Teams at Quilter

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.

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.