Quilter

Role Description At Quilter, our purpose is to help create brighter financial futures for every generation. We do this by supporting advisers and their clients in navigating the complexities of financial planning with confidence, care, and clarity. By combining strong relationships, innovative technology, and a commitment to high-quality advice, we enable advisers to build more successful, sustainable businesses while delivering better outcomes for the people they serve. Our focus is on making it easier to do business, continually evolving how we work to meet the needs of a changing world. As a member of the Distribution team, this vital role provides dedicated expertise to assist the Head of Advice Development and the wider leadership team. This is a great opportunity to support the development of the advice business of tomorrow by working with new technologies and new ways of working to secure Quilter’s position as one of the most progressive advisory firms in the UK. You will: - Support the Head of Advice Development in enabling Quilter Channel teams to operate effectively. - Ensure robust governance, adherence to policies, and continuous improvement in how activities are delivered. - Drive the ongoing development of the function, working across a broad stakeholder network. - Identify opportunities to enhance processes, streamline ways of working, and embed best practice. - Implement, optimise, and develop tools and processes that improve efficiency and effectiveness. - Support the rollout and continuous enhancement of AI-enabled solutions. - Act as a connector between teams, data, and processes. - Contribute to the design and refinement of reporting, governance processes, and operational controls. - Lead on the coordination and continuous improvement of governance and reporting activities. - Support the preparation and ongoing improvement of regulatory processes. - Champion a mindset of continuous improvement. Qualifications - Excellent stakeholder management with the ability to build effective relationships. - Results orientated and natural problem solver. - Highly organised with strong attention to detail. - Self-disciplined and ability to work to tight deadlines. - Excellent verbal and written communication skills. - Resilience and adaptability. - A strong work ethic and ability to perform under pressure. Requirements - Ability to multitask and manage longer-term projects alongside a busy day-to-day agenda. - Ability to communicate negative and positive messages effectively. 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. - Private Medical Insurance: Single cover as standard. - 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 This is an exciting opportunity for the right candidate to work with Network AR firms and self-employed National advisers, helping them “Run”, Profitably, “Grow”, sustainably and then when the time comes “Exit,” with confidence. You will take a business consultant approach to adding tangible value to our AR firm and adviser businesses. - Responsible for providing Appointed Representative (AR) firms and National advisers with objective advice and assistance relating to the strategy, structure, management, and operations of their business. - Ensure that good customer outcomes are at the centre of decision making. - Work with a panel of Strategic Partner and Key Account AR firms and National advisers to understand their business positioning and support future development. - Own commercial drivers and maintain the integrity of contractual relationships. - Collaborate with colleagues and stakeholders to deliver coordinated support to AR firms. - Develop a strong sense of team and actively seek cross collaboration opportunities. - Responsible for delivery of campaigns & initiatives across your region. - Manage two Relationship Managers within your designated region, overseeing their effective management of AR firms and National advisers. - Work closely with the Head of Adviser Relationships to contribute to key strategic and performance objectives. - Contribute to the effective onboarding of new AR firms and National advisers. - Work compliantly and in partnership with all other functions within Quilter Financial Planning. - Ensure an integrated client offering is in place where appropriate. Qualifications - Wealth of experience working in a financial services’ sales environment. - Deep understanding of the operations of different types of AR principals and Advisers. - Broad understanding of how Firms and Advisers work and how to build strong professional relationships. - Experienced in operating in a Financial Advice network. - Wide knowledge and comprehensive understanding of all product sectors, distribution channels, industry, and regulatory landscapes. - Detailed knowledge of wealth, mortgage, and protection propositions including Platforms and asset gathering. - Good knowledge and understanding of Compliance requirements and operating within a risk-managed environment. - Strong understanding of commercial drivers, profitability levers, adviser economics, and business performance metrics. - Excellent communicator with the ability to adjust style depending on the audience. - As a people manager, set a strong performance culture aligned to Quilter’s strategic priorities. - Role model Quilter’s values, acting with integrity and putting customers at the heart of decisions. Requirements - Ability to navigate complex political environments and manage multiple stakeholders. - Experience in coaching and developing Relationship Managers. - Build an environment where diverse views are welcomed. 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. - 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. - Flexible benefits available to UK employees via salary deduction.

Role Description This is an exciting opportunity for the right candidate to work with Network AR firms and self-employed National advisers, helping them “Run”, Profitably, “Grow”, sustainably and then when the time comes “Exit,” with confidence. Our Relationship Managers are expected to: - Develop business to business relationships with Appointed Representative (AR) firms and National self-employed advisers. - Provide objective advice and assistance relating to the strategy, structure, management, and operations of their business. - Ensure that good customer outcomes are at the centre of decision making. - Work with a panel of AR firms and advisers across a broad geographical area to understand their short, medium and long-term goals. - Collaborate with AR firm principals and National advisers to deliver a strategy and plan to achieve those objectives. - Collaborate with colleagues and stakeholders to deliver appropriate and coordinated support to AR firms. - Contribute to the effective onboarding of new AR firms and new National advisers. - Work compliantly and in partnership with all other functions within QFP including Risk and Compliance. The duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. Qualifications - Wealth of experience working in a financial services’ sales environment. - Deep understanding of the way in which different types of AR principals and Advisers operate. - Broad understanding of the way in which Firms and Advisers work. - Experienced in operating in a Financial Advice network. - Wide knowledge and comprehensive understanding of all product sectors, distribution channels, industry, and regulatory landscapes. - Detailed knowledge of the wealth, mortgage and protection propositions including Platforms and asset gathering. - Good knowledge and understanding of Compliance requirements and operating within a risk managed environment. 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.

Role Description We are seeking a highly skilled and proactive NHS Pensions Administrator with a strong finance background to support our growing team. You will play a vital role in handling NHS pension queries, supporting clients, and ensuring compliance with the latest regulations, including the McCloud Remedy. - Oversee the client onboarding process, liaising with financial advisers, accountants, and NHSBSA - Gather and review client information to ensure data accuracy - Follow up with clients and third parties for outstanding information - Maintain regular client communication to update them on case progression - Accurately input data and update internal systems - Assist in preparing detailed NHS pension analysis Qualifications - Proven experience in NHS pensions administration or a related professional services setting (e.g., accountancy, payroll, or financial services) - Strong organisational skills and the ability to prioritise workloads efficiently - Proficiency in Microsoft Office tools (Word, Outlook, Excel) - In-depth knowledge of the NHS Pension Scheme, including different scheme variations and how they impact members - Understanding of public sector pension reforms, particularly the McCloud Remedy, and how it affects pension calculations - A solid grasp of payroll fundamentals, including payslips, gross pay, taxable pay, and pensionable pay - Excellent communication skills, both written and verbal, with a professional approach to client interactions - High attention to detail, ensuring accuracy in a professional, compliance-driven environment Requirements - Strong knowledge of tax implications related to NHS pensions, including annual allowance, lifetime allowance, and pension tax relief - Experience handling complex pension queries and providing guidance on pension scheme membership, contributions, and retirement planning - GP Pension calculations Benefits - Holiday: 182 hours (26 days) - Quilter Incentive Scheme: All employees are eligible to participate in the 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 The main purpose of the role is to work with the Distribution Director and the UK Sales Leadership team to support the delivery of the function’s objectives and strategic goals. - Effective diary management; co-ordinating meetings, highlighting/resolving clashes, accepting/declining invites, organising delegate attendance, and liaising with the Heads of Sales on the urgency/importance of meetings. - Supporting office visits and other external meetings, e.g. travel time, parking at Quilter House, rooms for meetings. - Scheduling recurring meetings; monthly team meetings, 1:1s, regular check-in meetings with key stakeholders around the business. - Regular catch-up meetings with the Heads of Sales to review outstanding queries/emails using a pre-prepared action list. - Inbox management; flagging important emails requiring action, deleting junk email, and responding to emails where possible, including adviser emails. - Input expenses for the Heads of Sales and approve direct reports’ claims on behalf of the Heads of Sales, using Workday. - Book travel as required for the Heads of Sales, using Click Travel system, keeping within agreed budget limits. - Input relevant information onto the Gift Register for the Heads of Sales, including adviser meetings where hospitality has been provided. - Organising the monthly team meetings for each region – building the agenda, arranging guest speakers, and booking meeting rooms/refreshments. - Ensure invoices are processed efficiently, with costs correctly coded, approved, receipted within deadlines, and emailed to Finance for crossmatching. - Supporting the recruitment process for Distribution as required, including raising vacancy requisitions via Workday, agreeing interview slots, and co-ordinating new starter IT equipment. - Compiling induction plans for new starters, including introductory meetings with colleagues, scheduled training/CBTs, and a visit to Quilter House. - Supporting meetings and events as required, booking meeting rooms/refreshments, providing attendee lists/dietary requirements, and raising POs for Marketing Events team. - Maintenance of an established digital filing system for PA team access. - Maintenance of the Consultant Information spreadsheet with correct data. - Maintenance of the Starters/Leavers Tracker spreadsheet with correct data. - Maintenance of the Structure Chart for Distribution and share with relevant areas. - Maintenance of the Study/Exams spreadsheet with correct data. - Maintenance of the Events Log spreadsheet for internal meetings and adviser meetings. - Regular review of the Sales PA mailbox, particularly in the event of team absence. - Contribute to audits as required, highlighting recurring issues or complaints. - Ensure adherence to regulatory and legislative policies and procedures. - Responsibility for ongoing review and streamlining of relevant Sales processes/procedures. - Actively contribute to the ongoing improvement and efficiency of processes across the department. Qualifications - Excellent communication and organisational skills. - Ability to manage own time to deliver to deadlines. - Ability to work with discretion and privacy when dealing with sensitive data. - Excellent attention to detail and ability to methodically work through requirements. - Ability to work as a team player. - Professional approach. - Adaptable to change. - Previous experience as a personal assistant. 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. - Healthcare Cash Plan: Jersey employees only. - Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. - Flexible benefits available to UK employees via salary deduction.

Role Description At Quilter, we’re strengthening our exposure management capability across on-prem, cloud and externally facing estate. This role is central to driving a risk-based vulnerability management programme — combining high-quality scanning and asset insight with cloud posture and attack surface intelligence — so that remediation is prioritised where it matters most and delivered with pace and measurable outcomes. The Vulnerability Management Specialist is responsible for the end-to-end vulnerability management lifecycle, including: - Detection - Triage - Prioritisation - Tracking - Assurance of remediation across infrastructure, endpoints, applications and cloud platforms The role also supports Cloud Security Posture Management (CSPM) activities, including monitoring of cloud security benchmark compliance and CSPM “attack paths”, and integrates Attack Surface Management findings to reduce exposure from unknown or unmanaged internet-facing assets. The successful candidate will be hands-on with enterprise vulnerability tooling and will partner closely with infrastructure, cloud engineering, application teams and third parties to ensure remediation is delivered within defined service levels and supported by clear reporting and governance. Qualifications - Significant hands-on experience operating enterprise vulnerability management tooling, with deep expertise in Qualys (VMDR) across complex environments. - Strong experience with Azure CSPM operations: triage, prioritisation, remediation routing, and assurance. - Practical experience with Attack Surface Management concepts and workflows. - Deep understanding of how code-based and software component vulnerabilities are discovered, exploited, and weaponised. - Proven ability to run a risk-based vulnerability programme. - Confident communicator who can explain technical vulnerabilities, exploitation likelihood, and remediation options to varied audiences. Requirements - Experience integrating vulnerability management with broader security tooling and control frameworks. - Experience in regulated environments, with evidence-led reporting and governance expectations. 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. - Healthcare Cash Plan: Jersey employees only. - Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.