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Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.About the Role
Level: 4
Location: London - Hybrid working
Contract: Permanent
Department: Investment Management - Charities
This is a fantastic opportunity to join the Quilter Cheviot charities team who manage £2.1bn AUM for over 670 clients as at June 2025.We are looking for an ambitious and dynamic individual to assist an Investment Director with their large client bank. This is a dual role where the successful candidate will be managing client portfolios for both charities and private clients. You will supporting in the servicing and relationship management of our existing clients, whilst also being given the opportunity to grow your own client book.
Key responsibilities include:
To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require.
To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures.
To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is maintained up-to-date and properly documented.
To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client.
To have a full understanding of the firm’s investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making.
To participate in the Charity Models investment committee which oversees the models for our charity portfolios.
To participate in tender processes and beauty parades, either as an individual or as part of a team with the aim of growing the existing client base.
To participate in prospecting for new business through events or conferences where required to develop new business opportunities.
To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients.
To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.
Consumer Duty.
This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money.
Senior Managers & Certification Regime (SMCR) Roles
4) Functions requiring qualifications
7) Client-Dealing
About YouThe successful candidate will possess a deep interest in, and understanding of, financial markets, demonstrate strong technical abilities while also displaying excellent communication and presentation skills.
Working collaboratively with colleagues – both within the team and across the wider business – this individual will be focused on delivering an exceptional level of service to our clients while helping to support the growth of the Charities team.
Level 7 Chartered Wealth Manager or equivalent is essential
Experience from within a Investment Management Charities is preferred but not required
#LI-VS1 #QC #QuilterCheviot
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.
Quilter London, England Office
Senator House, 85 Queen Victoria Street, , England , London, United Kingdom, EC4V 4AB
