Quilter

Customer Support

• Define and deliver Quilter's customer experience and insight strategy, driving the Customer Champion agenda across the Group.
• Provide ExCo and the Board with a single, evidence-based view of customer needs, behaviours, outcomes and emerging trends.
• Drive end-to-end journey improvement, focusing investment on the moments that matter most to customers and the business.
• Own customer communications and digital experiences, ensuring they are clear, accessible, inclusive and compliant.
• Build and inspire a high-performing multidisciplinary team, partnering across Product, Digital, Operations, Distribution, Marketing, Risk and Technology.

Customer Experience & Insight Director

Solutions Engineer

• Architect and extend integrations with CAD vendors' file formats and scripting systems.
• Lead reverse-engineering of proprietary binary and text-based formats.
• Drive the evolution of Quilter's internal PCB representation.
• Write robust, well-tested code.
• Use—and help build—the next generation of agent-powered workflows for CAD reverse engineering.
• Own features end-to-end: design, implementation, testing, and rollout.

Senior/Staff Software Engineer – AI-Native CAD Integrations

Data Analyst

• Design and build a scalable cost to serve model covering the full value chain, mapping cost drivers to operational activities using activity-based costing principles.
• Integrate multiple data sources (eg, finance, operations etc) into a unified analytical model.
• Extract, cleanse, and transform large datasets from operational systems and establish repeatable processes for updating the model.
• Ensure data quality, consistency, and documentation of assumptions.
• Develop flexible models to simulate different scenarios to quantify financial and operational impacts under different scenarios.
• Drive analysis for other data initiatives to support our ambition
• Translate complex outputs into clear business insights for stakeholders and provide actionable recommendations aligned to operational excellence priorities.
• Collaborate with Finance, Operations, and data teams to validate assumptions and outputs.
• Act as a bridge between the technical data and business decision-making.
• Create and maintain documentation of models, methodologies, and assumptions, ensuring transparency, auditability, and version control.

Lead Data Analyst – Operational Excellence

Financial Planning and Analysis

• Join a fully supported career transition programme to become a qualified financial adviser.
• Help clients with their financial futures by guiding them through financial planning.
• Build meaningful client relationships and manage financial responsibilities.

Self-Employed Financial Adviser

• This is a key role within Quilter, engaging with multiple stakeholders across the Group, including senior stakeholders within Finance and the Business.
• The Financial Planning & Analysis teams ensure the successful delivery of regular financial management information and analysis for external reporting, preparation of the annual 3 year business plan, strategic target setting and the provision of regular monthly reporting and management information to the Quilter Board, Quilter Executive and Affluent Management Committees.
• The individual will be proactive at seeking opportunities for continuous improvement to enhance quality, efficiency and timely, insightful analysis that helps drive forward our business.
• Prepare Monthly Management Information and Quarterly Business Performance Review packs to management and the appropriate Management Committees, Excos and Boards.
• Understand, analyse and challenge financial and operational results to prepare insight into the business performance and advise improvements where necessary.
• Maintenance of the financial models for the reporting and forecasting of financial performance.
• Prepare the Business Plan financials and forecast packs for the Affluent business units based on the inputs provided by the Business Partnering team.
• Explore opportunities to streamline the processes and systems involved in the preparation of the plan.
• Providing data and analysis for inclusion in the Group’s Quarterly trading updates, Interim and Year End announcements, including the Supplementary Information disclosures relating to net flows, assets under management and administration (“AuMA”) and other related performance data;
• Providing responses to questions from external parties on the Affluent segment to the FP&A Manager for review.
• Close collaboration with team members around finance including Finance Business Partners, Capital, Tax, Financial Accounting, Group Expenses & Finance Change teams.
• Undertake and assist with ad hoc project work and deliverables as required.

FP&A Analyst – 6 Month FTC

Chief Operating Officer

• Support the delivery of IT and business audits across Quilter’s Internal Audit Plan
• Assess whether key risks are appropriately identified, reported, and effectively controlled
• Identify opportunities to strengthen governance, risk management, and internal controls
• Deliver audits end-to-end, working to agreed timelines, budgets, and quality standards
• Engage stakeholders to understand processes and key risks
• Perform risk-focused testing and root cause analysis
• Produce clear, practical audit findings and recommendations
• Keep stakeholders informed and build strong working relationships
• Deliver work in line with methodology, timelines, and budgets
• Perform quarterly Issue Assurance reviews
• Support risk monitoring and audit planning
• Review business MI (e.g. financials, incidents, complaints)
• Contribute to team initiatives, including continuous improvement and use of data/analytics

Audit Specialist – COO, Technology

Engineer

• Provide expert-level technical analysis across Microsoft Cloud, Infrastructure, Networking, Security and Automation domains.
• Build strong relationships with internal teams, partners, SMEs and senior stakeholders to ensure solutions are well-designed, secure and fit for purpose.
• Lead or support cross-team delivery initiatives, technical assessments and continuous improvement activities.
• Produce clear documentation including designs, BAU procedures, risk assessments, BIAs, DR plans and technical guidance.
• Support Quilter’s technology transformation initiatives including cloud adoption, infrastructure modernisation and zero-trust security uplift.
• Champion operational excellence, ensure risks are understood and mitigated, and support problem/incident resolution at an expert level.
• Share knowledge widely and mentor colleagues, growing capability within Infrastructure & Operations.
• Act as an ambassador for Technology, modelling Quilter’s values.

Infrastructure Technical Engineer

• This is a client and growth focused high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being rewarded for overall performance.
• You will grow the lower and high net worth aligned existing client base alongside utilising your own business development skills to grow the client base.
• You’ll have the backing of a strong brand, marketing support and specialist investment teams—so you can focus on doing great work for clients and winning new ones.
• You’ll drive deeper client engagement providing holistic advice to the existing clients’ and also new client growth increasing assets under advice and overall profitability.
• Using your own network (and warm leads from Quilter), you’ll build a strong pipeline and convert opportunities into loyal, long-term client relationships—supported by marketing, colleagues and discretionary investment specialists.
• Maintain and grow an existing client base.
• Win new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new relationships.
• Build and maintain a high-quality pipeline—running events, following up quickly and creating a consistent flow of new business.
• Own your growth plan and targets (activity, pipeline and conversion), with coaching and support from the Area Director and distribution partners.
• Keep everything compliant—meeting FCA requirements and Quilter values and standards, generating great client outcomes and documentation.
• Advancing QC’s external Brand and developing a strong personal reputation for your professionalism and the quality of your advice / client service.