Jobs at Quilter

Supports Financial Planners and paraplanners by preparing meeting packs, recommendation reports, and application forms; submitting and tracking new business; communicating with clients; maintaining accurate records in X-Plan; and resolving queries. The role requires organization, attention to detail, workload ownership, strong communication, customer service, financial planning awareness, Microsoft Office proficiency, and the ability to provide training and practical guidance.

Supports financial planners by preparing meeting packs, recommendation reports, and application forms; submitting and tracking new business; communicating with clients; maintaining accurate records in X-Plan; and helping ensure advice is implemented correctly. The role requires strong organization, attention to detail, communication, customer service, workload management, IT proficiency, and the ability to provide clear training and guidance.

Leads complex talent acquisition and strategic recruitment for corporate functions. Responsibilities include talent intelligence, market mapping, competitor analysis, proactive sourcing, talent community development, stakeholder advising, employer-brand campaigns, inclusive hiring, and pipeline building. The role also designs AI-enabled workflows, automation, copilots, and recruitment agents to improve productivity, candidate experience, hiring decisions, and workforce planning.

Lead end-to-end talent acquisition for Technology, Data, and Change roles. Conduct complex searches, proactive headhunting, market intelligence, talent pipeline development, and strategic advising for senior hiring leaders. Use AI and automation to improve recruitment workflows and candidate experiences while shaping attraction strategies and future talent communities.

Coordinates learning and people development programmes, including workshops, early careers, apprenticeships, and leadership initiatives. Manages registrations, communications, learner records, reporting, learning platforms, content updates, stakeholder support, and programme logistics. The role also improves processes, maintains accurate documentation, supports talent and capability reporting, and coordinates with HR teams, suppliers, and business stakeholders.

Leads Quilter’s internal communications channels and engagement strategy, including SharePoint management, AI-enabled content workflows, communications delivery, and data-driven measurement. Oversees high-profile communications, leadership messaging, recurring updates, content quality, audience targeting, and reporting. Partners with HR, communications business partners, IT, and organisational leaders to improve employee experience, engagement, and alignment with business and people strategies.

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.

Conducts remote competency assessments for financial advisers, evaluates skills, knowledge, risks, and compliance, and creates action plans. The role includes enforcing oversight requirements, educating representatives on compliance and customer outcomes, conducting adviser reviews and customer care calls, providing coaching and feedback, escalating issues, and reporting findings to senior management. Candidates need a Level 4 Diploma, financial services experience, strong communication and questioning skills, sound judgment, computer literacy, and the ability to work independently.

Service and grow an existing portfolio of high-net-worth clients by delivering compliant financial advice, investment reviews, and ongoing relationship management. Build new business through referrals, professional connections, warm leads, and client-bank opportunities. Manage a sales pipeline, meet growth and conversion targets, deepen client relationships, and collaborate with investment managers while complying with FCA, Consumer Duty, and Quilter standards.

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.

Analyzes operational resilience, dependency, incident, and exercise data to identify testing priorities, risks, gaps, and recurring themes. Produces dashboards, management information, evidence, and audit trails. Coordinates exercise preparation, delivery, debriefs, and remediation tracking while maintaining records and escalating overdue actions. The role collaborates with business, technology, cyber, risk, and specialist stakeholders and supports crisis response activities.

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.

Leads the digital learning experience strategy, content creation, adoption, and learning technology requirements. Designs intuitive learning journeys, develops e-learning with Articulate, Elucidat, and Sana, supports Workday Skills Cloud pilots, uses data to evaluate impact, and partners with HR technology, stakeholders, suppliers, and communications teams to improve learning, skills development, and organisational capability.

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.

Manages end-to-end practice acquisitions, management buy-outs, and succession planning across a financial services network. Develops processes, controls, proposition materials, and management information while overseeing transactions through completion. Builds relationships with firms, Partners, senior stakeholders, legal advisers, and external specialists. Ensures compliance with legal, commercial, regulatory, risk, and customer outcome requirements, while monitoring performance and identifying process improvements.

Leads the end-to-end performance, optimisation and transformation of customer and adviser journeys. Owns journey strategies, roadmaps, governance, prioritisation, KPIs and improvement portfolios while balancing customer outcomes, operational efficiency, regulation and commercial value. Directs Journey Leads and multidisciplinary squads, drives automation and AI-enabled servicing, embeds Consumer Duty and risk controls, and improves satisfaction, service performance, complaints, journey completion, cost to serve and operational efficiency.

Provide administrative and client-facing support to Investment Managers: act as first point of contact, manage account lifecycle (opens, updates, closures), prepare meeting packs and valuations, handle KYC/suitability tasks in CRM, process account amendments, use DocuSign, and maintain accurate records and correspondence.

Provides administrative support for investment management suitability reviews, including scheduling, documentation, quality checks, recordkeeping, client communications, management information, and audit support. The role also handles office administration such as visitors, post, cheques, invoices, travel, expenses, filing, and supplies. The administrator coordinates with Investment Managers and control functions, maintains accurate records, follows procedures, supports process improvements, and escalates incomplete or inconsistent information.

Provides administrative support to investment managers and clients across the full account lifecycle, including account opening and closure, payments, suitability letters, investment proposals, client reporting, meeting preparation, and compliance-related record keeping. The role requires strong organization, communication, prioritization, attention to detail, and relationship-building skills while handling general office administration and supporting a team of investment managers.

Provides financial planning analysis, reports, and recommendations to financial advisers. Determines suitable client solutions, prepares compliant presentations, manages workloads to deadlines, maintains regulatory and company knowledge, and ensures customers are treated fairly. Collaborates within a paraplanning team and supports advisers under FCA regulations.