Jobs at Quilter

The Investment Director promotes multi-asset investment solutions to financial advisers, focusing on growth and retention while providing technical support and presentations.

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 Infrastructure Technical Engineer will provide cloud and infrastructure expertise, support technical analysis, lead transformation initiatives, and mentor colleagues while ensuring secure IT service delivery.

Provide compliance assurance and regulatory advice across the business, conduct surveillance and assurance reviews, review and approve financial promotions, manage compliance mailbox and disclosures, monitor market abuse/intelligence, escalate and track breaches, update policies, support MI reporting and stakeholder governance, and assist the Chief Risk Officer and Compliance Managers.

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.

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.

Six-month fixed-term Project Analyst supporting a Cost to Serve and process transformation programme. Work with Data CoE, Operations and Finance to link activity and financial data, refine cost-to-serve models, identify inefficiencies, quantify benefits of process improvements, and ensure robust, documented outputs for business cases and decision-making.

The Risk Manager will support the Senior Risk Manager in overseeing operational risk management, performing risk assessments, and advising stakeholders on risk mitigation strategies in the asset management division.

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.

Lead AI product vision, roadmap, and delivery across Quilter. Own end-to-end delivery of ML and GenAI solutions, ensure governance and model risk controls, drive adoption and value measurement, engage senior stakeholders, assess third-party vendors, and mentor cross-functional teams to deliver compliant, explainable, and business-focused AI products.

Manage and grow relationships with Appointed Representative firms and self-employed national advisers across the West Midlands. Provide strategic, operational, and commercial advice to help firms run profitably, grow sustainably, and plan exits. Onboard new firms, collaborate with internal stakeholders (Risk, Compliance, Distribution), ensure regulatory and Consumer Duty alignment, and deliver coordinated support to achieve business objectives.

Lead and execute multi-channel paid acquisition to scale efficient customer growth. Launch and optimise paid media campaigns, manage budgets for ROI, report on KPIs, ensure FCA-compliant promotions, collaborate with brand, product, design and analytics to improve landing pages and onboarding, and support broader marketing and partnership activity.

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.

Provide administrative support to investment managers: handle phones and paperwork, prepare suitability letters and investment proposals, distribute valuations and tax packs, assist account openings and payments, support client meetings, and build client and stakeholder relationships while progressing toward a Trainee Investment Manager role.

Support the Head of Advice Standards to adapt and maintain Quilter Cheviot's Financial Planning Advice Standards. Deliver transition work, ensure consistency across advice collateral, perform impact assessments, manage the regulatory change calendar, produce MI, support change implementation and stakeholder engagement across front office, risk, compliance and senior leadership.

Manage reviews, updates and delivery of customer forms and literature for Quilter Platform Operations. Ensure materials meet customer, brand and regulatory standards; apply best practice and behavioural science; plan and track changes; proofread and support approvals; use insight to drive improvements; and build stakeholder relationships to resolve queries and reduce risk.

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.