At a Glance
- Tasks: Support and enhance technology products, focusing on customer experience and CRM platforms.
- Company: Join Quilter plc, a leading wealth management business with a commitment to innovation.
- Benefits: Enjoy a permanent role with competitive salary and opportunities for professional growth.
- Other info: Dynamic work environment in Southampton or London with excellent career progression.
- Why this job: Be part of a transformative team making a real impact in wealth management.
- Qualifications: Experience in product support and CRM platforms, ideally in wealth management.
The predicted salary is between 45000 - 55000 £ 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 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: 4
Department: Group Technology Solutions
Location: Southampton or London
Contract type: Permanent
We are seeking an experienced and passionate Product Analyst to be responsible for the maintenance and support of technology products within the business. The successful candidate will be focused on the customer experience and have deep hands‑on experience in support and configuration of CRM‑type platforms. With experience ideally in the wealth management sector, they will have a strong attention to detail and the flexibility to work in both product support environments and supporting high‑pressure change delivery teams on major product enhancements.
The Product Analyst provides subject‑matter expertise in the given technology product to ensure that the solution operates effectively. The role is responsible for supporting system functionality, troubleshooting, system analysis, configuration, assisting with user‑testing and documenting business processes/procedures in partnership with business functions.
Key Responsibilities
- Provides first line support for user queries on Quilter technology products, application functionality, and data within the assigned business area.
- Provides support for third‑party products and in‑house developed applications including configuration, data, intraday and overnight batch monitoring.
- Troubleshoots and supports system issues as and when they arise, tracking and monitoring.
- Tracks incidents and requests ensuring service delivery meets Quilter business unit requirements.
- Conducts research in response to inquiries using available information resources and identifies solutions to potential issues or redirects issue 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 any new functionality and security.
- Develops and maintains awareness of divisional and data security and complies with policies and procedures.
Wealth Tech Product Analyst - CRM & Platform Enhancements 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 customer-centricity are at the forefront of our mission. With a strong commitment to employee growth, we provide ample opportunities for professional development and encourage bold ideas that drive transformation within the wealth management sector. Our collaborative culture fosters teamwork and creativity, ensuring that every team member plays a vital role in shaping brighter financial futures for our clients.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Tech Product Analyst - CRM & Platform Enhancements in Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management sector. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research Quilter and understand their products and services inside out. Think about how your skills as a Product Analyst can enhance their customer experience. Show them you’re not just another candidate, but someone who’s genuinely excited about what they do.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. Focus on articulating your experience with CRM platforms and how you’ve tackled challenges in previous roles. The more comfortable you are, the better you’ll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining Quilter and being part of their mission to create brighter financial futures.
We think you need these skills to ace Wealth Tech Product Analyst - CRM & Platform Enhancements in Southampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Tech Product Analyst role. Highlight your experience with CRM platforms and any relevant skills that align with the job description. We want to see how your background fits into our vision at Quilter!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our customer-centric approach. Let us know what makes you the perfect fit for our team.
Showcase Your Problem-Solving Skills:In your application, don’t forget to mention specific examples of how you've tackled challenges in previous roles. We love candidates who can demonstrate their analytical skills and ability to troubleshoot effectively, especially in high-pressure environments.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the Quilter family!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Tech Inside Out
Make sure you’re well-versed in the CRM platforms and technology products relevant to the role. Brush up on your knowledge of how these systems operate, their functionalities, and any recent updates or enhancements. Being able to discuss specific features and how they improve customer experience will show that you’re not just familiar but passionate about the tech.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled system issues or improved processes in previous roles. Think about times when you provided first-line support or resolved user queries effectively. This will demonstrate your hands-on experience and ability to thrive under pressure, which is crucial for this position.
✨Understand the Wealth Management Landscape
Familiarise yourself with the wealth management sector, especially Quilter's offerings. Knowing the difference between Affluent and High Net Worth segments can help you tailor your responses. Show that you understand the importance of customer-centric solutions and how technology plays a role in enhancing client experiences.
✨Be Ready to Discuss Collaboration
This role involves working closely with various teams, so be prepared to talk about your experience in cross-functional collaboration. Highlight instances where you partnered with business areas to align technology with new functionalities. Emphasising your teamwork skills will show that you can contribute positively to Quilter’s ambitious goals.
