Jobs at Quilter

Sources, engages, and nurtures financial advisers for Quilter Financial Advisers. The role manages candidate applications and onboarding, supports business-plan development, maintains recruitment data in Workable, builds relationships, generates referrals, and partners with recruitment, membership, risk, and compliance teams. The consultant uses email, social media, direct mail, telephone outreach, and meetings to attract quality recruits while ensuring a compliant, high-quality candidate journey.

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.

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.

Manage and improve end-to-end customer and adviser journeys by combining customer feedback, complaints, operational data, risk events and colleague insight. Maintain journey maps, portfolios, scorecards, dashboards and governance documentation. Facilitate stakeholder reviews, identify root causes, prioritize improvements, track delivery and measure outcomes. Apply Consumer Duty and vulnerability considerations, provide constructive challenge, and present evidence-based recommendations and reporting to senior leaders and governance forums.

Provides regulatory oversight for a portfolio of appointed representative firms. Responsibilities include conducting attestation reviews and governance assessments, evaluating controls, creating and monitoring remediation plans, escalating material concerns, and supporting pre-vetting and onboarding decisions. The role requires independent judgment, constructive challenge, strong communication, and experience advising firms or principals on compliance and regulatory matters. It is home-based with occasional travel.

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.

Supports and configures Figaro and Portfolio Review investment management systems, troubleshoots issues, analyzes system needs, assists with solution design and user testing, and documents business processes. Acts as a subject matter expert and liaison between technology teams and investment stakeholders, advising on technology matters, escalating operational issues, and driving resolution and continuous improvement.

Supports investment managers overseeing private client assets through administration, client communication, suitability documentation, investment proposals, portfolio monitoring, performance reporting, and ongoing client reporting. The role requires strong communication, attention to detail, Microsoft Office proficiency, and an interest in financial services and investment markets. Full training is provided, with opportunities to pursue professional exams and progress toward investment management.

Manages private client investment portfolios while supporting an Investment Director. Responsibilities include client relationship management, investment reporting and advice, portfolio trading, suitability and FCA compliance, AML and KYC documentation, investment research, client tenders, and business development. The role also supports client retention and growth, participates in investment decision-making, and helps ensure good customer outcomes and value for money.

Provide governance, coordination and process management for the investment function. Maintain governance documents, support investment decision-making, drive process improvements and automation with Technology, design KPIs, and liaise with stakeholders, auditors and external providers to reduce operational risk and strengthen resilience.

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.

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.

Provides regulatory oversight for complex, higher-risk appointed representative firms. Owns firm relationships, plans assessments and inspections, evaluates governance and controls, develops remediation plans, manages complex compliance issues, supports prospective-firm vetting, and coaches compliance partners. The role combines remote supervision with field visits across Southeast England and requires strong judgment, communication, analytical, and risk-assessment skills.

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.

Provides technical leadership for enterprise data engineering domains, designing and delivering scalable data platforms, pipelines, data products, and lakehouse solutions. The role defines engineering standards, promotes CI/CD, testing, observability, security, governance, and data quality, while translating business requirements into technical designs. It also mentors engineers, reviews architecture and code, supports operational reliability, and collaborates with architects, product owners, analysts, data scientists, platform teams, and business stakeholders.

Supports a six-month cost-to-serve and process transformation initiative by analyzing operational cost drivers, developing cost models, validating activity data, identifying inefficiencies, quantifying improvement benefits, and preparing robust insights for business cases and investment decisions. The role partners with Finance, Operations, the Data Centre of Excellence, and project teams while improving data quality and analytical processes.

Recruit and retain appointed representatives and advisers across the wealth network. Responsibilities include identifying and assessing candidates, creating recruitment packages, managing offers, coordinating transfer plans, supporting new members during their first year, renegotiating contracts, maintaining compliance with financial services requirements, and building strong relationships across Quilter’s business. The role also promotes customer outcomes, service excellence, collaboration, and continuous improvement.

Manages the marketing mailbox as the first point of contact for financial advisers, resolving queries about materials, tools, campaigns, digital channels, branding, and financial promotions. The role provides accurate responses, maintains records, coordinates with Marketing, Distribution, Risk, Compliance, and Operations teams, and identifies service improvements. It also supports content updates, campaigns, and marketing projects while maintaining clear guidance, templates, and FAQs.

Delivers end-to-end events, webinars, podcasts, and video content for clients and professional intermediaries. Responsibilities include planning, attendee communications, speaker and supplier coordination, platform setup, live event support, content production, approvals, compliance, budgeting, performance reporting, and asset management. The role works across marketing, compliance, risk, legal, procurement, data protection, and external partners in a regulated financial services environment.

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.