Sales Support Consultant (IA) Southampton, England
Quilter
Full Time
Southampton, England
20421 - 29678 GBP ANNUAL Today
Job description
Summary
This is a fantastic opportunity for anyone who feels they are ready to pursue the next step in their career and gain some invaluable on the job experience. You will work closely with many other areas of the business to include Operations, Marketing, as well as alongside our Platform Specialists, gaining knowledge of Quilter, and of how our external stakeholders provide Financial Advice.This great opportunity working alongside our Sales consultants and Platform Specialists, has come at a great time. We have recently updated our flagship Wealth Select investment proposition, and have several other propositional campaigns running, so you will have lots of great things to talk to your accounts about.
We provide you with all the right tools, mentors, and development opportunities, so if you have the drive and personal commitment, there’s no stopping you from achieving your career goals here!
Head of Adviser Support and Engagement
About the Role
Level: 2
Department: Advise & Distribution
Location: Southampton, United Kingdom
Contract type: 12-month Fixed Term Contract
Contract times: Monday-Friday 9-5, No weekend work
As a Sales Support Consultant your key purpose is to provide sales and administrative support and maintain relationships with your allocated TOP 10 or Potential Growth Accounts (firms). Assist your accounts with day-to-day queries, to enable them to be able to use our Quilter Investment Platform (which you will be fully trained on) to transact business smoothly on behalf of their clients. Promote the Adviser Support Hub as their first go to place for answers and be on hand for further support and relationship management activities to a high standard to encourage new business flows and retain existing business.
You will deal with all emails and queries from your accounts, their customers, and Sales - always promoting correct use of the Adviser Support Hub as first response route.
You will build, develop, and maintain strong relationships with internal sales teams (Wealth Management Consultants) and Financial Advisor’s, Support with all queries and/or issues, mainly pre-sale and post-sale escalations, completing all tasks in line with agreed service standards, procedures, and compliance guidelines.
Ensuring that all documentation relating to accounts is overseen in accordance with breach deadlines and service standards and escalation process, you will confirm acknowledgement of mail and documentation for accounts on request and produce individual customer-specific documentation for issue resolution (e.g. corrections). Additionally, you will liaise with relevant parties to chase outstanding documentation or information required to complete applications via telephone, letter, or email.
You will provide regular information on the performance of the accounts where you have been designated as the single point of contact, striving for immediate response to any expressions of dissatisfaction, and thorough investigation and resolution of cases of service failure. This will from time to time include escalation of issues to other account relationship contacts e.g WMC, Platform Specialist, Regional Manager, in a timely and effective manner.
Customer care is proactively considered, and an emphasis is placed on provision of service excellence and value to our clients. As part of this you will be empowered to Identify and communicate areas of improvement, including from a sales and marketing perspective and take attendance at, and involvement in organisation of face to face or virtual meetings with accounts, to include regular Service reviews, Operational Management and Sales.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
We will give you full training, in both classroom and on the job settings as part of your induction so you don’t need to have worked in a similar role before, you just need a desire to learn.
You will need to be someone is able to build lasting relationships and trust and have clear communication skills as well as being a good problem solver, someone who identifies problems and comes up with solutions and manages expectations well, always putting the customer at the heart of what you do.
This role is very varied and often has deadlines so you will need to be able to manage your own time well, prioritise and work reactively when demand changes.
Additionally, you will need to have a keen eye for detail and be comfortable using MS Office packages.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
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