• Ownership Mapping & Process Documentation • Policy-to-System Translation & Change Management • Cross-System Reconciliation & Analysis • Payment Integrity & Leak Detection • Revenue Validation • Escrow Operations & Governance • Decline Management & Payment Resolution • System Change Review & IT Guardrails • New Client Financial Onboarding • Exception Management & Escalation

• Calculate and validate monthly residual payments to agents, partners, and stakeholders. • Analyze residual payment trends to provide support and guidance to internal stakeholders and external partners on residual payment inquiries and issues. • Act as a point of contact for agents and partners regarding residual-related inquiries, providing timely and professional support. • Identify opportunities to automate and improve the residual payment process, reducing manual work and error risk. • Ensure alignment between contractual terms and billed amounts by identifying and addressing variances that support accurate billing and maximizing revenue potential. • Conduct regular audits of customer accounts to verify that billing accurately reflects the services rendered. • Conduct in-depth profitability analysis by evaluating the financial performance of products, sales channels, customer, etc. to identify areas of revenue enhancement or cost reduction. • Support the business with analytics on pricing, compensation plans and other projects. • Collaborate with cross-functional teams to ensure billing accuracy, propose, and implement billing system enhancements or upgrades to meet evolving business needs. • Function as a trusted business partner to leaders, peers and agents. • Utilize advanced analytical techniques to extract actionable insights from data. • Present findings in a clear and compelling manner to support informed decision-making. • Continuously evaluate emerging BI, AI and analytics technologies, tools, and platforms against the challenges and opportunities within the Finance team to elevate overall efficiency and sophistication of team’s processes and procedures. • Perform other duties assigned and provide operational support for ad-hoc projects as needed.

• Lead financial forecasting, budgeting, and long-term planning while developing robust sales and revenue models. • Oversee day-to-day accounting operations, including AP, AR, payroll, and cash flow management. • Own monthly board packs and financial reporting, translating data into actionable recommendations for the leadership team. • Partner with the CEO in board and investor interactions, providing clear financial narrative and insight. • Evolve our finance tech stack by selecting and implementing modern, scalable systems. • Build visibility into core financial metrics, including unit economics, margins, and department-level budgeting. • Establish financial controls, risk management frameworks, and audit readiness as the company scales. • Drive capital allocation decisions to balance growth, efficiency, and runway. • Support strategic initiatives such as partnerships, acquisitions, or new market entry through financial evaluation.

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.