an openness to learning and development.
• Solid communication skills to engage with internal teams and external partners.
• Ability to balance priorities and meet agreed deadlines, demonstrating flexibility to adapt to changing business needs.
• Ability to interpret data and produce insights to support business development activities.
• Accuracy in preparing client-facing materials and internal reports, when necessary.
• Ability to build and maintain strong relationships with internal stakeholders and external professional partners.
• Understanding of the financial services market and the needs of entrepreneurial clients.
• Assist in coordinating events, webinars, and CECE initiatives to promote the Corporate & Entrepreneur proposition.

Experience & Knowledge

• A background in Distribution, Sales, or Marketing would be beneficial.
• Ideally, a basic understanding of financial services with a willingness to extend knowledge and become appropriately qualified.
• Interest in developing an understanding of the entrepreneurial journey and the value of working with professional services firms.
• Proficiency in Microsoft applications, with solid skills in Excel, PowerPoint and Linkedin

#LI-VS1 #QC

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.