Investment Strategist

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: 6
Location: London – hybrid
Contract: Permanent
Department: Investment

Reporting into and working closely with the CIO – you will act on their behalf in conferences and face‑to‑face interactions with journalists, clients, and advisers, comfortably and confidently discussing markets and macro‑economic events. As the Investment Strategist for QI, you will partner the wider Quilter External Communications team to collaboratively build Quilter Investors’ profile through media coverage, including television, radio, print and online – and will use your own research and expertise to co‑create content to support PR and marketing communications, such as written, video or podcast materials. There will also be an expectation to maintain an active social media presence, especially via Twitter and LinkedIn.

You will work with our Global Partners and in‑house Investment team to leverage their research capability and create interesting investment output, helping to establish QI as a source of high‑quality investment research and insight. Additionally, you will be able to chair our Tactical Asset Allocation meetings, helping to establish how our clients’ assets are positioned and produce appropriate material to communicate this to all of our stakeholders.

About You

To be successful in this role, you will ideally be CFA qualified with substantial investment experience in asset or wealth management. You will have good working knowledge of economics, financial markets, key asset classes, ESG and be confident and comfortable discussing investment process, performance, and risk. You will also be comfortable using data to construct media narratives and secure opportunities for Quilter (knowledge of Bloomberg and FactSet would be an advantage).

The ability to communicate effectively in spoken and written formats is essential for this role, as is the ability to think fast, using your own depth of knowledge to naturally adapt messages to different audiences, such as advisers and consumers. Strong media skills are ideal, but full training will be provided. This role will include many early starts and late finishes dependent on media bookings (for example BBC Wake Up To Money) and the news agenda. Willingness to be flexible with time and responding to ad‑hoc media requests is a must. Media profile and media contacts would also be preferable, but not essential. You will need to be willing and able to travel, to be present at industry and company events. The majority of these will be day/evening only and in the London area but will from time to time be national and include overnight stays (an example being Quilter Financial Planning syndicates).

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: 4× 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.