Client Lead Triage Manager

Lead Triage page is loaded Lead Triagelocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: March 28, 2026 (30+ days left to apply)job requisition id: R5262# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer 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. 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.# About the Role Level: 3 Department: Marketing Location: London (Hybrid) Contract: PermanentThe team are responsible for defining and executing key growth initiatives to drive value for clients and shareholders. This role is central to the management and delivery of these growth objectives, helping us mature our approach to executing lead generation initiatives and managing new client enquiries. The candidate will need to be comfortable engaging with prospective clients (inbound & outbound), identifying their high-level objectives and evaluating the best way to support them, before then introducing suitable potential clients to relevant front office experts. The role requires the candidate to collectively work with central and front office teams to develop feedback loops focused on continuous development, good client outcomes and ensuring tangible return on investment. The candidate will also be working collaboratively to manage associated 'nurturing' activities to support potential new clients who might not be ready for our services yet. This is a great opportunity to help us evolve and scale our new client generation activities.About the Role & ResponsibilitiesThe prospective client triage manager is the first point of contact for prospective clients. You are client focused, taking pride in providing an excellent client experience. You will be skilled at building trust to gain a good understanding of a client's needs, circumstances and how our services might benefit them. Your day-to-day role will include; Managing new inbound enquiries from prospective clients, from multiple lead generation sources Managing new outbound opportunities, engaging with prospective clients who have registered interest in our services and/or events with a view to booking a meeting with a Financial Planner Completing complimentary, non-advice initial consultations with prospective clients, being able to draw out information pertaining to their financial situation and needs Managing the execution of effective nurturing campaigns through outbound calling, email communication and newsletters, tracking the success of each campaign Arranging meetings and supporting prospective clients up to their meeting with a Financial Planner Work with the broader commercial and marketing team to ensure robust and valuable MI is captured and correctly recorded, identifying areas for improvement and demonstrating/tracking ROI# About You Financial Planning and/or Investment Management qualifications desirable Experience working with enquiries/clients, demonstrating an ability to understand wealth management propositions and typical client objectives Familiarity with lead generation initiatives and strategic growth plans Need to bring ownership to drive development and value Excellent communication and listening skills, able to build rapport, identifying needs and requirements from prospective clients Focused on delivering exceptional client service Strong collaboration skills Self-motivated and highly driven Proactive Organised and efficient Detail orientated 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. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.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.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.