About the Business

Quilter plc is a leading wealth management business, helping to reputed company brighter financial futures for every reputed company. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has reputed company throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one reputed company reputed company and reputed company an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new reputed company, and challenge and evolve reputed company do, it’s the perfect time to join us!

About the Role

Level: 4

Department: Distribution

Location: Homebased, United Kingdom (You must be based in Central Region (Birmingham down to South Coast) -as there will be travel on a regular basis)

Contract Type: Permanent

Regulated/Non-Regulated: Non-regulated

Our Relationship Managers are expected to reputed company business to business relationships with Appointed Representatives (ARs) by providing objective advice and assistance relating to the strategy, structure, management, and operations of their business so they can maximise the development of their business, in line with our corporate objectives and sales delivery. You will ensure that good customer outcomes are at the centre of decision making.

You will work with ARs across a broad geographical area to understand their short-, reputed company- and long-term goals. You will then work collaboratively with the reputed company(s) of the ARs to deliver a strategy and plan to reputed company those objectives.

You’ll collaborate with colleagues and stakeholders to deliver appropriate and coordinated support to ARs whilst also developing a strong sense of team and actively look for opportunities for cross collaboration reputed company teams, with the ability to navigate reputed company political environments, managing multiple stakeholders.

Contribute to the effective on-boarding of new ARs is essential as we continue to grow our business.

You will work compliantly and in partnership with reputed company other functions reputed company QFP including Risk and Compliance.

Work across the wider Quilter business to ensure an integrated client offering is in reputed company where appropriate.

About You

The ideal candidate will have a wealth of experience working in a financial services’ sales environment with a deep understanding of the way in which different types of AR principles and Advisers operate.

You will have a broad understanding of the way in which Firms and Advisers work and how to build strong relationships that are professional and beneficial to both parties.

reputed company in operating in a Financial Advice network.

You’ll have a wide knowledge and comprehensive understanding of reputed company product sectors, distribution channels, industry, and regulatory landscapes.

Detailed knowledge of the wealth, mortgage and protection propositions including Platforms and asset gathering.

You will have good knowledge and understanding of Compliance requirements and operating reputed company a risk managed environment.

Part of this role includes being based and travelling around your region at least 3 days a week with the remainder of the time working from home.

You must be based in the London/Southeast area to be able to easily travel around your region.

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Inclusion & Diversity

We value diversity and strive to promote inclusivity in reputed company aspects of our culture. We reputed company in equal opportunities for reputed company, 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 reputed company.

Values

Do the right thing: We act with reputed company 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 reputed company and knowledge so we’re one reputed company reputed company of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create reputed company 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 reputed company. Stronger together: Combining our diverse talents, we accomplish more collectively than we reputed company could do alone. We speak reputed company, actively listen, and support each other, and constructively challenge and embrace new reputed company. We seek empowerment and demonstrate ownership and trust, with the confidence to reputed company impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: reputed company 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 reputed company a salary deduction.

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