Relationship Manager (West Midlands)
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
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 presence 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 step ahead and make 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 ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: 4
Department: Distribution
Location: Homebased (You must be based in West Midlands to be able to travel to your firms)
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
This is an exciting opportunity for the right candidate to work with Network AR firms and self-employed National advisers, helping them “Run”, Profitably, “Grow”, sustainably and then when the time comes “Exit,” with confidence.” Distribution Director – Wealth.
Our Relationship Managers are expected to develop business to business relationships with Appointed Representative (AR) firms and National self-employed advisers 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 a panel of AR firms and advisers across a broad geographical area to understand their short, medium and long-term goals, developing and growing high potential firms over time. You will then work collaboratively with AR firm principals and National advisers to deliver a strategy and plan to achieve those objectives.
You’ll collaborate with colleagues and stakeholders to deliver appropriate and coordinated support to AR firms whilst also developing a strong sense of team and actively look for opportunities for cross collaboration within teams, with the ability to navigate complex political environments, managing multiple stakeholders.
You’ll contribute to the effective onboarding of new AR firms and new National advisers.
You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance.
Consumer Duty
The duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction.
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 principals 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.
Experienced in operating in a Financial Advice network.
You’ll have a wide knowledge and comprehensive understanding of all 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 within a risk managed environment.
#LI-remote
#LI-FD1
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.
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
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 presence 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 step ahead and make 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 ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
Level: 4
Department: Distribution
Location: Homebased (You must be based in West Midlands to be able to travel to your firms)
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
This is an exciting opportunity for the right candidate to work with Network AR firms and self-employed National advisers, helping them “Run”, Profitably, “Grow”, sustainably and then when the time comes “Exit,” with confidence.” Distribution Director – Wealth.
Our Relationship Managers are expected to develop business to business relationships with Appointed Representative (AR) firms and National self-employed advisers 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 a panel of AR firms and advisers across a broad geographical area to understand their short, medium and long-term goals, developing and growing high potential firms over time. You will then work collaboratively with AR firm principals and National advisers to deliver a strategy and plan to achieve those objectives.
You’ll collaborate with colleagues and stakeholders to deliver appropriate and coordinated support to AR firms whilst also developing a strong sense of team and actively look for opportunities for cross collaboration within teams, with the ability to navigate complex political environments, managing multiple stakeholders.
You’ll contribute to the effective onboarding of new AR firms and new National advisers.
You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance.
Consumer Duty
The duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction.
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 principals 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.
Experienced in operating in a Financial Advice network.
You’ll have a wide knowledge and comprehensive understanding of all 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 within a risk managed environment.
#LI-remote
#LI-FD1
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.