Quilter

Role Description This is a high-impact opportunity to shape how strategically aligned Quilter Partner Hub firms transition through acquisition and into the Employed business. The role will play a central part in ensuring integrations are well planned, professionally executed and aligned to our long-term operating model, while maintaining strong relationships with firms throughout the process. - The Senior Advice Integration Manager will be instrumental in building a successful Employed National business, working across internal and external stakeholders to navigate commercial, legal, operational and compliance considerations. - This role requires strong judgement, disciplined delivery and the ability to track progress against agreed business and integration outcomes, ensuring each transaction is translated into sustainable value for the wider business. - The Advice Integration Manager is responsible for providing our Quilter Partner Hub firms with expert advice and guidance throughout the acquisition of their business and integration into Quilter Financial Advice (QFA). - You will develop, own, and execute the end‑to‑end integration strategy for newly acquired Quilter Hub firms, including integration roadmaps, workstreams, milestones, and KPIs to ensure a disciplined and coordinated approach. - This will include development and delivery of comprehensive change‑management plans that minimise disruption and accelerate adviser adoption of new systems, processes, and ways of working. - You will lead and coordinate cross‑functional teams (e.g., Finance, HR, IT, Legal, Operations, Communications) to deliver a seamless integration experience ensuring compliance, operational stability and continuity of service throughout integration. - You will build strong relationships with acquired Quilter Partner Hub leadership teams to foster trust and collaboration throughout the integration journey. - You will act as a diplomatic and credible representative of Quilter Financial Planning (QFP) during sensitive post‑acquisition periods. - You will work closely with the Employed National Director to ensure a cohesive and seamless transition for Hub firms through the acquisition and integration process, in line with contractual timelines specific to each firm. - You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance. - Work across the wider Quilter business to ensure an integrated client offering is in place where appropriate. Qualifications - Experienced, credible and resilient integration leader with a strong track record delivering complex change within a regulated financial services environment. - Ability to combine commercial judgement with delivery discipline. - Ability to build trust quickly with acquired firm principals and senior stakeholders. - Exposure to acquisition or integration activity would be advantageous. Requirements - Post‑acquisition integration: Experience leading end‑to‑end integration or large-scale transformation, shaping the integration approach, sequencing workstreams, and translating strategy into a practical, adviser‑ready plan. - Programme delivery discipline: Strong programme management capability, creating and maintaining integration roadmaps, RAID, governance, milestone tracking, and KPI/benefit reporting. - Senior stakeholder influence: Highly effective at influencing without authority across a matrix of stakeholders (Finance, HR, IT, Legal, Ops, Comms, Risk/Compliance). - Commercial acumen and sound judgement: Able to understand contractual timelines, commercial constraints and integration risk points. - Regulatory and risk mindset: Comfortable operating within governance frameworks, partnering closely with Risk and Compliance. - Deep advice market understanding: Strong knowledge of how adviser firms operate and the realities of adoption. - Change adoption and communications: Proven ability to accelerate adoption of new systems, processes and ways of working. - Personal effectiveness: Highly organised, self-directed and resilient; thrives in ambiguity, remains calm under pressure. Benefits - Holiday: 182 hours (26 days) - Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. - Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. - Private Medical Insurance: Single cover as standard with options to increase cover to include your 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.

Role Description In this role you will be part of a friendly team who actively manage the diaries for 100's of financial advisers throughout the UK. The role is a telephone based home working role where you will be dealing with clients from all demographics of the UK who are seeking financial advice. - Using our CRM system to find out about the client’s needs. - Finding the right adviser for the client and booking an appointment in our CRM system. - Liaising with clients and financial advisers on a daily basis. - Providing a varied and interesting role that offers some flexibility. - Full training and support will be given in the role. Qualifications - Strong experience in dealing with clients, either face to face or on the telephone. - Competent in software such as Word and Excel. - Extensive experience in call-handling, dealing with a large volume of inbound and outbound calls. - Ability to take ownership in your role and prioritize and multitask effectively. - Desirable: Financial services background. Requirements - 1 late shift per week (11:30am until 19:30pm) (flexible on which day). - Normal hours (9-5) for the rest of the days in this week. - 1 Saturday shift every 5 weeks, with a half-day (9am-12pm) the day before. - Saturday shift from 10am until 2pm. Benefits - Holiday: 182 hours (26 days). - Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme. - Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. - Private Medical Insurance: Single cover as standard with options to increase cover to include your 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. - Range of flexible benefits available to UK employees, payable via salary deduction.

• Build and extend integrations with CAD vendors' file formats and scripting systems. • Reverse-engineer proprietary binary and text-based formats. • Help shape Quilter's internal PCB representation. • Write robust, well-tested code. • Use and help build the next generation of agent-powered workflows. • Own features end-to-end: design, implementation, testing, rollout.

Role Description As a Paraplanner in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the national. - Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors. - Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP. - Use research tools to analyse data and provide solutions to meet clients’ needs and objectives. - Evidence reports to support research undertaken. - Liaise with providers to obtain information. - Manage central data systems and trackers. - Embrace digital ways of working and enhance efficiencies. - Work with the wider QFA team to contribute to Quilter’s strategic priorities. Regulatory obligations: - Ensuring the accuracy and quality of financial reports and recommendations. - Supporting Financial Planners with detailed research and analysis to inform client strategies. - Streamlining processes to enhance efficiency and service delivery. - Collaborating with team members to ensure a cohesive approach to client care. - Using digital tools to improve data management and reporting accuracy. - Providing timely and reliable information to assist in decision-making. Qualifications - Extensive ability to manage and prioritise tasks effectively. - High level of accuracy, especially in writing tasks. - Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions. - Comfortable managing multiple tasks simultaneously and meeting tight deadlines. - Maintains a positive outlook and builds strong relationships with both internal and external stakeholders. - Experience within the financial planning industry, understanding processes and recommended products. - Proficient in Microsoft Office, including Word, Excel, and Outlook. Requirements - Detail-Oriented: Ensures accuracy and thoroughness in all tasks. - Proactive Problem Solver: Takes initiative to identify and solve problems. - Resourceful: Able to find quick and clever ways to overcome difficulties. - Efficient Multi-tasker: Manages multiple responsibilities effectively. - Relationship Builder: Develops and maintains strong working relationships. - Positive and Professional Attitude: Approaches work with a positive and professional manner. Benefits - Holiday: 182 hours (26 days) - Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. - Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. - Private Medical Insurance: Single cover as standard with options to increase cover to include your 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.

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 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! About the Role Level: 4 Location: Fully Remote, with occasional travel Department: Adviser & Client Support HUB Contract: Permanent Our Financial Planner role is to provide predominantly remote Financial Advice to existing clients and new clients via media’s such has Teams, Zoom or the telephone however occasional face to face maybe required. You will also support strategic initiatives in the National with concentration on the movement of back book assets under advice. You will follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice as well as referrals to specialists where required. Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers / clients’ financial goals. You will carry out annual reviews and identify more complex customer / client requirements and ensure the right advice is provided or relevant referrals are made. Working with the wider QFA team to ensure the team are contributing towards the Quilter strategic priorities, which are: - Grow with our customers - Enhance Efficiencies - Embrace Digital - Be a responsible Wealth Manager Regulatory obligations Consumer Duty This role will directly impact good customer outcomes as direct client contact will be made to deliver an ongoing service. The ongoing service is expected to be of high quality and meet client expectations. The duties you will perform will contribute to the overall positive outcomes for our customers by ensuring their needs are correctly identified, and advice/recommendations are provided based on their personal circumstances. About You The ideal candidate will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. We would also want someone who has previous or current Financial Planner status. You must have a Level 4 diploma in Financial Advice which is essential to the role. You will be an excellent, clear communicator and be able to act with focus and care towards the client. Adaptable by nature and who can work professionally and ethically. You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s as well as the ability to work under pressure and to manage good working relationships. #LI-remote #LI-FD1 #Quilter Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your 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 In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Fixed Term Contract Duration - 13 Months About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 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! About the Role As a Paraplanning in the Adviser Support Centre, you will work closely with advisers from within QFP and support adviser campaigns across the National. Build, develop, and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors. Create comprehensive suitability reports that exceed the minimum quality standards expected by QFP. Use research tools to analyse data and provide solutions to meet clients’ needs and objectives. Evidence reports to support research undertaken. Liaise with providers to obtain information. Manage central data systems and trackers. Embrace digital ways of working and enhance efficiencies. Work with the wider QFA team to contribute to Quilter’s strategic priorities. About You Key Essential Experience, Skills, and Knowledge for a Paraplanner: - Organisational and Planning Skills: Extensive ability to manage and prioritise tasks effectively. - Attention to Detail: High level of accuracy, especially in writing tasks. - Curiosity and Proactiveness: Naturally inquisitive and proactive in problem-solving, resourceful in finding solutions. - Multi-tasking Ability: Comfortable managing multiple tasks simultaneously and meeting tight deadlines. - Positive Attitude: Maintains a positive outlook and builds strong relationships with both internal and external stakeholders. - Industry Experience: Experience within the financial planning industry, understanding processes and recommended products. - Technical Proficiency: Proficient in Microsoft Office, including Word, Excel, and Outlook. Must-Have Behaviours and Competencies: - Detail-Oriented: Ensures accuracy and thoroughness in all tasks. - Proactive Problem Solver: Takes initiative to identify and solve problems. - Resourceful: Able to find quick and clever ways to overcome difficulties. - Efficient Multi-tasker: Manages multiple responsibilities effectively. - Relationship Builder: Develops and maintains strong working relationships. - Positive and Professional Attitude: Approaches work with a positive and professional manner. Mandatory Professional Qualifications: - Level 4 Diploma in Regulated Financial Planning (or equivalent). #LI-remote #LI-FD1 #Quilter Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Healthcare Cash Plan: Jersey employees only. Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Summary Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide! Are you exploring your next career move and looking for a role where you can make a meaningful impact? Do you: • Enjoy helping others? • Have a strong network of personal and professional connections? • Aspire to build a fulfilling career with flexibility and purpose? If so, Quilter Academy could be your route to achieving your aspirations.About the Role We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter. This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser. What We Offer: A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning. For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser. A proposition that can lead to a secure financial future with the potential to build a business with capital value. About You What We’re Looking For: - Individuals with varied career journeys , life experience who bring unique perspectives and insights, with a positive outlook and ability to network. - Strong interpersonal skills and a commitment to building meaningful client relationships. - Analytical thinkers with attention to detail. - Trustworthy individuals capable of managing financial responsibilities. - Motivated individuals who are interested in self-employment and shaping their own career path. Essential Requirements: - The right to work in the UK and appropriate visas for a minimum of 5 years. - At least 5 years of career history. - A satisfactory credit history (required for regulatory purposes). - Ability to travel for client meetings – Full driving license Could this be you? If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step. Apply today and start your journey toward a fulfilling new career as a financial adviser.

• Own problems end-to-end from exploratory R&D through production-hardened, maintainable systems • Develop and extend GPU-accelerated code in PyTorch and CUDA C++ • Work across a broad modeling landscape including RL, graph neural networks, black-box/classical optimization, and generative modeling • Formulate objectives, model constraints, and debug numerical behavior in the stack • Contribute to technical direction and research strategy alongside senior teammates

• Design, build, and maintain ML infrastructure across training, evaluation, serving, and monitoring • Own data pipelines including generation, cleaning, validation, and versioning • Build and improve experiment tracking, orchestration, and reproducibility tooling • Implement and maintain CI/CD pipelines and A/B testing infrastructure • Lead and formalize design review processes across the team • Identify architectural risks early and guide the team toward sustainable systems decisions

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 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! About the Role Level: 5 Department: Distribution Location: Homebased, United Kingdom Contract Type: Permanent Regulated/Non-Regulated: Non-Regulated The Investment Sales Directors represent the Quilter Investment team, promoting our market leading multi asset capabilities to financial advice businesses. The primary focus is on the growth and retention of our multi asset investment solutions. You will take responsibility for a region and promote our investment solutions to advisers in this area. You will act both independently and in co-ordination with platform sales colleagues to deliver a sales target for your region. As a thought leader, you will support our sales and relationship management teams with technical knowledge, sales ideas, and planning activity around our multi asset investment solutions. Working closely with our marketing teams, you will help to develop appropriate presentations and collateral which bring to life the value of Quilter multi asset investment propositions. You will be called upon to present at industry events and conferences to a high standard on both the main stage and within break out environments. And by engaging with leading financial adviser firms, you will simplify technical complexity and ensure that key messages are clear, relevant, and understood. Consumer Duty Whilst this isn’t a directly customer facing role, the duties you will perform will impact good customer outcomes by ensuring that we clearly and simply articulate the benefits, positioning, and performance of our investment solutions to advisers with potential new investors and/or existing clients. This supports the Consumer Understanding and Consumer Support outcomes of the Consumer Duty. About You You will have extensive distribution experience of multi asset investing to financial advice firms. In addition, you will have a thorough knowledge of associated areas such as financial markets, economics, and regulation. As a strong and articulate presenter, you will have the ability to simplify complex messages so that they are easily understood by a wide range of audiences. You will be able to operate as part of a high calibre team, with the ability to work with a wide and diverse range of people. Ideally you will have a background working with UK financial advisers, ensuring that good customer outcomes have been met through provision of appropriate technical investment-related information. Ideally you will have full Chartered Status within CII/PFS route and or CFA or progress towards. #LI-IC1 #LI-remote Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your 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 In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.