Business Development Executive - Professional Services

• Being intermediary facing, with a combination of targeted face to face and remote interactions (including meetings, virtual meetings and webinars) as well as working across different teams within Quilter Cheviot
• Work alongside the Professional Services Team, Financial Planners and Investment Managers to support relationships with key intermediary firms across the UK
• Develop a thorough understanding of Quilter Cheviot’s products and services and the circumstances in which they may be appropriate for existing and potential clients
• Develop a thorough understanding of key intermediary services and identify and develop opportunities to reciprocate referrals where appropriate
• Provide training on the above points to solicitors, accountants and internal stakeholders
• Identify, develop and coordinate opportunities to introduce Quilter Cheviot’s technical support across the key intermediaries we work with
• Whilst collaborating with teams across Quilter Cheviot, develop a “panel” of intermediary opportunities, which you will be responsible for servicing
• Liaise with intermediaries and internal stakeholders to support the onboarding of new clients
• To collate information about target intermediaries from various sources available to Quilter Cheviot
• Gather and present feedback about our services, identifying gaps and ensuring we remain competitive
• Updating the CRM system
• Keep management and the team appraised of sales opportunities, activity and sales pipeline
• Attending team meetings and providing a summary of any action points
• Whilst we anticipate this role will be primarily office based/remote, some travel will occasionally be required

• Demonstrable entrepreneurial mindset
• A Level 4 qualification or be willing to work towards one
• Relevant experience in financial services
• Relevant experience working with solicitors and accountants
• A clean driving license
• Strong self-organization skills and a sense of personal responsibility
• Confident communicator
• Strong knowledge of financial advice, wealth management and how financial advisers, solicitors and accountants work together to serve their mutual clients

Holding a Level 4 industry qualification would be an advantage

• 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