Jobs at Quilter

The Paraplanner role involves providing detailed reports, analysis, and recommendations to financial advisers, ensuring compliance with regulations while maintaining a focus on customer fairness and continuous improvement in financial knowledge.

Provide all-source intelligence collection, analysis and dissemination for the Resilience and Crisis Team. Produce tactical and strategic assessments, maintain intelligence flows and analytic tools, prepare briefings and travel risk assessments, support crisis exercises and training, review governance documentation, and work on a 24/7 on-call rota to protect staff, property and reputation.

The Financial Planner role focuses on growing the client base, maintaining client relationships, and providing holistic advice to high-net-worth individuals while ensuring FCA compliance.

Perform risk-based reviews of financial crime indicators across client accounts, assess data integrity and control effectiveness, identify and recommend remediation for gaps, escalate cases needing investigation, ensure audit-ready documentation, and report trends to support the wider programme.

Provide comprehensive PA support to the Distribution Director and UK Sales Leadership: diary and inbox management, travel and expenses booking via Workday and Click Travel, organise meetings and regional team events, maintain multiple team trackers and digital filing, support recruitment and inductions, ensure invoice processing and compliance, contribute to audits and process improvements, and handle sensitive information with discretion.

Provide administrative support to Investment Managers: respond to client and adviser queries, manage account lifecycle, prepare presentations, correspondence, valuations, payments, reporting, and investment proposals while ensuring compliance.

Manage and improve month-end and quarter-end financial processes, ensure ledger and trial balance accuracy, perform balance sheet reconciliations, prepare lead schedules with commentary, maintain governance evidence and controls, support audits, lead process improvements, and coach finance team members while building strong stakeholder relationships.

Own and manage end-to-end internal acquisitions and succession planning processes for adviser/AR firms. Support due diligence, valuations, funding applications, MI and business cases, coordinate stakeholders, maintain records, ensure regulatory and risk controls, and promote succession propositions across the Financial Planning Network.

Senior leadership role accountable for strategy, governance, regulatory integrity, commercial performance and people leadership for Quilter Cheviot International in Jersey and Dubai. Drive sustainable growth, risk management, operational resilience, talent planning and represent the business to regulators and stakeholders while contributing to Executive and Board governance.

Represent the CIO publicly and with media; create investment research, commentary and content for PR and marketing; maintain active social media; chair Tactical Asset Allocation meetings; collaborate with global partners and investment teams to produce insights; support media bookings and attend industry events, including occasional overnight travel and out-of-hours availability.

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.

Support Affluent FP&A delivering monthly management reporting, forecasts, business plan financials and external disclosures. Maintain financial models, analyse results, provide insight and commentary, respond to external queries, liaise with cross-functional finance teams, and drive continuous improvement.

The Senior Trade Operations Analyst will oversee end-to-end trade processing, manage third-party providers, drive process improvements, and support regulatory reporting. Key skills include trade lifecycle knowledge and strong analytical abilities.

Provide administrative support to Investment Managers including client communication, account lifecycle management (openings, maintenance, closures), payments processing (BACS/CHAPS), preparing presentations and reports, drafting suitability letters, diary and meeting management, and ensuring compliance and excellent client service.

Lead the integration, operation, and strategic delivery of an outsourced platform. Manage vendor relationships, roadmap, integrations, service management, risk, budget, and stakeholder communications while leading a small platform team and ensuring compliance and operational resilience.

The Technical Project Manager will manage software development projects, collaborating with stakeholders to ensure effective project delivery, manage risks, and monitor performance.

Support reconciliation and journal processes to ensure accurate monthly trial balance. Manage automated system feeds and manual journals, reconcile balance sheet accounts, investigate reconciling items, assist with reporting/system changes, maintain control framework, support external auditors, document processes, and collaborate with the wider finance team to drive continuous improvement.

Own and manage a pre-defined panel of adviser accounts, market Quilter products, identify and progress new business opportunities, run marketing campaigns, maintain account MI, support strategic relationships, and meet sales targets while travelling regionally.

Deliver end-to-end technology and business audits across planning, fieldwork, and reporting. Assess IT risks and controls (applications, infrastructure, cyber, third-party, data/privacy, resilience), perform risk-focused testing and root cause analysis, produce clear findings and recommendations, support issue assurance, audit planning, and use of data analytics to strengthen governance and controls.

Support delivery and implementation of a new adviser system, driving finance operations activities including reconciliations, controls, data migration, UAT, audit support, and business readiness/training for BAU teams.