Jobs at Quilter

Delivers end-to-end events, webinars, podcasts, and video content for clients and professional intermediaries. Responsibilities include planning, attendee communications, speaker and supplier coordination, platform setup, live event support, content production, approvals, compliance, budgeting, performance reporting, and asset management. The role works across marketing, compliance, risk, legal, procurement, data protection, and external partners in a regulated financial services environment.

Provide regulated holistic financial advice to high-net-worth private clients while growing existing relationships and winning new business. Build referral networks, manage pipelines, run client events, increase assets under advice, and meet growth and conversion targets. Maintain FCA compliance, Consumer Duty standards, accurate documentation, and strong client outcomes while collaborating with marketing and discretionary investment specialists.

Design, build and maintain cloud-native data platform capabilities across Azure, Databricks and Microsoft Fabric. Deliver reusable, secure, and automated platform components (IaC, CI/CD), embed security-by-design, enable federated data use for analytics, ML and reporting, and support observability, monitoring, and platform reliability while collaborating with product, engineering, security and business stakeholders.

Provides administrative and coordination support for the Training & Competence function, maintaining records, systems, databases, and spreadsheets; coordinating inductions, examinations, training, CPD, and competence reassessments; managing professional memberships, invoices, budgets, and SharePoint resources; and supporting T&C projects. The role requires strong organisation, attention to detail, communication, stakeholder management, and Excel skills within a financial services environment.

Conducts independent compliance monitoring, thematic reviews, surveillance, and regulatory oversight across wealth management businesses. The role interprets FCA requirements, designs testing programs, evaluates controls, documents findings, recommends improvements, tracks management actions, and maintains the compliance monitoring framework. It requires collaboration across all three lines of defence, strong stakeholder management, analytical and communication skills, and experience in financial services compliance, assurance, or auditing.

Creates and manages social-first content, paid and organic social campaigns, YouTube activity, website content, email communications, and recruitment marketing. Monitors digital performance, applies SEO and AEO practices, supports customer acquisition and lead generation, and provides social media guidance to stakeholders. The role collaborates with marketing, communications, content, video teams, and agencies while ensuring content meets audience, business, and regulatory requirements.

Lead Quilter’s operational resilience testing and exercising programme, including strategy, annual planning, tabletop exercises, simulations, live tests, governance, risk prioritisation, reporting, and lessons learned. Coordinate stakeholders across technology, cyber, threat intelligence, business continuity, risk, and business teams. Track remediation actions, improve resilience maturity, maintain testing standards, and support crisis response through a 24/7 on-call rota.

Lead integration, operation, and strategic delivery of an outsourced platform. Manage vendor relationships, SLAs, roadmap, integrations, incidents, budgets, and compliance. Own product backlog, drive continuous improvement, coordinate migrations/upgrades, and report platform performance to senior leadership while leading a small platform team.

Manage end-to-end trade processing and settlement across multiple asset classes, handle reconciliations and exception resolution with custodians and counterparties, own regulatory reporting (MiFID II, EMIR, SFTR, Dodd-Frank), support onboarding of funds and instruments, drive process improvements and automation, manage third-party providers, and support UAT, governance, audits and compliance activities.

Leads enterprise workforce capability planning and development, identifying skill gaps and creating measurable capability roadmaps and programmes. Oversees AI adoption, leadership and customer capability initiatives, digital learning, mandatory and regulatory training, levy utilisation, and impact measurement. Partners with senior leaders, HR, Technology, Transformation, and external providers while managing a small capability team and embedding sustainable workforce and behavioural change.

Supports controlled client departures by monitoring leaver and account-closure workflows, authorizing outgoing payments, coordinating with internal teams, resolving issues, updating records, and escalating risks. Maintains regulatory and operational controls, produces workflow information, and contributes to process improvement, automation, procedure development, and cross-training within Custody & Nominees. The role requires strong organization, investigation, communication, stakeholder management, and careful use of digital and AI-enabled tools.