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Quilter
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  • Head of National Accounts  

    - 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 £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: 4Location: London - hybrid workingDepartment: DistributionContract: PermanentThe individual with work closely with the Head of Business Development - Advice, the BDM’s, BD Executives and marketing, heads to plan and deliver a distribution strategy and business plan focused on driving business growth from our National Account partners.Main Responsibilities include:Create, implement and monitor the distribution strategy and plan for National Accounts to achieve agreed annual business targets and objectives.Own and drive the Head Office Relationships with our National Accounts and Third Party PlatformsIdentify, onboard and manage new National Accounts when they are identified.Become the MPS subject matter expert for distribution to support and develop the BDM’s and Investment Managers where appropriate, and work with channel marketing to agree and develop the MPS marketing strategyWork with peers to support Business Development and proactively look for opportunities for consistency of approach where appropriate as well as supporting business retentionSupport and promote National Account marketing campaigns working in partnership with Marketing colleaguesEnsure appropriate team/individual development opportunities are providedConsumer Duty Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customersAbout YouYou are a person who is delivery focused, with high energy and drive, and ability to deliver through othersYou can demonstrate strategic influencing through understanding and energising others and have exceptional interpersonal skills – able to negotiate, build relationships and lead through influenceYou thrive with creative problem solving skills including negotiation and conflict resolution skills; and are be able to utilize your strong mentoring and coaching skills to engage and lead all levels of the organizationTo be successful in this role you exhibit flexible thinking and are focused on results and continuous improvement.You have a high level of personal confidence, able to lead, manage change through influence and persuasion and inspire others and are able to navigate complex and political environments and manage multiple stakeholdersYou demonstrate credibility, professionalism and strong personal integrity and are a self-starter with initiative & creativityYou can communicate with impact- superior presentation and communication skills and are highly skilled at team working and working through virtual teams with the ability to create followship#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
  • Senior Compliance Manager (Monitoring)  

    - 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 - 5Department- RiskLocation - London/SouthamptonContract - PermanentYou will take the lead on delivering compliance monitoring reviews. In addition you will take responsibility for coaching and supporting other members of the team and overseeing the quality of their output.Key responsibilities:Undertaking rule based thematic monitoring reviews involving: interpretation of regulation; designing and executing testing to assess Quilter’s compliance with regulatory expectations; and reporting findings to the business.Provide support and guidance on the scope and approach of compliance monitoring to others in the team and, where necessary, take the lead on complex or challenging activitiesEnsure focus on the quality of review documents and outputs, highlighting the ‘so what’ factor, and being clear how these add value for Quilter and address compliance risksEnsure alignment to the Quilter Compliance Monitoring Framework for consistent reviewDevelop and maintain strong working relationships with stakeholders across 1st, 2nd and 3rd lines of defence.Provide support and mentoring to other risk colleagues, sharing learnings and experience to assist with their professional development.Identify opportunities for monitoring framework and process enhancementAssisting the Head of Compliance Monitoring & Thematic Reviews with other team activities as required.About YouThe successful candidate:Experience in coaching or mentoring less experienced team membersExperience of working in compliance monitoring, assurance or auditing gained within financial services organisations, preferably in investments and financial advice (a level 4 or equivalent qualification in financial planning would be desirable)Good understanding of risk and regulation, particularly FCAStrong attention to detail, and the ability to see the bigger pictureStrong planning, analytical and communications (both verbal and written) skills are essential, along with the ability to influence othersHigh energy and drive and be delivery focused, and the ability to work well on your own or within a teamResilience and perseverance - key attributes needed to complete monitoring reviews on time and handle objections and challenging conversations.#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
  • Transformation Risk Analyst  

    - London
    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 - 3Department- RiskLocation - London/SouthamptonContract - PermanentAs Transformation Risk Analyst, you’ll help drive Quilter’s strategic transformation by supporting the delivery of functional and business segment plans aligned to our wider programme objectives. You’ll be part of a dynamic, outcome-focused team, working closely with the Quilter Executive and their teams to shape and deliver the next phase of our strategy.Key responsibilities:Support the team in partnering with the business to ensure all Change implementation has an appropriate level of Risk Assessment Work with the team while they partner with the business to develop and implement risk management strategies to support transformation initiativesAnalyse data to identify, assess, and manage risks associated with transformation projectsReview data and documentation produced by change projects and programmes to ensure compliance with Quilter’s risk management framework and policiesCollaborate with various departments including marketing, IT, and Operations to ensure alignment with transformation objectivesProvide analysis to the team so they can communicate risk management strategies and updates to stakeholders Provide risk management support for transformation projects, ensuring risks are identified and mitigatedMonitor and report on the progress of risk management activities within transformation projectsEnsure that risk management practices are integrated into the governance framework of transformation projectsPromote a culture of continuous improvement in risk management practicesIdentify opportunities for enhancing risk management processes and toolsAbout YouThe successful candidateSome experience in risk management, preferably within a transformation or change management contextGood understanding of risk management frameworks and methodologiesExcellent communication and stakeholder management skillsAbility to work collaboratively with cross-functional teamsRelevant professional qualifications in risk management or related fieldsStrategic thinking and problem-solving skillsStrong analytical and decision-making abilitiesAbility to manage multiple priorities and work under pressureHigh level of integrity and ethical standards#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
  • Transformation Risk Manager  

    - London
    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 - 4Department- RiskLocation - London/SouthamptonContract - PermanentIn this role you will partner with the business to ensure robust risk assessments are embedded throughout the change implementation process. As Transformation Risk Manager, you’ll support Quilter’s strategic transformation agenda by aligning functional and business segment plans with programme objectives. Working within a dynamic, outcome-focused team, you’ll collaborate with the Quilter Executive and their teams to shape and deliver the next phase of our strategy.Key responsibilities:Partner with the business to identify, measure and manage the operational and regulatory risk position of the Transformation Program and to work closely with the accountable programme lead within Change and Transformation. Ensure all Change implementation has an appropriate level of Risk Assessment Work with the business to develop and implement risk management strategies to support transformation initiativesEnsure compliance with Quilter’s risk management framework and policiesCollaborate with various departments including marketing, IT, and Operations to ensure alignment with transformation objectivesCommunicate risk management strategies and updates to stakeholders at all levelsProvide risk management support for transformation projects, ensuring risks are identified and mitigatedMonitor and report on the progress of risk management activities within transformation projects to both senior Risk Management and within Governance structure. Ensure that risk management practices are integrated into the governance framework of transformation projectsPromote a culture of continuous improvement in risk management practicesIdentify opportunities for enhancing risk management processes and tools. About YouThe ideal candidate will bring expertise in risk management and compliance, strong communication skills, and a collaborative mindset. Essential skills and behavioural competencies are listed below:Proven experience in risk management, preferably within a transformation or change management contextStrong understanding of risk management frameworks and methodologiesExcellent communication and stakeholder management skillsAbility to work collaboratively with cross-functional teamsRelevant professional qualifications in risk management or related fieldsStrategic thinking and problem-solving skillsStrong analytical and decision-making abilitiesAbility to manage multiple priorities and work under pressureHigh level of integrity and ethical standards#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
  • Client & Adviser Service Administrators  

    - Southampton
    Fixed Term Contract Duration - 6 MonthsAbout the BusinessQuilter plc i... Read More
    Fixed Term Contract Duration - 6 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: 2Department: Client and Adviser ServicesLocation: Southampton, United Kingdom (Hybrid working is available after passed probation)Contract Type: Fixed Term ContractContract Length: 6 - 12 month contracts availableRegulated/Non-Regulated: Non-RegulatedOur Client and Adviser Services Administrators (known internally as Technicians) are critical roles where you will be the face of the company. Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping them set up their accounts and finding solutions of financial products they need.The role may involve supporting a variety of different business areas, including the administering of new clients’ pensions, investments, money-in, money-out, transfers and various other departments.Excellent attention to detail and communication is needed when preparing letters and other financial documents.You will ensure all adviser requests are processed within a timely manner as per our Service Level Agreements, you will do this efficiently and professionally for all our advisers, providers, and visitors via phone and email.Keeping your knowledge of our products and services up to date will be vital to ensure you deliver the most appropriate outcome for the adviser.Consumer DutyWhilst this isn’t a directly customer facing role, the duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction.About YouYou will have previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint, you bring a strong foundation to this role.Your exceptional organisational skills shine through as you expertly prioritise workloads and meet deadlines.Adept in verbal and written communication, you accurately record and interpret report data, contributing to the overall efficiency of the team.Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties.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.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
  • Transformation Risk 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 £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- RiskLocation - London/SouthamptonContract - PermanentIn this role you will partner with the business to ensure robust risk assessments are embedded throughout the change implementation process. As Transformation Risk Manager, you’ll support Quilter’s strategic transformation agenda by aligning functional and business segment plans with programme objectives. Working within a dynamic, outcome-focused team, you’ll collaborate with the Quilter Executive and their teams to shape and deliver the next phase of our strategy.Key responsibilities:Partner with the business to identify, measure and manage the operational and regulatory risk position of the Transformation Program and to work closely with the accountable programme lead within Change and Transformation. Ensure all Change implementation has an appropriate level of Risk Assessment Work with the business to develop and implement risk management strategies to support transformation initiativesEnsure compliance with Quilter’s risk management framework and policiesCollaborate with various departments including marketing, IT, and Operations to ensure alignment with transformation objectivesCommunicate risk management strategies and updates to stakeholders at all levelsProvide risk management support for transformation projects, ensuring risks are identified and mitigatedMonitor and report on the progress of risk management activities within transformation projects to both senior Risk Management and within Governance structure. Ensure that risk management practices are integrated into the governance framework of transformation projectsPromote a culture of continuous improvement in risk management practicesIdentify opportunities for enhancing risk management processes and tools. About YouThe ideal candidate will bring expertise in risk management and compliance, strong communication skills, and a collaborative mindset. Essential skills and behavioural competencies are listed below:Proven experience in risk management, preferably within a transformation or change management contextStrong understanding of risk management frameworks and methodologiesExcellent communication and stakeholder management skillsAbility to work collaboratively with cross-functional teamsRelevant professional qualifications in risk management or related fieldsStrategic thinking and problem-solving skillsStrong analytical and decision-making abilitiesAbility to manage multiple priorities and work under pressureHigh level of integrity and ethical standards#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
  • Software Engineer (.NET)  

    - Southampton
    About the Business Quilter plc is a leading wealth management busines... Read More
    About the Business

    Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

    Quilter oversees £ 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 isprised of two segments: Affluent and High Net Worth.
    Affluent epasses 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 andmunities we serve, including our colleagues.

    Our business is transforming, continually modernising, and bing 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 : 4

    Department: Software Engineering
    Location: Southampton/ Home Worker
    Contract type: Permanent

    The Technology function is Quilter Group's primary engine for the delivery of business and technology change including the provision of robust infrastructure and IT service operations that everyone can depend upon.

    The Technology function brings technology enabled innovation to market by developing relevant, integrated and optimised solutions that are scalable,mercially viable and deliver long-term value aligned to the business strategy.

    Working as a strategic partner to the business our 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 reducingplexity and excelling in the execution of our strategy.

    We are looking for:
    • .Net c# developer skills with experience of taking business requirements and designing, implementing and producing high quality end to end products.
    • working with other members of the team to collaborate to produce testable, maintainable, and high-quality software solutions contributing to and following Quilter's development practices.
    • Experience of designing, developing and maintaining RESTful APIs
    • Experience of implementing and maintaining IAM solutions (AADB2C / OKTA / Entra etc.)
    • Understanding of integrating with React, and Ionic applications

    About You Technical knowledge and experience in producing testable, scalable, reusable and resilient services to provide API services to front end systems. Technical knowledge and experience of developing / supporting IAM solutions Technical expertise in and core. Technical expertise in developing RESTful backend services. Expertise in the use of standard patterns to support the use of unit test tooling and decoupling of code. Technical expertise in delivery of solutions via disciplined and controlled methods (CI/CD) through all the environments to live. Technical expertise in delivery solutions using Azure DevOps pipelines and support services. Experience of working in a Scrum/agile environment. Appreciation of Single page applications: React, Technical expertise in designing and developing reusable and testable micro services. Knowledge of the design and build of (secure) databases using Microsoft SQL Server. Inclusion & Diversity

    We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

    Values

    Do the right thing: We act with integrity and are proudlymitted to going above and beyond in service of our clients and the support we provide ourmunities.
    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 oues. With ambition as our driving force and a steadfastmitment to growth, we succeed for the good of every generation.
    Stronger together:bining our diverse talents, we aplish 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-contributorypany 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.

    Ie Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

    Healthcare Cash Plan: Jersey employees only

    In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

    Job ID R4799 Read Less
  • Advice Policy and Technical Specialist  

    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 £119.4 billion in customer investments (as at end December 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 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: Advisory ServicesLocation: Homebased, United KingdomContract Type: PermanentRegulated/Non-Regulated: Non-regulatedAs key a member of the Quilter Financial Planning Advice Policy team, you will provide expert knowledge to facilitate the development of robust and proportionate business and advice policies to meet regulatory demands and support strategic objectives and initiatives. You will contribute to ensuring standards and policy guidance are maintained and embedded across QFP. You will manage a diverse range of activities relating to advice, and adviser conduct, as well as support broader teams with technical queries and escalations, and advice proposition design.Use analytical skills and FCA Handbook knowledge to contribute to the development of proportionate yet robust Business & Advice Policy and controls.Create/revise QFP business & advice policies and guidance, ensuring that these are concise, comprehensive and accessible, to meet regulatory and other required changes.Draft papers for QFP Committees setting out proposed enhancements to advice policy and standards, as appropriate.Provide architectural thought and design to the advice policies and processes to ensure consistency and compliance across all financial planning, mortgage, and protection advice areas, as well as alignment to strategic advice proposition development.Develop effective processes and relationships with key stakeholders across 1LoD distribution, proposition, and operations teams, and 2LoD compliance and risk functions.Support the Head of Advice Policy and the wider team in delivery of key regulatory, strategic, and project activity that may impact the department.Consumer DutyWhilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that the design of QFP’s Distribution Advisory policies and standards are robust and enable both advisers and QFP to deliver consistently strong outcomes.About YouYou will be analytical with attention to detail but with experience of delivering a standards and control environment into an advice distribution model, particularly large-scale ones. The ability to collaborate confidentially and effectively with a wide and diverse group of senior stakeholders, with different business perspectives, to develop a proportionate outcome is critical to the effectiveness and success of the model.Decisive, adaptable, clear and confident communicator, disciplined in deliveryDetailed and strong understanding of products, advice and suitability, advice processes, compliance and riskAbility to understand key Business and Advice Standards drivers and requirements, as well as subsequent operational impactsAble to demonstrate a strong customer focus and understanding of what results in good customer outcomesStrong change delivery focus to enable business growth while maintaining a robust control environmentAbility to integrate with a team and work effectively as a team memberStrong analytical approach and inquisitive natureAble to think at a conceptual and strategic level to drive effective enhancementsFinancial Planning Diploma level 4 (essential), level 6 (desirable) or demonstratable technical experience in a similar role.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 - Charities  

    - 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 £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: 4Location: London - Hybrid workingContract: PermanentDepartment: Investment Management - CharitiesThis is a fantastic opportunity to join the Quilter Cheviot charities team who manage £2.1bn AUM for over 670 clients as at June 2025.We are looking for an ambitious and dynamic individual to assist an Investment Director with their large client bank. This is a dual role where the successful candidate will be managing client portfolios for both charities and private clients. You will supporting in the servicing and relationship management of our existing clients, whilst also being given the opportunity to grow your own client book.
     Key responsibilities include:To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require.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 ensure that all client relationships are properly documented, with a clear understanding of suitability 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 participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client.To have a full understanding of the firm’s investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making.To participate in the Charity Models investment committee which oversees the models for our charity portfolios.To participate in tender processes and beauty parades, either as an individual or as part of a team with the aim of growing the existing client base.To participate in prospecting for new business through events or conferences where required to develop new business opportunities.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 clients.To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.Consumer 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 money.Senior Managers & Certification Regime (SMCR) Roles4) Functions requiring qualifications7) Client-DealingAbout YouThe successful candidate will possess a deep interest in, and understanding of, financial markets, demonstrate strong technical abilities while also displaying excellent communication and presentation skills.Working collaboratively with colleagues – both within the team and across the wider business – this individual will be focused on delivering an exceptional level of service to our clients while helping to support the growth of the Charities team.Level 7 Chartered Wealth Manager or equivalent is essentialExperience from within a Investment Management Charities is preferred but not required#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
  • Service Delivery Review Administrator  

    - 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: 2
    Department: Distribution/Investment Administration & Support
    Location: Carlisle
    Contract: PermanentWhat the Hiring Manager SaysAn exciting opportunity for an individual has arisen within the Service Delivery Review Team supporting our clients and Financial Planners across the country in the vital area of ongoing service reviews.You would be part of the team that help deliver on our customer promises and support our Financial Planners to deliver quality, holistic financial advice. You will need to be dedicated and willing to work hard. In turn, we will support you with your training, an enthusiastic and supportive team environment together with a competitive salary and benefits package.We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.About the RoleAs a Service Delivery team member, you will be playing a critical role in producing high quality review reports to support our Financial Planners and their clients.Our Financial Planners provide detailed financial planning to all our clients, so an understanding of the different types of investments, pensions and protection plans is desirable but not essential. We will provide full training and development, so you will build an understanding of these areas.Your role will involve gathering plan information from providers and updating our back-office Client Relationship Management system (Xplan) and using this information to produce detailed review reports. You will use a variety of online resources and platform providers as well as a range of other research tools to perform your day-to-day activities which will include:Planning your weekly allocated review report tasksGathering plan information from a range of product providers, online, over the phone or in writingDeveloping high quality reports using a range of tools and research technologyChecking the accuracy of your workHanding off your completed work to Financial PlannersManaging any queries from wider support teams on reviews due or in progressYou will work very closely with all our Financial Planners, regional support teams and the wider Service Delivery team.Once you have been fully trained you will have the opportunity to support and learn more about the advice process with supporting the wider Service Delivery team. You may be asked to contribute to wider team initiatives and projects from time to time.You will be required to ensure all work is completed within the required timescales to meet both internal service levels and Financial Conduct Authority (FCA) guidelines and procedures. You will also be expected to develop knowledge around Quilter’s risk landscape, how that impacts your team and the work that you perform. Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.About YouApplications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.These are the areas of experience and key skills we are looking for:Financial Service Industry knowledge/experience (Preferred)Key skills (Required):High levels of attention to detail and accuracy, with strong written and numerical skillsAn ability to work at pace, comfortable using variety of systemsExcellent interpersonal skills and a professional, ‘can do’ attitudeAbility to problem solve and implement learnings through training and experience.The ability to adjust to new challenges and changing environments quickly. We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.#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

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