Teams 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.