Jobs at Quilter

Supports Investment Managers with client reviews, investment proposals, suitability letters, portfolio management activities, risk monitoring, and liquidity management. The role provides training and industry qualifications, with increasing responsibility for portfolio implementation, rebalancing, client servicing, and investment research. It suits a proactive, commercially minded candidate interested in financial markets and building a long-term career in discretionary investment management.

Lead end-to-end development and production deployment of ML and GenAI solutions, including LLM/RAG pipeline design, model evaluation and prompt engineering, cross-functional delivery, and mentoring junior AI scientists to drive innovation and reliable production systems.

Lead a hands-on analytics role to design and build a scalable cost-to-serve model, integrate and transform multi-source data, ensure data quality, run scenario and statistical models, and translate outputs into actionable operational excellence insights for stakeholders.

Prepare monthly accounts, support planning and forecasting, manage cost base, improve financial processes, produce reporting and commentary, work with auditors and business partners to deliver analysis and decision support.

Lead definition, development and delivery of a new digital proposition for customers and advisers. Act as product owner: manage stakeholders, third-party and technical teams, prioritise quality vs deadlines, gather user input, align solutions with policies and standards, and potentially line-manage a small digital delivery team to deliver high-quality digital products that meet business objectives.

Manage a panel of adviser accounts to generate new business, run marketing campaigns, maintain account information, promote Quilter products, and collaborate with colleagues to meet sales targets.

Support accurate processing, settlement and reconciliation of trades across asset classes; resolve exceptions with custodians/brokers; perform reconciliations and controls; provide front-office support and reporting; assist onboarding of funds; support process improvements, UAT, and regulatory reporting (MiFID II, EMIR, SFTR).

Join Quilter Academy for a structured training program to become a qualified financial adviser. Seek individuals with strong interpersonal skills, analytical thinking, and a commitment to building client relationships. Requires strong networking skills and self-employment motivation.

Own and prioritise the product backlog, define features and user stories, lead a cross-functional squad, conduct customer research and analytics, run experiments, collaborate with stakeholders and delivery teams, and leverage AI tools to support product discovery and documentation.

Lead and execute rule-based compliance monitoring reviews: interpret regulation, design and perform testing, report findings, coach colleagues, ensure quality and alignment to the Compliance Monitoring Framework, and maintain stakeholder relationships across 1st, 2nd and 3rd lines of defence.

Leads capacity and resource planning across operations, including scenario planning, productivity management, workforce allocation, and surge-team oversight. Manages Flow Leaders, uses ActiveOps for forecasting and performance tracking, partners with change and readiness teams, and advises senior leadership on resource optimization. Drives continuous improvement, forecasting accuracy, operational resilience, governance compliance, and consistent service delivery.

Supports Finance Operations across accounts payable, accounts receivable, and personal expenses. Responsibilities include processing invoices, payments, receipts, and expenses; assisting with payment runs and reconciliations; maintaining financial records; resolving supplier and colleague queries; monitoring outstanding invoices; supporting regulatory payments; and identifying process improvements. The role also provides administrative support while developing knowledge of finance systems, policies, and procedures.

Provides administrative and coordination support for the Training & Competence function, maintaining records, systems, databases, and spreadsheets; coordinating inductions, examinations, training, CPD, and competence reassessments; managing professional memberships, invoices, budgets, and SharePoint resources; and supporting T&C projects. The role requires strong organisation, attention to detail, communication, stakeholder management, and Excel skills within a financial services environment.

Manage discretionary and advisory investment services for private and semi-institutional clients. Build and retain high-net-worth client relationships, assess objectives and risk tolerance, recommend suitable investments, ensure FCA, AML, KYC, suitability, and Consumer Duty compliance, and provide performance and transaction reporting. The role requires strong financial-market knowledge, relationship-building skills, and a Level 7 Chartered Wealth Manager qualification or equivalent.

Manage discretionary and advisory investment services for private and semi-institutional clients. Responsibilities include building high-net-worth client relationships, assessing objectives and risk, recommending investments, ensuring suitability and regulatory compliance, maintaining KYC documentation, overseeing transactions, reporting performance, and supporting asset and revenue growth. The role requires a Level 7 Chartered Wealth Manager qualification or equivalent, private client investment experience, strong financial market knowledge, and excellent communication skills.

Support Financial Planners by preparing suitability reports, research and analyse pensions, investments, protection and estate planning, maintain client records, use internal systems to produce documentation, pursue professional qualifications, and collaborate with compliance and administration to deliver accurate client outcomes.

Deputy to the Team Manager overseeing daily operations, transacting customer requests, coaching staff, driving continuous improvement, managing risks, and liaising with Risk and Finance to ensure compliance and process improvements.

Support the Team Manager in day-to-day team oversight, cover in their absence, allocate tasks, coach staff, assist recruitment, monitor performance metrics, handle escalations, build relationships with Distribution and advisers, and drive continuous improvement and projects.

Support Finance Operations Team Manager to deliver accurate trial balance and ledger integrity. Reconcile balance sheet accounts, prepare and post journals, produce monthly lead schedules with commentary, support audits, manage governance and controls, drive process improvements, and mentor team members to ensure timely monthly and quarterly reporting.

The Financial Planner will develop new client relationships, provide personalized financial planning advice, and work with internal colleagues to grow assets and maintain compliance with regulations.