Business Development Manager

About The Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, offering discretionary investment management and financial advice. We provide 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, overseeing £126.3 billion in customer investments (as at 6th August 2025). It offers 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.

Level: 4

Location:

London

Department:
Distribution

Contract:

Permanent

Join our dynamic Business Development Manager team in London, which is part of a national team of BDMs. It is an exciting period at Quilter Cheviot, with a strong Modern MPS proposition and Sustainable Opportunities Funds boasting over 12 years of history. In addition to this, collaborate with Investment Managers on discretionary and AIM services for clients with complex needs.

The ideal candidate should be based in or local to London, have good knowledge of financial advice and advisers, experience of working with Investment Managers, 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 investment solutions for secure financial futures. In these uncertain times, our expertise and dedication are crucial. Our talents differentiate us, but our commitment to customers defines us.

Reporting directly to the Head of Sales - South, you will collaborate with the Investment Management teams to attract new investment clients through Financial Advisers in the London region. Your responsibilities will include:

• Promoting Quilter Cheviot's discretionary investment proposition, Sustainable Opportunities Funds, MPS solution, AIM portfolio, and other relevant services to financial advisers located in the London area.
• Establishing an annual target with the Head of Business Development – Advice, for introducing new investment management business.
• Meeting the new business target and any other relevant key performance indicators (KPIs).
• Supporting the London region by driving new business opportunities.
• Coordinate and agree with the Head of South Sales and Head of Business Development – Advice, the selection of primary target introducers and assign suitable recipient investment managers for new discretionary investment management services.
• Agree with Head of South Sales the methods and direction of sales initiatives.
• Regularly provide reports to the Head of South Sales and Head of Business Development – Advice, using the standardised format.
• Develop and actively use a business plan template (with guidance from the Head of South Sales) 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.
• Attend business development meetings as required.
• Maintain regular communication with local Investment Directors, Investment Managers, the Head of South Sales and the Head of Business Development - Advice.
• Acquire comprehensive knowledge of the company’s products and services, understanding when they are appropriate for existing and prospective clients.
• Keep clear and precise records of contacts and visits and ensure the corporate CRM system is consistently up to date.

Consumer Duty: Even though this role doesn't directly interact with the end customers, you need to understand our target…