About The Position

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

Requirements

  • Strong understanding of the market and industry landscape
  • Experience working with UK Sales and Distribution, demonstrating insight into their strategic priorities or relevant experience in a sales-focused environment
  • Broad and deep expertise across multiple related disciplines
  • Stay informed about current trends and challenges within their area of specialism
  • Previous experience in Financial Services (essential)
  • Clear and confident communication skills, with strong numeracy and literacy skills—typically gained through higher education or equivalent experience
  • Experience leading teams in relationship management settings, consistently delivering high-quality outcomes
  • Contributed to the development and implementation of strategic policies
  • Understand risk and control frameworks, and can identify and manage risk effectively
  • Thrive in fast-paced environments and can meet tight deadlines

Responsibilities

  • Partner with Operations to improve Customer, Adviser and key external relationship experiences
  • Own and drive initiatives and plans for Business Partner Support and Onboarding Team and Sales Support Team, to meet high service level requirements
  • Manage relationships with key Adviser firms, to include meetings with these firms to discuss service
  • Monitor and own escalations from Advisers/Distribution to help maintain relationships
  • Support Sales with delivering their targets and strategic plans in alignment with Operations
  • Develop, adapt and execute functional business plans in line with agreed budgets and resourcing, and that operate within the risk and compliance framework
  • Agree and sign off strategic communications to advisers
  • Ensure readiness for Distribution Support in preparation for delivering Platform changes, including overseeing the move to Active Ops, and driving efficiencies and service improvements using AI tools such as CoPilot
  • Drive efficiencies through capacity planning, performance monitoring and make data driven decisions
  • Coach and guide own management team to be the best people managers they can be

Benefits

  • 182 hours (26 days) holiday
  • Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution
  • Non-contributory company pension scheme that can be boosted through personal contributions
  • Single cover private medical insurance with options to increase cover to include partner or children
  • Life Assurance: 4x your salary
  • Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence
  • Healthcare Cash Plan: Jersey employees only
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