Product Governance Analyst in City of London

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 and Channel Islands. 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 challenge then now is a great time to join us.

About the Role

Level: 4 Department: Product Governance Location: London (Hybrid) Contract: Permanent

The Product Governance team at Quilter Cheviot is responsible for ensuring that our products are designed and perform to meet client’s needs. This oversight is undertaken by meetings with counterparties, desk‑based analysis and presentation of findings to the relevant forums. In additional to governance the team launches new products when a new market opportunity is identified and would close any product that no long meets client needs.

Some of the day to day tasks with be:

• Produce product review papers for the Product Governance Forum and wider business as required




• Source papers and data for the PGF from other teams.




• Attend monthly meetings of the PGF and provide challenge where needed




• Help embed Customer Duty into the team’s processes analysis of data to support production of the annual Assessment of Value Support maintenance of QC Product Governance Policies, Approvals and other PGF documentation




• Monitoring and analysis of distribution data, fund flows and other quantitative data and providing review reports on funds for the PGF




• Working with Marketing and Investment Specialists to ensure the correct messaging and positioning of products is carried through into marketing collateral and investment communications




• Analyse data for distribution of funds and respond to third party requests for data

About You

Handles tasks with thoroughness and accuracy. Attention to detail is critical for this role. You should be able to analyse and understand data as well as present it in a way that is understandable to the recipient. Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style, and language.

Has technical knowledge appropriate to the role, including relevant computer systems, and keeps this knowledge up to date. Effectively balances priorities to meet agreed deadlines for individual and teamwork. A willingness to present Understands consequences of decisions and follows instructions. Acknowledges and learns from mistakes. Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding TCF principles. Willingness to learn. Develops good operational knowledge of departmental processes. Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method.

Relevant professional qualifications, such as IMC/CFA are desirable #LI-VS1 #QC

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.

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 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. 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.