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Quilter
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  • Client Relationship Manager - South  

    - London
    About the BusinessQuilter Cheviot has been the wealth manager of choic... Read More
    About the BusinessQuilter 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.
    Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning 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.About the RoleLevel: 3Location: London, Birmingham, Exeter - Hybrid workingDepartment- AdviceContract: PermanentThis role will manage and lead the Client Relationship Team in the facilitation of organising and delivering client support processing services to Financial Planners based in the London, Birmingham and Exeter offices. Management of the Client Relationship and Client Liaison will form part of this role, ensuring a high quality of client services in compliance with key regulatory and business processes.The role will work closely with Financial Planners and Area Directors as well as other support management colleagues.The key responsibilities of the role include:Supporting and co-ordinating the work allocation and flow for a team of client support staff (Client Relationship and Client liaison)Oversight of new business processing and implementationOversight of planned review activity within the required regulatory time scales to mitigate the risk of disengagements and remediationProviding administrative cover when necessaryManaging workloads, deadlines, and service standardsEnsuring that the pipeline of new business is constantly monitored and expeditedOversight of the client journey ensuring the team are delivering an excellent experience for our clients including progress updates (client touch points)Ongoing administration of client records and all other associated client support servicesSupporting process improvements and best practice across the client relationship functionRelevant reporting and subsequent action, including on new business processing, production and serving data within the required business and regulatory time scales, and as required by the Head of Advice OperationsMonitor and interrogate department productionPeople & Leadership responsibilities-To ensure that the team operates in compliance with all relevant legislation, rules, codes of conduct and in-house policies and procedures.To ensure the team is managed within its agreed budget, if relevant, regularly reviewing resourcing requirements and authorising all relevant expenditure.To ensure that employees receive appropriate training and coaching, as well as adequate supervision and monitoring, to enable them to fulfil their tasks, meet required Company standards and enable them to achieve personal objectives.To review regularly the performance of employees in accordance with the Company’s guidelines, giving clear objectives and the requirements for the role and, where relevant, ensure that appropriate performance management is dealt with in a prompt and fair manner, in accordance with the Company’s policies and procedures, and in conjunction with HR.To ensure that all employees are treated in a fair and appropriate manner and support a diverse workforceTo ensure that appropriate confidentiality and protection of data is maintained for all members of the team.To ensure the welfare of employees in accordance with Company health and safety policies.Regular travel is required in the role as appropriate to ensure connectivity with your teams across the country.Consumer Duty This role will ensure good client outcomes but ensuring the Client Relationship support and advice to our clients, as well as the administrative service they receive, is of the highest standard.This role will be an Information Giver under MiFID II requirements and must hold the relevant knowledge and experience to carry our this activity.About YouYou will have:Prior experience of working within a financial adviser firm and financial services administrationPrior experience of managing and mentoring a team and associated strong people management and coaching skillsKnowledge of advice administration systems and processesExcellent knowledge of products and services that may be used to meet adviser and client needsExcellent knowledge of provider requirements and systems needsFull understanding of internal compliance requirements to ensure your team is always within the required compliance guidelines & parametersStrong problem solving skillsStrong attention to detail and focus on quality to ensure team delivery to a high standardExperience of IT solutions such as Voyant and xplan#LI-VS1 #QC #QuilterCheviot #HybridInclusion & DiversityWe 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.ValuesDo 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 onlyIn 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. Read Less
  • Client Relationship Manager - South  

    - Exeter
    About the BusinessQuilter Cheviot has been the wealth manager of choic... Read More
    About the BusinessQuilter 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.
    Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning 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.About the RoleLevel: 3Location: London, Birmingham, Exeter - Hybrid workingDepartment- AdviceContract: PermanentThis role will manage and lead the Client Relationship Team in the facilitation of organising and delivering client support processing services to Financial Planners based in the London, Birmingham and Exeter offices. Management of the Client Relationship and Client Liaison will form part of this role, ensuring a high quality of client services in compliance with key regulatory and business processes.The role will work closely with Financial Planners and Area Directors as well as other support management colleagues.The key responsibilities of the role include:Supporting and co-ordinating the work allocation and flow for a team of client support staff (Client Relationship and Client liaison)Oversight of new business processing and implementationOversight of planned review activity within the required regulatory time scales to mitigate the risk of disengagements and remediationProviding administrative cover when necessaryManaging workloads, deadlines, and service standardsEnsuring that the pipeline of new business is constantly monitored and expeditedOversight of the client journey ensuring the team are delivering an excellent experience for our clients including progress updates (client touch points)Ongoing administration of client records and all other associated client support servicesSupporting process improvements and best practice across the client relationship functionRelevant reporting and subsequent action, including on new business processing, production and serving data within the required business and regulatory time scales, and as required by the Head of Advice OperationsMonitor and interrogate department productionPeople & Leadership responsibilities-To ensure that the team operates in compliance with all relevant legislation, rules, codes of conduct and in-house policies and procedures.To ensure the team is managed within its agreed budget, if relevant, regularly reviewing resourcing requirements and authorising all relevant expenditure.To ensure that employees receive appropriate training and coaching, as well as adequate supervision and monitoring, to enable them to fulfil their tasks, meet required Company standards and enable them to achieve personal objectives.To review regularly the performance of employees in accordance with the Company’s guidelines, giving clear objectives and the requirements for the role and, where relevant, ensure that appropriate performance management is dealt with in a prompt and fair manner, in accordance with the Company’s policies and procedures, and in conjunction with HR.To ensure that all employees are treated in a fair and appropriate manner and support a diverse workforceTo ensure that appropriate confidentiality and protection of data is maintained for all members of the team.To ensure the welfare of employees in accordance with Company health and safety policies.Regular travel is required in the role as appropriate to ensure connectivity with your teams across the country.Consumer Duty This role will ensure good client outcomes but ensuring the Client Relationship support and advice to our clients, as well as the administrative service they receive, is of the highest standard.This role will be an Information Giver under MiFID II requirements and must hold the relevant knowledge and experience to carry our this activity.About YouYou will have:Prior experience of working within a financial adviser firm and financial services administrationPrior experience of managing and mentoring a team and associated strong people management and coaching skillsKnowledge of advice administration systems and processesExcellent knowledge of products and services that may be used to meet adviser and client needsExcellent knowledge of provider requirements and systems needsFull understanding of internal compliance requirements to ensure your team is always within the required compliance guidelines & parametersStrong problem solving skillsStrong attention to detail and focus on quality to ensure team delivery to a high standardExperience of IT solutions such as Voyant and xplan#LI-VS1 #QC #QuilterCheviot #HybridInclusion & DiversityWe 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.ValuesDo 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 onlyIn 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. Read Less
  • Client Relationship Manager - South  

    - Birmingham
    About the BusinessQuilter Cheviot has been the wealth manager of choic... Read More
    About the BusinessQuilter 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.
    Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning 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.About the RoleLevel: 3Location: London, Birmingham, Exeter - Hybrid workingDepartment- AdviceContract: PermanentThis role will manage and lead the Client Relationship Team in the facilitation of organising and delivering client support processing services to Financial Planners based in the London, Birmingham and Exeter offices. Management of the Client Relationship and Client Liaison will form part of this role, ensuring a high quality of client services in compliance with key regulatory and business processes.The role will work closely with Financial Planners and Area Directors as well as other support management colleagues.The key responsibilities of the role include:Supporting and co-ordinating the work allocation and flow for a team of client support staff (Client Relationship and Client liaison)Oversight of new business processing and implementationOversight of planned review activity within the required regulatory time scales to mitigate the risk of disengagements and remediationProviding administrative cover when necessaryManaging workloads, deadlines, and service standardsEnsuring that the pipeline of new business is constantly monitored and expeditedOversight of the client journey ensuring the team are delivering an excellent experience for our clients including progress updates (client touch points)Ongoing administration of client records and all other associated client support servicesSupporting process improvements and best practice across the client relationship functionRelevant reporting and subsequent action, including on new business processing, production and serving data within the required business and regulatory time scales, and as required by the Head of Advice OperationsMonitor and interrogate department productionPeople & Leadership responsibilities-To ensure that the team operates in compliance with all relevant legislation, rules, codes of conduct and in-house policies and procedures.To ensure the team is managed within its agreed budget, if relevant, regularly reviewing resourcing requirements and authorising all relevant expenditure.To ensure that employees receive appropriate training and coaching, as well as adequate supervision and monitoring, to enable them to fulfil their tasks, meet required Company standards and enable them to achieve personal objectives.To review regularly the performance of employees in accordance with the Company’s guidelines, giving clear objectives and the requirements for the role and, where relevant, ensure that appropriate performance management is dealt with in a prompt and fair manner, in accordance with the Company’s policies and procedures, and in conjunction with HR.To ensure that all employees are treated in a fair and appropriate manner and support a diverse workforceTo ensure that appropriate confidentiality and protection of data is maintained for all members of the team.To ensure the welfare of employees in accordance with Company health and safety policies.Regular travel is required in the role as appropriate to ensure connectivity with your teams across the country.Consumer Duty This role will ensure good client outcomes but ensuring the Client Relationship support and advice to our clients, as well as the administrative service they receive, is of the highest standard.This role will be an Information Giver under MiFID II requirements and must hold the relevant knowledge and experience to carry our this activity.About YouYou will have:Prior experience of working within a financial adviser firm and financial services administrationPrior experience of managing and mentoring a team and associated strong people management and coaching skillsKnowledge of advice administration systems and processesExcellent knowledge of products and services that may be used to meet adviser and client needsExcellent knowledge of provider requirements and systems needsFull understanding of internal compliance requirements to ensure your team is always within the required compliance guidelines & parametersStrong problem solving skillsStrong attention to detail and focus on quality to ensure team delivery to a high standardExperience of IT solutions such as Voyant and xplan#LI-VS1 #QC #QuilterCheviot #HybridInclusion & DiversityWe 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.ValuesDo 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 onlyIn 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. Read Less
  • Train To Be A Self-Employed Financial Adviser  

    SummaryReady for a Career Change? Become a Qualified Financial Adviser... Read More
    SummaryReady for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!

    Are you exploring your next career move and looking for a role where you can make a meaningful impact?

    Do you:
    •Enjoy helping others?
    • Have a strong network of personal and professional connections?
    • Aspire to build a fulfilling career with flexibility and purpose?

    If so, Quilter Academy could be your route to achieving your aspirations.About the RoleWe are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter.This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser.What We Offer:A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning.For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.A proposition that can lead to a secure financial future with the potential to build a business with capital value.About YouWhat We’re Looking For:Individuals with varied career journeys , life experience who bring unique perspectives and insights, with a positive outlook and ability to network.Strong interpersonal skills and a commitment to building meaningful client relationships.Analytical thinkers with attention to detail.Trustworthy individuals capable of managing financial responsibilities.Motivated individuals who are interested in self-employment and shaping their own career path.Essential Requirements:The right to work in the UK and appropriate visas for a minimum of 5 years.At least 5 years of career history.A satisfactory credit history (required for regulatory purposes).Ability to travel for client meetings – Full driving licenseCould this be you?If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step.Apply today and start your journey toward a fulfilling new career as a financial adviser. Read Less
  • Adaptive Planning Lead (Workday Fins Analyst))  

    About the BusinessQuilter plc is a leading provider of financial advic... Read More
    About the BusinessQuilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. 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.

    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.

    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 RoleLevel: 4Department: Technology ApplicationsLocation: Southampton or England Home WorkerContract type: PermanentAs a Workday Financials Analyst (Adaptive planning), you will play a key role in supporting the development, implementation, and continuous improvement of adaptive planning processes.You will collaborate with cross-functional teams to provide analytical insights, facilitate scenario planning, and drive strategic decision-making.This role is critical to ensuring that the organisation remains agile and responsive to changing circumstances. The Workday Financials Analyst will be a key member of our Workday team with a focus supporting the Finance team as part of the Technology Applications Team.You will assist with the ongoing maintenance and development of Adaptive Planning and Workday Financials.This individual will require the technical knowledge needed to take on the day-to-day management of Adaptive Planning/ Workday Financials and its various partners.Key Responsibilities: Planning and Analysis: Develop and implement adaptive planning frameworks to support organisational objectives and address uncertainties. Scenario Development: Create and evaluate multiple scenarios to anticipate potential risks, opportunities, and outcomes. Stakeholder Engagement: Collaborate with internal and external stakeholders to gather data, align goals, and ensure effective planning. Performance Monitoring: Establish metrics and KPIs to assess the effectiveness of plans and provide regular updates to leadership. Continuous Improvement: Identify areas for process improvement and implement innovative solutions to enhance planning capabilities. Technology Utilisation: Leverage advanced tools and platforms for data analysis, modelling, and reporting. Training and Support: Provide guidance and training to team members on adaptive planning methodologies and tools. Collaborating closely with our Project teams AMS partners and Workday (as appropriate and required) directly and overseeing tickets to conclusion while ensuring accurate change management / testing protocol is followed.Support the Finance community with Adaptive Planning configurations for Budgeting and ForecastingYou will be hands on with Workday Adaptive planning and build a deep technical knowledge to apply it across Quilter’s Multiple business units.Support day to day system administration; including security, configuration and design of Workday Financials and Adaptive Insights.Maintain and develop business process across all Adaptive planning areas.Have an End to end Understanding of the Planning and forecasting process and Provide support to end-users.Hands on with the bi-annual compulsory releases, implement new functionality and ensuring a successful delivery is always achieved through diligent planning and testing of processes, configuration, and integrations..About YouPart or Full-Qualified accountant desirable- bachelor’s degree in business, Economics, Data Science, or a related field. Knowledge of adaptive planning frameworks and tools is essential. Experience in Adaptive Financials configuration, implementation, and maintenance.Solid understanding of financial management processes, including Financial Reporting, budgeting, and forecasting.Experience in Workday Financials configuration, implementation, and maintenance.Experience with Workday Report writer, security, and business processes.Solid understanding of financial management processes, including Financial Reporting, Accounts Payable and Accounts Receivables.Proven experience in strategic planning, scenario analysis, or a similar role. Strong analytical skills and proficiency in data modelling and visualisation tools (e.g., Excel, Power BI, Tableau). Excellent communication and interpersonal skills with the ability to influence and collaborate at all organisational levels. Personal Attributes: Strategic thinker with a proactive and solution-oriented mindset. High level of adaptability and ability to manage competing priorities effectively. Strong attention to detail and commitment to quality. Team player with a collaborative approach to problem-solving. #LI-PM1Inclusion & DiversityWe 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.ValuesDo 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 onlyIn 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. Read Less
  • Reward Analyst  

    - Southampton
    About the BusinessQuilter plc is a leading wealth management business,... Read More
    About the BusinessQuilter 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 RoleLevel: 3Department: HRLocation: Southampton, United Kingdom (Hybrid)Contract: PermanentAs a Reward Analyst you will focus on the data and analytics required to support all aspects of the annual compensation processes at Quilter. One of our most important processes is the Group’s annual salary and incentive cycle in Q1 each year, which to deliver requires a raft of activities across the team, that you will play a key role in.The emphasis will be on all data elements that form part of our compensation cycle, which will include activities such as the completion and analysis of market data compensation surveys, the maintenance of incentive accrual files provided for our colleagues in Finance, the maintenance and evolution of Reward-built employee job matching and benchmarking databases, the development and testing of our year-end compensation tool (PayScale), and the upkeep of other Reward systems and trackers as required. We also have a peer-to-peer employee recognition platform (Thank Q) for which this role will support both its ongoing maintenance (including running engagement campaigns with our Internal Communications colleagues) and the suite of associated quarterly reporting for the platform’s use and effectiveness.This role will also support with the preparation and analysis of the various annual regulatory disclosures that Quilter is required to make, such as Gender and Ethnicity Pay Gap calculations and Real Living Wage monitoring, amongst others.In addition, the role will give you the opportunity to partner with the wider HR function and directly with the business where appropriate, supporting with technical reward guidance and other advisory services. This may include tasks such as composing salary and incentive package recommendations for new hires and internal moves/promotions (supported with the most relevant benchmarking data), ensuring that any proposals are in keeping with our diversity and inclusion principles and Equal Pay regulations. Other advisory tasks may include the preparation of employee redundancy and exit schedules, practical advice on reward governance and controls, providing market trends and insights as required, plus employee reward cost analysis and more.There will also be the opportunity to contribute to project work as we support our HR, Finance and wider business colleagues with Quilter’s strategic priorities and the impact that employee reward has on these. The role will involve making use of artificial intelligence (Copilot) where applicable, with the aim of improving our overall proposition and increasing productivity within the team.Consumer DutyWhilst this isn’t a directly customer facing role, the Reward frameworks and pay structures that we support and maintain seek to ensure that Quilter attracts and retains talented employees. This means our customers are then served by motivated, high-performing staff who are fairly rewarded for their work. By analysing and preparing regulatory disclosures, such as Gender and Ethnicity Pay Gap reports and Real Living Wage monitoring, this role supports our commitment to transparency and fairness, which can build trust with customers who can see that Quilter values ethical pay practices and inclusivity.About YouRelevant experience working within a similar Reward role is essential, whereby you have ideally supported 2-3 compensation cycles previously.A particular understanding and familiarity with the kinds of roles and team structures within the Financial Services sector would be preferred, as would a working understanding of Willis Towers Watson and McLagan compensation dataDemonstrable experience of working with data and a high level of proficiency with MS Office applications, in particular MS Excel is essential. Workday HCM knowledge and/or Curo Compensation (PayScale) would be beneficial.You will have a high level of numeracy and an analytical mindset with a need to be comfortable with handling large sets of data, ideally within a Financial Services or other relevant context.Experience of using Copilot/other AI solutions to create efficiencies would be beneficial.Inclusion & DiversityWe 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.ValuesDo 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 onlyIn 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. Read Less
  • Investment Manager  

    - Leicester
    About the BusinessQuilter Cheviot has been the wealth manager of choic... Read More
    About the BusinessQuilter 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.

    Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning 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.About the RoleLevel: 4Department: Investment ManagementLocation: LeicesterContract: PermanentThe purpose of the role is too to provide investment management services and/or investment advice to a range of private and semi-institutional clients. Responsibilities:Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm.To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.To ensure that all client relationships are properly documented and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is maintained up-to-date and properly documented.To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures.To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate.To attend and participate in relevant company meetings as required in the various other aspects of the Quilter Cheviot investment selection process.To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clientsTo ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.The role is a Certification role, Certification Functions 4) Functions requiring qualifications and 7) Client-DealingConsumer Duty.This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for moneyAbout YouQualifications required:Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.Level 7 Chartered Wealth Manager or equivalentSkillset required:Previous experience within private client investment industry essential, in particular managing HNW clientsAn ambitious and driven characterDeep understanding of financial markets with strong technical abilitiesStrong communication skills and relationship building ability#LI-VS1 #QCInclusion & DiversityWe 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.ValuesDo 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 onlyIn 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. Read Less
  • Servicing Oversight Risk Assessor  

    Fixed Term Contract Duration - 12 MonthsAbout the BusinessQuilter plc... Read More
    Fixed Term Contract Duration - 12 MonthsAbout the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

    Quilter oversees £126.3 billion in customer investments (as of August 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 RoleLevel: 4Department: Sales Quality / Business AssuranceLocation: RemoteContract: Secondment/Fixed Term ContractDuration: 12 monthsOur Risk Assessor role involves assessing operational and regulatory risks relating to the provision of ongoing servicing at both an Appointed Representative and a Representative Intermediary level, ensuring Treating Customers Fairly principles are embedded. You’ll ensure any risk triggers are understood, analysed, and monitored to allow recommendations of the most appropriate mitigation action.The key responsibilities of this role are:oEnsure that all relevant risk data is analysed, and appropriate judgment is made.oProvide risk assessment and monitoring recommendations.oUtilise the risk management data to direct Field Supervisory activity. oProvide pre-visit data in advance of Firm Assessment and Adviser Annual Competency Assessment activity. oEngage with Advisers and Firms to clarify understanding and resolve issues.oManage workload effectively and in keeping with published standards.oBe seen as a centre of excellence in terms of operational, regulatory and customer risk knowledge and practice.oAnalyse all relevant management information that is required to risk assess ARs/RIs.oDetermine relevant risk results and consider data links to enhance the risk profiling of ARs/RIs.oProvide appropriate management information highlighting all relevant adviser/firm risks trends to enable proactive policy decisions to be made.oReview outputs to identify trends and suggest mitigation actions.oKeep up to date with all regulatory changes and process changes to ensure risk decisions remain appropriate.oPrepare referral cases for Governance Forums.oMonitor and assist in the closure of escalation actions from Governance Meetings.oIdentify potential areas of risk resulting from planned thematic regulatory themes, compliance feedback, other operational departments intelligence or external feedback.oComplete additional compliance case checks as desktop monitoring requires.oCommunicate with ARs/RIs to elicit information and offer advice as appropriate.oComplete desktop KPI and or risk monitoring.About YouWe are looking for candidate who can bring a wealth of compliance experience, including monitoring.You will have obtained your Level 4 diploma in Financial Planning/Advice, this is an essential requirement for the role. The ability to follow compliance rules and enforce the standards as directed by the network.You’ll be able to display sound judgment when assessing risks and developing risk reports.You will have a strong personal identity and corporate focus as well as being an excellent team player who is an excellent verbal and written communicator.Have a strong analytical approach with an inquisitive nature.You will possess strong attention to detail with an ability to understand and link risk indicators. #LI-FD1#QuilterInclusion & DiversityWe 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.ValuesDo 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.Healthcare Cash Plan: Jersey employees only.Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.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. Read Less
  • Train To Be A Self-Employed Financial Adviser  

    SummaryReady for a Career Change? Become a Qualified Financial Adviser... Read More
    SummaryReady for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!

    Are you exploring your next career move and looking for a role where you can make a meaningful impact?

    Do you:
    •Enjoy helping others?
    • Have a strong network of personal and professional connections?
    • Aspire to build a fulfilling career with flexibility and purpose?

    If so, Quilter Academy could be your route to achieving your aspirations.About the RoleWe are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter.This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser.What We Offer:A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning.For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.A proposition that can lead to a secure financial future with the potential to build a business with capital value.About YouWhat We’re Looking For:Individuals with varied career journeys , life experience who bring unique perspectives and insights, with a positive outlook and ability to network.Strong interpersonal skills and a commitment to building meaningful client relationships.Analytical thinkers with attention to detail.Trustworthy individuals capable of managing financial responsibilities.Motivated individuals who are interested in self-employment and shaping their own career path.Essential Requirements:The right to work in the UK and appropriate visas for a minimum of 5 years.At least 5 years of career history.A satisfactory credit history (required for regulatory purposes).Ability to travel for client meetings – Full driving licenseCould this be you?If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step.Apply today and start your journey toward a fulfilling new career as a financial adviser. Read Less
  • Train To Be A Self-Employed Financial Adviser  

    - Leeds
    SummaryReady for a Career Change? Become a Qualified Financial Adviser... Read More
    SummaryReady for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!

    Are you exploring your next career move and looking for a role where you can make a meaningful impact?

    Do you:
    •Enjoy helping others?
    • Have a strong network of personal and professional connections?
    • Aspire to build a fulfilling career with flexibility and purpose?

    If so, Quilter Academy could be your route to achieving your aspirations.About the RoleWe are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter.This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser.What We Offer:A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning.For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.A proposition that can lead to a secure financial future with the potential to build a business with capital value.About YouWhat We’re Looking For:Individuals with varied career journeys , life experience who bring unique perspectives and insights, with a positive outlook and ability to network.Strong interpersonal skills and a commitment to building meaningful client relationships.Analytical thinkers with attention to detail.Trustworthy individuals capable of managing financial responsibilities.Motivated individuals who are interested in self-employment and shaping their own career path.Essential Requirements:The right to work in the UK and appropriate visas for a minimum of 5 years.At least 5 years of career history.A satisfactory credit history (required for regulatory purposes).Ability to travel for client meetings – Full driving licenseCould this be you?If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step.Apply today and start your journey toward a fulfilling new career as a financial adviser. Read Less

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