{"id":991339,"url":"https://alion.io/job/quilter-sales-support-administrator","title":"Sales Support Administrator","company":{"id":709168,"name":"Quilter","domain":"quilter.com","url":"https://alion.io/company/quilter-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":4,"ghost_share":0,"stale_share":0,"repost_share":0.25,"time_to_fill_p50_days":21,"computed_at":"2026-10-28T05:59:10Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Southampton, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":40000,"max_usd":94000,"period":"year","method":"role_country_seniority_unknown","sample_n":540},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"closed","first_seen_at":"2026-09-11T00:00:00Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-25T01:57:06Z","board_verified":false,"closed_at":"2026-10-25T01:57:06Z","days_open":44,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":43},"description":"Summary\nQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.Quilter oversees £157.4 billion in customer investments (as of August 2026). 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.\nAffluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.\nHigh 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.\nAt 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.\nOur 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!\nAbout the Role\nLevel: 2\nDepartment: Distribution - Sales Support\nLocation: Southampton, United Kingdom\nContract Type: Fixed Term Contract / Secondment\nContract Length: 6 months\nRegulated/Non-Regulated: Non-Regulated\nYou’ll work closely with multiple areas of the business, including Operations, Marketing, and Platform Specialists, while gaining insights into Quilter and how external stakeholders provide Financial Advice. Joining at an exciting time with the recent update to our flagship Wealth Select investment proposition and several propositional campaigns, you’ll have plenty to engage with as you support our Sales Consultants and Platform Specialists. Throughout this role, you will develop expertise in financial data analysis, platform navigation, regulatory compliance, and wealth management strategy, learning to analyse Excel-based financial data, resolve transfer payment issues, ensure DGT quoting accuracy, and enhance competitor comparisons.\nKey Responsibilities\nAct as primary support for Sales Support & Sale Distribution via administrative and operational assistance\nHandle new business flows and platform transaction processes\nServe as a key contact for adviser firms-resolving daily queries and ensuring seamless experiences\nPrioritize “right first time” service, consistently demonstrating care, professionalism, and attention to detail\nProduce management information reports to support WMCs and adviser firms in tracking business and retention\nMonitor adviser activity and flag new business and retention opportunities to WMCs\nProduce Discretionary Gift Trust (DGT) quotes on request\nGenerate consultant-facing reports: pipelines, high-value quote tracking, and opportunity spotting\nCompile and present monthly advisor reports addressing misdirected payments and client issues\nDeliver competitor analysis of Quilter’s MPS portfolios using FE Analytics\nManage Tactical Pricing Illustration (TPI) requests via FNZ with careful data validation\nLiaise with product support and consultants to ensure data quality and processing accuracy\nCompile and present monthly advisor reports addressing misdirected payments and client issues\nDeliver competitor analysis of Quilter’s MPS portfolios using FE Analytics\nManage Technical Product Illustration (TPI) requests via FNZ with careful data validation\nLiaise with product support and consultants to ensure data quality and processing accuracy.\nProvide a comprehensive suite of professionally designed printed materials to elevate brand visibility, support sales initiatives, and communicate our value proposition effectively across various customer touchpoints.\nEnsure Continuing Professional Development (CPD) certificates are accurately and efficiently distributed to attending financial advisers following Quilter-hosted external events.\nSupport cross-functional tasks aligned to your skill set when required\nAbout You\nYou’ll be a highly organised and proactive administrator who enjoys supporting others, working with data and delivering an excellent service. You’ll be comfortable managing multiple priorities, communicating with different stakeholders and taking ownership to ensure work is completed accurately and on time.\nPrevious experience in an administrative, sales support, operations or customer service role, ideally within financial services, wealth management or a similarly regulated environment.\nStrong organisational and prioritisation skills, with the ability to manage varied requests, meet deadlines and maintain high standards in a busy environment.\nExcellent attention to detail and a right-first-time approach when checking data, producing reports, preparing quotes or processing requests.\nConfident written and verbal communication skills, with the ability to build effective relationships with sales colleagues, adviser firms and internal teams.\nGood numerical and analytical skills, with experience interpreting information, identifying trends and producing accurate management information.\nCompetence using Microsoft Excel and other digital systems; experience with financial platforms, reporting tools or FE Analytics would be advantageous.\nA proactive, practical approach to resolving queries and issues, knowing when to involve colleagues or escalate concerns.\nA collaborative and adaptable mindset, with a willingness to learn about Quilter’s products, processes and regulatory requirements and to support wider team priorities.\nA strong commitment to providing a professional, responsive and customer-focused service.","description_format":"text","description_chars":6002,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-17T02:47:49Z"},{"event":"close","at":"2026-09-18T02:10:48Z"},{"event":"reopen","at":"2026-10-13T22:46:34Z"},{"event":"close","at":"2026-10-25T01:57:06Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Business Mobility: Senior or Specialist Worker; 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