At a Glance
- Tasks: Support and enhance technology products, focusing on customer experience and CRM platforms.
- Company: Join Quilter, a leading wealth management business shaping financial futures.
- Benefits: Enjoy competitive salary, private medical insurance, and flexible benefits.
- Other info: Embrace a culture of inclusivity and continuous improvement.
- Why this job: Be part of a dynamic team driving innovation in wealth management technology.
- Qualifications: Experience with CRM platforms and a passion for customer-centric solutions.
The predicted salary is between 40000 - 50000 £ per year.
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 offers financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management across its Affluent and High Net Worth segments.
Our foundations are rooted in extraordinary expertise trusted by hundreds of thousands of customers, and we continually modernise to remain customer‑centric. If you want to be bold, bring new ideas and challenge what we do, it’s the perfect time to join us!
About The Role
We are seeking an experienced and passionate Product Analyst to maintain and support technology products within the business. The successful candidate will focus on customer experience and have deep hands‑on experience in supporting and configuring CRM‑type platforms. Preference for experience in the wealth management sector, strong attention to detail, and flexibility to work in both product support and high‑pressure change delivery teams on major product enhancements.
Key Responsibilities
- Product Support
- Provides first line support for user queries on Quilter technology products, application functionality, and data within the assigned business area.
- Supports third‑party products and in‑house developed applications, including configuration, data, intraday and overnight batch monitoring.
- Troubleshoots and supports system issues as they arise, tracking and monitoring.
- Tracks incidents and requests ensuring service delivery meets Quilter business unit requirements.
- Conducts research to respond to inquiries using available resources and identifies solutions or redirects issues to the appropriate resource.
- Uses best practices and frameworks such as ITIL while working on Incident and Problem management.
- Supports execution of integrations to other applications.
- Provides support during office and out‑of‑hours for assigned projects and tasks as required.
- Develops and maintains documentation of system configuration and operational procedures.
- Creates, maintains and communicates procedural guides and knowledge‑base articles for team and customer use.
- Assists project/change teams with ad‑hoc work as required.
- Partners with the assigned business area to understand new technology scope and its alignment with new functionality and security.
- Develops and maintains awareness of divisional and data security and complies with policies and procedures.
- Platform Configuration & Maintenance
- Configures and maintains platform components.
- Ensures configuration implementations adhere to specifications, aligning with product design, regulatory requirements, and operational best practices.
- Follows change and version management best practices, ensuring a high degree of control over live and development configuration states.
- Works with platform vendors to manage and migrate configuration changes across development, test and production environments.
- Quality Assurance & Testing
- Performs unit testing and provides configuration‑related support for integration, non‑functional and user acceptance testing (UAT).
- Validates configuration outcomes against business requirements and expected client behaviour.
- Works closely with Business Analysts and vendors to identify, record, triage and resolve defects.
- Change Delivery
- Works collaboratively in dynamic and geographically dispersed delivery teams, embracing rapidly evolving requirements and product features, and agile ways of working.
- Participates in workshops with internal stakeholders, supporting Business Analysts to clarify requirements and propose configuration‑based solutions.
- Contributes to the team’s implementation plans, configuration timelines and delivery milestones.
- Documentation & Knowledge Management
- Produces and maintains clear product documentation, including implementation design documents, detailed configuration specifications and data dictionaries, change impact assessments, operational and support guides.
- Makes sure that configuration documentation is consistently updated with precise detail and accuracy.
- Supports knowledge transfer to other members of the product team, avoiding or resolving key‑person dependencies, and where required provides expertise to other programme and operational teams.
- Continuous Improvement
- Embodies a spirit of continuous improvement, working positively with the rest of the team to incrementally develop all aspects of product support practice.
- Identifies opportunities to standardise and optimise configurations to improve scalability, reduce complexity and support team resilience.
- Strives to improve the adviser and customer experience, increase productivity and drive efficiencies through optimal configuration design.
- Provides input on product limitations, enhancement opportunities and recurring needs, as an input to the team's product improvement backlog, helping to represent these opportunities to vendors.
- Stays informed on wealth management industry trends, regulatory developments and platform capabilities.
About You – Essential
- A strong understanding of wealth management concepts, processes and operations.
- Deep hands‑on experience in data capture, workflow and/or document production configuration on large‑scale CRM platform implementations (e.g. Salesforce, MS Dynamics), ideally within the wealth management sector and in a cloud‑based/SaaS environment.
- Experience working collaboratively with Business Analysts to ensure simultaneous and consistent delivery of detailed configuration specifications and configuration assets in technology platforms.
- Shows great care in maintaining accuracy and data integrity, consistently paying close attention to details.
- An appreciation of the importance of delivering a high‑quality user experience in CRM‑type platform configuration.
About You – Desirable
- Wealth management product support experience (especially Advice CRM platforms) or general experience with wealth management or other financial services platforms.
- Experience working in fast‑paced and agile but change‑controlled environments with multiple stakeholders.
- Experience supporting large‑scale third‑party platform implementations.
- Demonstrated capability and commitment to perform effectively in both high‑pressure change delivery environments and product support positions.
- Familiarity with regulatory concepts affecting wealth management (e.g. FCA requirements, MiFID II, suitability, reporting).
- System testing experience.
Personal Attributes
- Analytical, methodical and detail‑focused.
- An enquiring mind, enjoying and effective in problem solving.
- Strong written and verbal communication skills.
- Comfortable working with both technical and non‑technical stakeholders.
- Ability to work in a hybrid delivery environment, typically collaborating with a geographically dispersed team and stakeholders.
- Able to manage multiple priorities in a fast‑paced environment.
- Proactive, collaborative and customer‑focused.
- A continuous improvement mindset.
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.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
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.
Product Analyst - Quilter in Southampton employer: Jobs via eFinancialCareers
Quilter plc is an exceptional employer, offering a dynamic work environment in the heart of Southampton or London, where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities, a generous benefits package including a non-contributory pension scheme and private medical insurance, and a culture that values diversity and inclusivity. Join us to be part of a forward-thinking team dedicated to enabling brighter financial futures for our clients while fostering your own professional development.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
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