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Quilter
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  • Business Development Manager - Corporate and Entrepreneurs  

    - 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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
    We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).

    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: 4Location: London, Birmingham or ManchesterDepartment: DistributionContract: PermanentJoin our growing Corporate & Entrepreneur team and work alongside the Head of Client Development, our Investment Managers and Financial Planners to promote Quilter Cheviot’s services to entrepreneurs, business owners and corporate professional services firms (including legal, tax and M&A advisers).This is an exciting time to join the team as we refine our service proposition and build a national strategy to expand our presence within the corporate and entrepreneur segment. We are seeking a Business Development Manager/Executive to help broaden our reach, identify new opportunities and ensure we fully maximise our existing relationships.This newly created role is central to generating opportunities, embedding our proposition within intermediary firms and developing a “Partnership Model” that delivers value to professional partners and drives new business growth. You will collaborate not only with the Corporate & Entrepreneur team, but also Professional Services and with the External Adviser BDM team, Technical Specialists and Marketing.The ideal candidate will have a strong interest in the corporate and entrepreneur space, a good understanding of the entrepreneurial journey and key legal/tax touchpoints, and the ability to build trusted relationships with business owners and professional advisers. You will ideally bring some connections across corporate finance, legal and accountancy firms, be a confident communicator and collaborative team player, and demonstrate strong self‑motivation and commercial focus. You should be able to advocate for Quilter Cheviot’s proposition, curate high‑quality pitches and connect prospects with internal experts and trusted third‑party professionals to deliver an exceptional client experience.Reporting directly to the Head of Client Development – Corporate & Entrepreneur, you will collaborate with the Sales Support Analyst, Financial Planners, Investment Managers and professional services partners. Your responsibilities will include:Build and develop strong relationships with business owners, entrepreneurs and key professional services firms (corporate finance, legal, tax and accountancy).Work collaboratively with the BDM team, Financial Planners and Investment Managers to support and grow relationships with key intermediary firms across the UK.Develop and maintain a thorough understanding of Quilter Cheviot’s products and services, and when these are appropriate for prospects and clients.Build a strong understanding of key intermediary services and identify opportunities for reciprocal referrals where appropriate.Provide training and insight to solicitors, accountants, professional partners and internal stakeholders on Quilter Cheviot’s offerings and the entrepreneur/corporate segment.Use prospecting tools to identify high‑potential prospects and share targeted intelligence with CECE members.Collate and analyse information about target intermediaries and market activity to support business development planning.Identify opportunities to introduce Quilter Cheviot’s technical support teams to intermediaries and coordinate their involvement where beneficial.Develop and manage a “panel” of key intermediary relationships and be accountable for the ongoing servicing and development of those connections.Support the onboarding process for new clients by liaising effectively with intermediaries and internal teams to ensure seamless handovers.Contribute to and deliver CECE meeting actions, share market insights, and support the refinement of the corporate and entrepreneur proposition.Help prepare and coordinate bespoke, high‑impact pitches, bringing together the right internal specialists and trusted third‑party partners.Communicate Quilter Cheviot’s proposition confidently through presentations, written material and social media (e.g., LinkedIn).Gather and present feedback from intermediaries and prospects to help identify service gaps and maintain competitiveness.Maintain clear visibility of sales opportunities, activity levels and pipeline development, keeping management and the wider team informed.Ensure all engagement and communication aligns with FCA Consumer Duty requirements, even when not interacting directly with clients.Attend relevant team meetings, summarise key actions and ensure timely follow‑up.Be willing to travel occasionally to meet intermediaries, prospects or internal teams as required.About YouUnderstanding of the Entrepreneurial JourneyDemonstrates insight into the lifecycle of a business owner from start‑up to exit, including the evolving financial, legal and financial planning priorities at each stage.Appreciates the emotional and financial complexities around liquidity events, succession planning, and intergenerational wealth.Understands how business value creation connects to personal and family wealth planning needs.Knowledge of Key Legal & Tax TouchpointsA broad awareness of important legal and tax considerations faced by business owners (e.g., share structures, EMI schemes, CGT considerations, trusts, corporate restructuring).Understands how legal and tax advisers support business owners during funding rounds, acquisitions, exits, and estate planning.Interest in the Corporate, Entrepreneur & Professional Services EcosystemDemonstrates curiosity and enthusiasm for working with entrepreneurs, corporate finance advisers, tax professionals, legal firms, accountants, and other intermediaries.Keeps up to date with market dynamics, M&A trends, and the broader corporate advisory landscape.Passionate about supporting business owners through complex financial journeys with empathy and professionalism.Business Development & Relationship Management SkillsProven ability to build, nurture and convert relationships across professional services, intermediary networks, and the entrepreneur community.Ideally brings an existing network within corporate finance, corporate law, tax/accountancy or related sectors (desirable, not essential).Support the Corporate & Entrepreneur Centre of Excellence (CECE) to share insights and take ownership of CECE meeting outputs and actions.Uses platforms like Beauhurst to identify prospects and support CECE members with targeted insight, prospect lists, and relationship‑building opportunitiesCommunication & PresentationA confident public speaker, comfortable presenting to groups including professional services partners, advisers and business owners.Strong written communication skills, capable of producing high‑quality materials (PowerPoint, Excel) follow‑ups and thought leadership where needed.Confidently advocates for Quilter Cheviot’s Corporate & Entrepreneur proposition across external channels, including social media platforms such as LinkedIn.​Collaborative & Team-OrientedWorks closely with the Head of Client Development, financial planners, investment managers and marketing to drive aligned outcomes.Thrives in a cross-functional environment, ensuring that prospects and introducers experience seamless handovers and consistent messaging.Client-Centric MindsetPuts the needs of business owners and their families at the heart of engagement activity. An appreciation that such individuals are time poor and value a highly service driven solutions.Committed to delivering exceptional experiences that reflect Quilter Cheviot’s standards of financial planning and investment excellence.Pitch & Proposition Curator (“Conductor of the Orchestra”)Support the development for curating bespoke, high‑impact pitches tailored to the needs of business owners, entrepreneurs and professional partners.Ensures prospective clients are surrounded by the very best of Quilter Cheviot — drawing in financial planners, investment managers and professional services partners.#LI-VS1 #QC #QuilterCheviotInclusion & 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
  • Area Director - Central  

    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 5Department: QC AdviceLocation: Chester, Birmingham, Liverpool or LeicesterContract: PermanentThe Area Director is responsible for driving regional business growth, leading adviser performance, and expanding market presence within the financial planning sector. This senior role combines strategic sales leadership, relationship management, and commercial oversight to ensure sustainable and compliant growth. The Area Director will work closely with advisers, introducers, and internal stakeholders to strengthen the firm’s position and deliver excellent customer outcomes.Key ResponsibilitiesBusiness Development & GrowthDevelop and execute a regional growth strategy aligned with national business objectives.Personal interventions support business growth alongside stakeholders.Identify and exploit new business opportunities across target client segments, introducer networks, and partnership channels.Build and manage a robust sales pipeline, maintaining strong activity and conversion levels across the region.Monitor market trends, competitor activity, and regulatory developments to inform regional strategy.Deliver growth targets through disciplined planning, structured activity, and ongoing performance analysis.Sales Leadership & People ManagementLead, coach, and motivate a team of financial planners and business development professionals to achieve high performance.Set clear KPIs, conduct regular performance reviews, and provide structured coaching to enhance productivity and client outcomes.Recruit, develop, and retain high-calibre talent to support regional expansion.Foster a collaborative, accountable, and commercially focused culture within the team.Support advisers in strengthening their client propositions, improving conversion rates, and enhancing client journeys.Relationship Management & Stakeholder EngagementBuild and maintain strong relationships with key introducers (accountants, solicitors, professional networks).Represent the business at industry events, networking opportunities, and regional meetings.Work effectively with internal stakeholders across compliance, operations, marketing, and investment teams to support growth plans.Communicate the firm’s value proposition clearly and confidently to prospective clients and partners.Operational & Commercial AccountabilityEnsure accurate forecasting, reporting, and oversight of regional performance metrics.Use CRM insights and sales data to drive decision-making and prioritisation.Oversee operational efficiency within the region, embedding scalable processes to support growth.Maintain a strong understanding of profitability drivers, adviser charging structures, and commercial performance.Ensure all activities are delivered in line with FCA regulations, internal policies, and Consumer Duty expectations.This role is an FCA Certified role (Manager of Certification Employee role)The role holder must:Have professional qualifications relevant to the Financial Planner role, in line with FCA requirementsEnsure a thorough understanding of the QCA / FCA Consumer Duty philosophy and how this relates to our service proposition to ensure the required customer outcomesContinually review evidence that customers are being treated fairly in line with Consumer Duty & highlight any cases where this is not the case.Keep technical and regulatory knowledge up to date through the training provided by internal and external meansHave a full understanding of internal compliance & T&C requirements to ensure QCA always operates within the required compliance guidelines & parametersEnsure Conduct Risk frameworks and requirements are fully embedded into the business area plans, policies, processes, procedures and practicesEnsure colleagues understand the implications of Conduct Risk for their roles and these are reflected in performance objectives and associated trainingEnsure appropriate monitoring, reporting, disclosures and remedial actions are completed to fulfil the organisation’s expectations regarding conduct risk outcomes (as defined by the FCA)Support and champion the promotion, training and embedding the organisations commitment to QC Values.About YouKnowledge & ExperienceProven experience of delivering business development growth in the financial planning or wealth management sector.Experience of managing and leading advisers or sales professionals.Deep understanding of the UK financial planning market, including pensions, investments, protection, and tax-efficient solutions.Understanding of the advice process end to end—fact finding, risk assessment, cashflow planning, suitability reporting—and experience of support advisers in enhancing client service quality.Keep up to date with regulatory and legislative changes affecting financial planning and client outcomes.Strong understanding of FCA regulatory requirements, including Consumer Duty.Key Skills & AttributesStrong leadership and people managementSales management and client advice expertiseCoaching, influencing, and negotiation skillsExcellent relationship building skills across all seniority levelsProblem-solving abilityMarket and industry awarenessAbility to lead in a matrix environmentProficient with CRM systems and confident using data to drive performance.Strategic thinker with strong commercial acumen and analytical capability.Exceptional communication, presentation, and networking skills.High levels of professionalism, integrity and client-first thinking.#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
  • Area Director - Central  

    - Liverpool
    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 5Department: QC AdviceLocation: Chester, Birmingham, Liverpool or LeicesterContract: PermanentThe Area Director is responsible for driving regional business growth, leading adviser performance, and expanding market presence within the financial planning sector. This senior role combines strategic sales leadership, relationship management, and commercial oversight to ensure sustainable and compliant growth. The Area Director will work closely with advisers, introducers, and internal stakeholders to strengthen the firm’s position and deliver excellent customer outcomes.Key ResponsibilitiesBusiness Development & GrowthDevelop and execute a regional growth strategy aligned with national business objectives.Personal interventions support business growth alongside stakeholders.Identify and exploit new business opportunities across target client segments, introducer networks, and partnership channels.Build and manage a robust sales pipeline, maintaining strong activity and conversion levels across the region.Monitor market trends, competitor activity, and regulatory developments to inform regional strategy.Deliver growth targets through disciplined planning, structured activity, and ongoing performance analysis.Sales Leadership & People ManagementLead, coach, and motivate a team of financial planners and business development professionals to achieve high performance.Set clear KPIs, conduct regular performance reviews, and provide structured coaching to enhance productivity and client outcomes.Recruit, develop, and retain high-calibre talent to support regional expansion.Foster a collaborative, accountable, and commercially focused culture within the team.Support advisers in strengthening their client propositions, improving conversion rates, and enhancing client journeys.Relationship Management & Stakeholder EngagementBuild and maintain strong relationships with key introducers (accountants, solicitors, professional networks).Represent the business at industry events, networking opportunities, and regional meetings.Work effectively with internal stakeholders across compliance, operations, marketing, and investment teams to support growth plans.Communicate the firm’s value proposition clearly and confidently to prospective clients and partners.Operational & Commercial AccountabilityEnsure accurate forecasting, reporting, and oversight of regional performance metrics.Use CRM insights and sales data to drive decision-making and prioritisation.Oversee operational efficiency within the region, embedding scalable processes to support growth.Maintain a strong understanding of profitability drivers, adviser charging structures, and commercial performance.Ensure all activities are delivered in line with FCA regulations, internal policies, and Consumer Duty expectations.This role is an FCA Certified role (Manager of Certification Employee role)The role holder must:Have professional qualifications relevant to the Financial Planner role, in line with FCA requirementsEnsure a thorough understanding of the QCA / FCA Consumer Duty philosophy and how this relates to our service proposition to ensure the required customer outcomesContinually review evidence that customers are being treated fairly in line with Consumer Duty & highlight any cases where this is not the case.Keep technical and regulatory knowledge up to date through the training provided by internal and external meansHave a full understanding of internal compliance & T&C requirements to ensure QCA always operates within the required compliance guidelines & parametersEnsure Conduct Risk frameworks and requirements are fully embedded into the business area plans, policies, processes, procedures and practicesEnsure colleagues understand the implications of Conduct Risk for their roles and these are reflected in performance objectives and associated trainingEnsure appropriate monitoring, reporting, disclosures and remedial actions are completed to fulfil the organisation’s expectations regarding conduct risk outcomes (as defined by the FCA)Support and champion the promotion, training and embedding the organisations commitment to QC Values.About YouKnowledge & ExperienceProven experience of delivering business development growth in the financial planning or wealth management sector.Experience of managing and leading advisers or sales professionals.Deep understanding of the UK financial planning market, including pensions, investments, protection, and tax-efficient solutions.Understanding of the advice process end to end—fact finding, risk assessment, cashflow planning, suitability reporting—and experience of support advisers in enhancing client service quality.Keep up to date with regulatory and legislative changes affecting financial planning and client outcomes.Strong understanding of FCA regulatory requirements, including Consumer Duty.Key Skills & AttributesStrong leadership and people managementSales management and client advice expertiseCoaching, influencing, and negotiation skillsExcellent relationship building skills across all seniority levelsProblem-solving abilityMarket and industry awarenessAbility to lead in a matrix environmentProficient with CRM systems and confident using data to drive performance.Strategic thinker with strong commercial acumen and analytical capability.Exceptional communication, presentation, and networking skills.High levels of professionalism, integrity and client-first thinking.#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
  • Senior Group Reporting Accountant  

    - Southampton
    Fixed Term Contract Duration - 5 MonthsAbout the BusinessQuilter plc i... Read More
    Fixed Term Contract Duration - 5 MonthsAbout the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

    Quilter oversees £134.8 billion in customer investments (as of September 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 - 4Department- FinanceLocation - SouthamptonContract - 6 Month FTCAs a Senior Group Reporting Accountant, you will play a key role in supporting the delivery of Quilter’s financial and regulatory reporting at both Group and entity level. You will be part of a team responsible for ensuring the financial statements of the Group and its subsidiaries are prepared on time and meeting all of the relevant requirements in legislation and accounting standards. You will also be involved in the preparation of Group and entity-level regulatory returns and reports. This role will report to the Head of Financial Reporting and the role sits within the Financial and Regulatory Reporting team which is part of Group Finance.
     Key ResponsibilitiesProduce statutory financial statements (IFRS/UK GAAP) and regulatory returns to a high standard.Lead month‑end, quarter‑end and year‑end reporting cycles, ensuring accurate and timely financial and regulatory reporting.Manage and develop a small team of reporting accountants.Implement and maintain strong reporting policies, systems, processes and controls.Review financial statements and regulatory submissions, supporting governance and sign‑off.Provide clear reporting guidance, templates and support for contributors across the business.Work with Group Financial Controllers on Board and committee reporting.Interpret complex accounting and regulatory requirements with technical specialists.Support accounting for major corporate transactions.Partner with Technology on Workday general ledger structures and reporting processes.Act as a key contact for external and internal auditors.Drive continuous improvements to reporting systems, processes and consistency.Collaborate with Tax, FP&A, Capital & Treasury, Corporate Secretariat and Risk on reporting matters.Support production of Quilter Foundation financial statements.About YouEssential Skills & ExperienceStrong knowledge of IFRS and UK GAAP.Practical experience in financial reporting processes and controls.Excellent organisation and planning skills.High attention to detail and accuracy.Ability to influence and manage stakeholders effectively.Comfortable navigating ambiguity and adapting to change in a complex environment.Experience in process improvement and reporting simplification.Good working knowledge of Microsoft Office.Ability to work collaboratively, flexibly and effectively within a matrix organisation.Desirable Skills & ExperienceExperience in financial reporting within the UK financial services sector.Experience with consolidated reporting.Knowledge of regulatory reporting under the Investment Firms Prudential Regime and/or Solvency II.Experience preparing technical papers or accounting memoranda.Understanding of UK company law and Listing Rules in a financial reporting context.Experience working with large, complex data sets.Familiarity with Quilter’s reporting systems (e.g., CDM, Workday).Experience in external audit.Experience leading and developing a team.#LI-KH1Inclusion & 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
  • Finance Assistant  

    - 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 £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 - 2Department- FinanceLocation - SouthamptonContract - PermanentWe’re seeking a detail-oriented individual to support the Finance Operations Accountant in ensuring the accuracy of the trial balance. This role plays a vital part in maintaining the integrity of the ledger by managing automated data feeds and preparing essential manual journal entries.Key responsibilities include.Produce the monthly numbers for the key processes and production of the trial balance through managing automated system feeds and manual journals working with Accounts Payable.Reconcile balance sheet accounts and investigate reconciling items.Contribute to the continuous improvement of processes and outputs.Assist in implementing any required changes to financial reporting, systems, or procedures smoothly and efficiently.Maintaining adherence to the Quilter control framework.Support the provision of information for external auditors.Build and maintain strong partnerships with the other members of the wider finance team to share best practice and standards.About YouAbility to engage and consult senior colleagues.Good communication skills – written and verbal.Strong attention to detail.Ability to produce high quality, timely deliverables.Credibility, professionalism, and strong personal integrity.Able to work in a complex and changing environment.Embraces change and initiates new and better ways of working to deliver positive customer outcomes.Proactive approach to the resolution of problems and obstacles, escalating issues as required.Embraces a collaborative working environment to achieve shared objectives.#LI-KH1Inclusion & 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
  • Customer Service Advisor  

    - Southampton
    About the BusinessSummaryQuilter plc is a leading wealth management bu... Read More
    About the BusinessSummary
    Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

    Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). 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 businesses, 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 Private Client Advisers.

    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 RoleWhat The Hiring Manager SaysI’m looking for client-focused individuals with a passion for customer service to join our fast paced, dynamic environment to help us provide our customers with the support they need when they call us about Quilter pension and investment products. Working in our Customer Service Centre, successful candidates will build relationships and rapport, showing empathy and resilience when dealing with client queries; often needing to liaise with departments across our business to manage the varied and sometimes complex phone calls we receive.If successful, you will join one of our teams and undergo comprehensive classroom training before you ‘go live’ in your role. You will receive support to help you achieve your future short and long-term goals and ambitions through regular coaching and monthly one to ones with your manager. I have both full time and part time roles available. Anyone who joins us on a part-time basis will need to work full-time initially, to complete their product training and induction, but once the 9 week training programme has completed, they will work their agreed hours and days.To ensure candidates have the most rewarding and informative experience during the recruitment process, they are invited to come to an Assessment Centre. During the Assessment Centre candidates will be able to shadow our Customer Service Advisers and listen to live calls. There will also be a practical call assessment and a knowledge retention test hosted by our training team, together with a competency-based interview asking candidates to draw from their previous relatable experiences. Level: 2Department: Customer Service CentreLocation: Southampton, hybrid working pattern after probationContract type: Permanent, Monday until FridaySalary: paying up to £27,000 (based on 40 hours per week)Our Customer Service Advisors receive between 30-40 phone calls a day. They handle queries, having been trained to explain complex information in a way our customers will understand.At times, our advisors may deal with complaints, liaise with different areas within our business and investigate certain calls.No matter what our advisors are dealing with, they always ensure they honour given time scales to our customers and fulfil our promises for call backs, updates or emails.As our customers’ needs evolve, our advisors are trained in how to show empathy in emotional or challenging situations, and to have resilience when dealing with difficult conversations.Our colleagues play a vital role in our business, so we do what we can to acknowledge their hard work by holding regular recognition and social events, that provide awards, prizes and contribute to peer reviews.About YouYou will be passionate about providing the best possible service to your customers.You will be confident speaking to customers and taking over 30 phone calls a day to explain detailed information, and be a key point of contact for the business. (Mandatory skill for this role, as this is a fast paced position we require resilience) You will be able to demonstrate that you’re continuously able to develop and adapt in a fast-paced and constantly changing environment, and are receptive to all feedback.Your experience will show you’re able to handle sometimes complex and challenging conversations professionally and with empathy, ensuring customers are always supported.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
  • Junior Technology Project Manager  

    - 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 at end 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: Technology DeliveryLocation: SouthamptonContract type: PermanentQuilters Technology Delivery team are a core part of the CIO Function and the primary engine for the delivery of technology change. This includes provision of robust infrastructure and IT service operations across the organisation and developing relevant, integrated and optimised solutions that are scalable, commercially viable and deliver long-term value aligned to the business strategy.Working as a strategic partner to the business, technology delivery’s mission is to build informed and robust future-orientated technology and skills capabilities that create the right environment for our people and business to prosper with a focus on reducing complexity and excelling in the execution of strategy.As a Junior Technology Project Manager at Quilter, you will be part of a relatively small, but impactful team of PMs, who values working together, supporting each other and delivering high quality change to enable our people and our business to prosperList the key responsibilities:Coordinating small, non‑complex change activities across Technology teams, ensuring tasks are clearly communicated, scheduled appropriately, and progressed in line with technology and wider organisational priorities.Supporting Technology operational processes, including helping maintain documentation, assisting with incident/problem/change workflows, and ensuring governance requirements are followed.Conduct analysis of project related data to translate findings into clear engaging reports and dashboards to support effective decision making. Supporting the setup of projects and technology change initiatives by helping organise documentation, clarify responsibilities, assist with resourcing requests, and coordinate with internal teams or third‑party suppliers.Assisting with tracking project dependencies and constraints, ensuring updates are captured, monitored, and shared through agreed governance and reporting processes.Helping to manage project risks and issues by logging, reviewing, and tracking them, escalating concerns to project managers where needed.Contributing to project performance tracking by collecting data for KPIs and metrics, maintaining dashboards, and highlighting areas that may require action.Helping to develop and maintain project plans, updating timelines, task lists, and progress information so they remain accurate and aligned to the overall schedule.Assisting with financial and milestone tracking, checking progress against plans and escalating any risks to timelines, budgets, or quality.Using developing knowledge of Technology solutions to help identify and track technical assumptions, dependencies, and risks.Contributing to continuous improvement initiatives, supporting the Technology function in refining processes and enhancing cross‑team ways of working.About YouKnowledge of Software Development Lifecycle including environment structures, testing phases and release disciplinesKnowledge of waterfall and agile methods, including tools such as Jira, DevOps Boards, Microsoft Project and Project OnlineWorking towards at least one qualification in either Prince2, MSP, APM, Scrum Master, would be beneficial however not essential, must have a desire to learnData curious mindset with analysis skills to help shape initiativesDetail conscious; demonstrating strong attention to detail and ability to structure tasks and sequencing of activitiesObjectively and systematically analyses problems and risks to develop appropriate mitigating solutionsConfidently communicates ideas and concerns, proactively escalating issues when appropriate to ensure clarity and alignmentStrong interpersonal and collaboration skills, with the ability to build and maintain strong relationships with key stakeholders, colleagues and suppliers, successfully influencing, persuading and challenging when appropriateDemonstrates credibility, professionalism and strong personal integrity and acts as a role model for the Quilter values – Pioneering, Dependable, Stronger TogetherExperience in a financial sector is not essential however would be advantageous as the delivery of technical changes can involve a level of business understanding within a well governed change environment.#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
  • Investment Sales Executive  

    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 £134.8 billion in customer investments (as of September 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: DistributionLocation: Homebased, United KingdomContract Type: PermanentRegulated/Non-Regulated: Non-regulatedYou will promote Quilter Investors products to firms across the UK, predominately via the telephone or Teams, with national coverage. There will be the occasional need to attend in person events or team meetings. You will be a key part of the Investment Director team and will work closely with platform sales colleagues. The purpose of the role is to increase sales of Quilter Investors products on the Quilter platform and other platforms.Work with Prospect and Engage and National platform sales colleagues on a proactive and reactive basis to develop sales opportunities of QI productsUtilise sales and relationship management skills to meet sales targets.Where appropriate, pass high value leads to Investment Directors to contribute to a national sales targetDemonstrate expertise in investments, markets and associated areas to add value to adviser relationshipsSupport corporate initiatives to increase business through campaign management and event attendance/follow up.Support our sales and relationship management teams with technical knowledge, sales ideas, and planning activity around our multi asset investment solutions.There may be occasion to work with our marketing teams to help to develop appropriate presentations and collateral which bring to life the value of Quilter multi asset investment propositions.Develop strong relationships within key functions of the business to assist and enable pro-active problem resolution.Maintain a strong sense of team working and actively look for opportunities for cross-collaboration to share best practice and success.Drive attendance to sales and training events.Maintain an up to date knowledge of investment markets and associated areasConsumer DutyWe put the customer at the heart of what we do by ensuring that all decisions deliver good customer outcomes and take responsibility for treating customers fairly at all times.About You​You will have significant experience of platform and/or multi asset investment sales.Extensive knowledge of investment markets and associated areasExperience of working in IFA, Multi Tie and Restricted environmentsA proven history of telesales /non-face to face sales and/or non face to face salesExperience of account/relationship management desirable demonstrating sales and influenceA good working knowledge of excel, word and PowerPoint as well as other management systems (WebEx, 360, Workbench, Extranet, operations, compliance, commissions)Strong knowledge and understanding of Financial Services regulation and the financial advice marketQualifications:You will be IMC or PFS Level 4 QualifiedInclusion & 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
  • Training & Competence Analyst  

    - London
    Fixed Term Contract Duration - 11 MonthsAbout the BusinessQuilter Chev... Read More
    Fixed Term Contract Duration - 11 MonthsAbout 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: 3
    Department: HR Training and Competence
    Location: London (Hybrid)
    Contract: FTC – 12 monthsThis role a great opportunity for someone who is interested in Training and Competence (T&C) and is passionate about the importance of learning and the continuous skills growth of a workforce, to provide support within the T&C team.As part of a team comprising this role, the T&C Lead and the T&C Coordinator, the role is fundamental to supporting the day-to-day smooth running of the T&C function, interacting with stakeholders at all levels.The role will provide the opportunity to increase technical knowledge in this key regulatory area as well as build relationships across the business. Key responsibilities include:Prepare monthly T&C reports/ KPIsAssist with other reporting such as FCA returnsAssistance in administration of T&C processesOwn and develop documented T&C processesT&C system administration (Worksmart and Competent Adviser)Coordinate annual review of induction/policy materialManage ensuring T&C records are up to dateSupport in delivery of ad hoc T&C projects, in particular with respect to T&C systemsAbout YouYou will have an interest and willingness to learn about the T&C framework and regulations within Financial Services, as well as a desire to support the growth of our people, is key for this role.You will have excellent attention to detail and organisational skills, and be able to balance managing routine daily, and timebound tasks, with cyclical events.You will have strong analytical skills and be able to manage data and generate reports to track key metrics and reporting points for the team. You will have experience of managing regular reporting cycles.You will have strong knowledge of Excel, including the ability to use functionality such as VLOOKUPs and Pivot Tables. Experience of Power BI and system administration would also be advantageousAlthough not essential, prior experience within Financial Services, and particularly within Training & Competence or an oversight-based team, is desirable. #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.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
  • Quilter Invest Sales Consultant  

    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 £134.8 billion in customer investments (as of September 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: External distributionLocation: Southampton, United Kingdom (hybrid) Will also consider homeworkers.Contract Type: PermanentRegulated/Non-Regulated: Non-RegulatedThis role is pivotal to the successful rollout of Quilter Invest to our adviser population. Quilter Invest is Quilter’s innovative Direct‑to‑Consumer (D2C) platform, recently enhanced to enable advisers to refer prospective clients directly onto the platform.Through this capability, clients can begin growing their assets independently, with the flexibility to seek professional advice from their adviser when they are ready. By bridging the gap between self‑directed investing and adviser‑led support, this role will drive adviser adoption of the platform, increase client referral volumes, and ensure a seamless end‑to‑end client journey from initial engagement through to receiving tailored financial advice, working closely with the Quilter Invest product team.Key ResponsibilitiesAct as the subject matter expert for the Quilter Invest Adviser Referral propositionLead the rollout of the adviser referral capability across National, Network and IFA adviser channelsOwn and deliver adviser onboarding targets, ensuring timely and effective adoption of the propositionSupport adviser engagement through presentations, webinars, and live demonstrations of the Quilter Invest platformGuide advisers through the end‑to‑end onboarding process, ensuring clarity, confidence and complianceWork closely with distribution teams to identify and prioritise firms and advisers interested in using the Adviser Referral toolActivate and drive referral activity, accountable for achieving agreed referral growth targetsEngage directly with firms and advisers to support effective and consistent use of the platform’s functionalityCapture and articulate adviser feedback, sharing insights with distribution, product and delivery teamsEquip distribution teams with the knowledge, materials and confidence to support advisers using Quilter InvestSupport the ongoing development and enhancement of the Adviser Referral propositionCollaborate with the Quilter Invest product and delivery teams to evolve functionality in line with adviser needs and commercial objectivesAbout YouProven experience in B2B sales, with a strong track record of delivering commercial outcomesExperience working with financial advisers, ideally with demonstrable success selling investment platforms into adviser-led environmentsComfortable taking end‑to‑end ownership of a product proposition and leading its successful rolloutStrong motivation to achieve and exceed distribution and referral targetsA self‑starter with the ability to manage multiple stakeholders and prioritise effectively to achieve objectivesExperience within wealth management and/or direct‑to‑consumer investing platforms is advantageousExcellent interpersonal and influencing skills, with the ability to build, develop and manage senior relationships across large advisory firms to drive asset growth through Quilter InvestHighly delivery‑focused, demonstrating energy, resilience and the ability to achieve results through collaboration and influence rather than direct authorityCommercially astute, with strong written, verbal and presentation skills, and confidence engaging audiences in both group and one‑to‑one settings#LI-KH1Inclusion & 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

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