Early Careers Programme - Investment Management

Early Careers Programme – Investment Management

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland, the Channel Islands and Dubai.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024).

If you want to play a part in shaping the future of our business, bringing new ideas and challenges, then now is a great time to join us.

A message from our CEO: At Quilter Cheviot, we are committed to creating the opportunity for colleagues to build long and successful careers. Having personally joined this business as a trainee over 30 years ago, I am particularly pleased to introduce our 2025 Quilter Cheviot Early Careers Programme, now in its third year, which will provide committed and talented individuals from all backgrounds the chance to break into the wealth management industry.

Our objective is to help you develop the skills, knowledge, and connections you need to succeed in this field; and for you to introduce fresh perspectives and diversity of thought and ideas to our business. We are committed to providing our interns with meaningful work, mentorship from our experienced team, and a supportive and inclusive workplace.

About the Role

Level: 1

Location: London

Contract: Fixed Term Contract 12 months

Department: Investment Management

Salary: Up to £30,000 per annum

On this 12-month programme with Quilter Cheviot, you will gain valuable hands-on experience in the world of investment management. Over the course of the programme, you will have the opportunity to rotate through three core departments, providing you with a well-rounded understanding of the company and its activities.

The 12-month fixed term contract will be located at our headquarters in London; however, upon successful completion of the programme, you may be offered a position within one of our front office teams, nationwide.

You will be exposed to the daily tasks and responsibilities associated with investment management, as well as working on challenging ad-hoc projects, allowing you to put your skills and knowledge into practice. The teams you will be joining are:

Investment Management – responsible for interacting with clients, managing investments, and making strategic financial decisions.

In our investment management teams, you will play a crucial role in supporting our investment managers. Your responsibilities will include assisting with portfolio reviews, day-to-day administration support, documenting client relationships, and preparing client presentations and reports. You may also have the opportunity to arrange and attend investment meetings with our clients.

Research – responsible for analysing financial markets, identifying investment opportunities and making recommendations to our investment management teams. Time may also be spent with the Responsible Investment team to give exposure to all areas that support Research in their work.

Providing overall support to our Research teams, responsibilities include assisting with stock and fund analysis and supervised stock and fund research, developing and distributing research material and presentations, and ad-hoc administrative duties.

Operations – responsible for ensuring the smooth and efficient functioning of our operations across a wide range of specialist areas, including trade processing and settlements, revenue management, account opening, valuations, records, CASS governance, custody (processing client joiners and leavers), ISA administration, dividends, corporate actions, operational tax, MPS administration, and cashiering.

As part of the Quilter Cheviot programme, we will support you in obtaining Unit 1 of the CISI Investment Operations Certificate, the ‘Introduction to Securities and Investment’.

At Quilter Cheviot, we value inclusivity, and on this programme, you will be a part of our dynamic and supportive work environment. You will have the chance to connect and collaborate with colleagues and make lasting professional relationships.

About You

The Quilter Cheviot Early Careers Programme in Investment Management is open to candidates with or without a degree; all we request is that you have completed all your studies prior to September 2025, when the programme starts.

Should you then be successful in completing the programme and then go on to be offered a permanent role within our Investment Management teams, you will be required to study towards the relevant qualifications to be certified in your role.

In addition, we also ask that:

• You have a passion for finance and investment management, with an eagerness to learn about our industry.
• You have excellent analytical skills, a keen attention to detail, and a curious mind.
• You have excellent written and verbal communication skills.
• You are a team player, with the ability to work effectively with colleagues across different departments.
• You have clear and concise communication skills to liaise effectively with various stakeholders and clients.
• You are proactive, with a can-do attitude and eager to take on new challenges.
• You have a strong work ethic and want to grow your career in investment management.
• You are proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook etc.).

We are unable to provide sponsorship for this programme and can only consider candidates who have the right to work in the UK.

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 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.

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.

About Us

We create brighter financial futures for every generation.

We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

Flexible Working

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.

Our promise to you

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility; we will try our very best to accommodate.

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