Jobs at Quilter

Supports investment managers with account opening, maintenance, payments, suitability documentation, investment proposals, client reporting, and meeting preparation. The role involves communicating with clients and professional stakeholders, maintaining records, coordinating administrative tasks, and ensuring compliant, accurate delivery under MiFID II and Consumer Duty requirements. The apprenticeship includes a Level 4 Investment Operations Specialist qualification and structured on-the-job training.

Provide regulated, holistic financial planning advice to high-net-worth private clients. Maintain and expand an existing client base, generate new business through professional networks and referrals, manage a growth pipeline, build long-term relationships, and increase assets under advice. Ensure FCA compliance, suitable recommendations, accurate documentation, and strong client outcomes while collaborating with discretionary investment specialists and marketing teams.

Provide regulated, holistic financial advice to high-net-worth private clients while managing an inherited £45 million portfolio. Grow existing relationships, win new business through professional networks and referrals, build a qualified pipeline, and increase assets under advice. Maintain FCA compliance, strong documentation, suitability standards, and excellent client outcomes while collaborating with discretionary investment management and marketing teams.

Coordinate and drive front-office initiatives by translating priorities into tasks, tracking progress, raising risks, producing status reporting, supporting governance, and providing basic commercial analysis to inform senior decision-making. Engage stakeholders across front office, Operations, Risk & Compliance, Finance and Technology to ensure alignment and delivery.

Provides administrative and operational support to sales consultants and platform specialists in wealth management. Responsibilities include managing new business and platform transactions, responding to adviser queries, producing management information and pipeline reports, preparing DGT quotes, processing FNZ illustrations, conducting competitor analysis in FE Analytics, resolving payment issues, validating data, distributing CPD certificates, and supporting sales materials. The role requires strong organisation, communication, numerical analysis, attention to detail, and Microsoft Excel proficiency.

Leads enterprise workforce capability planning and development, identifying skill gaps and creating measurable capability roadmaps and programmes. Oversees AI adoption, leadership and customer capability initiatives, digital learning, mandatory and regulatory training, levy utilisation, and impact measurement. Partners with senior leaders, HR, Technology, Transformation, and external providers while managing a small capability team and embedding sustainable workforce and behavioural change.

Manage end-to-end delivery of workplace, property, facilities, refurbishment, compliance, and relocation projects. Responsibilities include project planning, budgeting, forecasting, governance, risk and issue management, stakeholder coordination, reporting, and continuous improvement. The role manages small and medium-sized projects directly while serving as the internal lead for larger externally managed initiatives.

Supports controlled client departures by monitoring leaver and account-closure workflows, authorizing outgoing payments, coordinating with internal teams, resolving issues, updating records, and escalating risks. Maintains regulatory and operational controls, produces workflow information, and contributes to process improvement, automation, procedure development, and cross-training within Custody & Nominees. The role requires strong organization, investigation, communication, stakeholder management, and careful use of digital and AI-enabled tools.

Manage and advise Appointed Representative firms and national advisers in the Central & West Midlands to grow, run profitably, and exit with confidence. Provide strategic, commercial and operational guidance, own regional commercial drivers, deliver campaigns, onboard firms, ensure regulatory compliance, and lead two Relationship Managers to achieve performance objectives while promoting strong stakeholder collaboration and customer-centric outcomes.

Work with financial advisers in the Leeds region to introduce new discretionary investment clients to Quilter Cheviot. Promote discretionary propositions, coordinate targets and sales initiatives with sales and investment teams, maintain CRM records, produce reports, and build relationships with advisers and internal stakeholders to hit new business KPIs.

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.

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.

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.

Provides proactive executive assistant support to two senior leaders, including complex diary and meeting management, UK and international travel coordination, event logistics, inbox and expense administration, document preparation, meeting action tracking, and confidential information handling. The role also supports process improvements, risk controls, regulatory compliance, and responsible use of approved AI tools while coordinating with senior stakeholders and the wider executive support network.

Prepare statutory financial statements (IFRS/UK GAAP), produce regulatory returns, complete month/quarter/year consolidation and disclosures, maintain reporting controls and Workday GL hierarchies, liaise with external auditors, and drive reporting process improvements.

Provide second-line compliance advice on FCA rules, monitor registers (personal dealing, gifts & hospitality, conflicts), analyze breaches, support SMCR and regulatory reporting, produce compliance reports, and maintain stakeholder relationships across first and second line.

Provide administrative support to NHS Pension Consultants and the Quilter Financial Planning team. Tasks include client onboarding, data entry and validation, following up for outstanding paperwork, maintaining records, preparing pension data for analysis, monitoring compliance with internal processes, and regular client communication as directed.

Supports Investment Managers with client account administration, including account opening and closure, payments, valuations, statements, investment proposals, reporting, correspondence, and suitability documentation. Handles telephone and email queries from private clients, advisers, and internal teams while maintaining compliance and accuracy. The role is primarily onsite in Edinburgh, with full training provided and potential progression based on performance.

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.

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.