Head of Advice Integration in London

Head of Advice Integration in London

London Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
Quilter plc

At a Glance

  • Tasks: Lead integration strategies for newly acquired firms and ensure seamless transitions.
  • Company: Join Quilter, a leading financial services firm with a focus on innovation.
  • Benefits: Enjoy competitive salary, generous holiday, and private medical insurance.
  • Other info: Dynamic role with opportunities for professional growth and development.
  • Why this job: Make a real impact in shaping the future of financial advice integration.
  • Qualifications: Experience in integration leadership and strong stakeholder management skills.

The predicted salary is between 55000 - 65000 £ per year.

This is a high-impact opportunity to shape how strategically aligned Quilter Partner Hub firms transition through acquisition and into the Employed business. The role will play a central part in ensuring integrations are well planned, professionally executed and aligned to our long-term operating model, while maintaining strong relationships with firms throughout the process.

The Senior Advice Integration Manager will be instrumental in building a successful Employed National business, working across internal and external stakeholders to navigate commercial, legal, operational and compliance considerations. This role requires strong judgement, disciplined delivery and the ability to track progress against agreed business and integration outcomes, ensuring each transaction is translated into sustainable value for the wider business.

The Advice Integration Manager is responsible for providing our Quilter Partner Hub firms with expert advice and guidance throughout the acquisition of their business and integration into Quilter Financial Advice (QFA). This includes supporting integration planning from an early stage of the acquisition journey. You will develop, own, and execute the end-to-end integration strategy for newly acquired Quilter Hub firms, including integration roadmaps, workstreams, milestones, and KPIs to ensure a disciplined and coordinated approach.

This will include development and delivery of comprehensive change-management plans that minimise disruption and accelerate adviser adoption of new systems, processes, and ways of working. You will support tracking against agreed business and integration outcomes. You will lead and coordinate cross-functional teams (e.g., Finance, HR, IT, Legal, Operations, Communications) to deliver a seamless integration experience ensuring compliance, operational stability and continuity of service throughout integration.

You will build strong relationships with acquired Quilter Partner Hub leadership teams to foster trust and collaboration throughout the integration journey. You will act as a diplomatic and credible representative of Quilter Financial Planning (QFP) during sensitive post-acquisition periods. You will work closely with the Employed National Director to ensure a cohesive and seamless transition for Hub firms through the acquisition and integration process, in line with contractual timelines specific to each firm. You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance.

The duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions that balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction.

About You: You are an experienced, credible and resilient integration leader with a strong track record delivering complex change within a regulated financial services environment. You combine commercial judgement with delivery discipline, and you can build trust quickly with acquired firm principals and senior stakeholders, acting as a calm, diplomatic representative of Quilter during sensitive post-acquisition periods. Exposure to acquisition or integration activity would be advantageous.

You will be successful in this role if you can demonstrate:

  • Post-acquisition integration: Experience leading end-to-end integration or large-scale transformation, shaping the integration approach, sequencing workstreams, and translating strategy into a practical, adviser-ready plan.
  • Programme delivery discipline: Strong programme management capability, creating and maintaining integration roadmaps, RAID, governance, milestone tracking, and KPI/benefit reporting; confident managing multiple workstreams and interdependencies.
  • Senior stakeholder influence: Highly effective at influencing without authority across a matrix of stakeholders (Finance, HR, IT, Legal, Ops, Comms, Risk/Compliance), and at negotiating outcomes where priorities conflict.
  • Commercial acumen and sound judgement: Able to understand contractual timelines, commercial constraints and integration risk points; makes pragmatic decisions that protect value while maintaining momentum and adviser experience.
  • Regulatory and risk mindset: Comfortable operating within governance frameworks, partnering closely with Risk and Compliance to deliver a controlled integration with minimal disruption and high-quality client outcomes.
  • Deep advice market understanding: Strong knowledge of how adviser firms operate (including different adviser models) and the realities of adoption with the ability to identify what will land well in practice and what will create resistance.
  • Change adoption and communications: Proven ability to accelerate adoption of new systems, processes, and ways of working through clear engagement, structured change plans, and practical support for local leadership teams.
  • Personal effectiveness: Highly organised, self-directed and resilient; thrives in ambiguity, remains calm under pressure, and can deliver at pace across multiple integration activities in parallel.

The ideal candidate will have a wealth of experience working in a financial services’ sales environment with a deep understanding of the way in which different types of AR principles and Advisers operate. You will have a broad understanding of the way in which Firms and Advisers work and how to build strong relationships that are professional and beneficial to both parties. Experienced in operating in a Financial Advice network. Experience of working with acquired firms, partner firms or integration activity in an advice or wealth context would be particularly valuable. You’ll have a wide knowledge and comprehensive understanding of all product sectors, distribution channels, industry, and regulatory landscapes. You will also be able to apply that knowledge in an M&A and integration context, understanding how operating models, adviser propositions and commercial performance translate into integration priorities. Detailed knowledge of the wealth, mortgage and protection propositions including Platforms and asset gathering.

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. 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. Flexible benefits available to UK employees via salary deduction.

Equal Employment Opportunity Statement: 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 or disability.

Head of Advice Integration in London employer: Quilter plc

Quilter is an exceptional employer that prioritises employee growth and well-being, offering a supportive work culture where collaboration and trust are at the forefront. With comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance, employees are empowered to thrive both personally and professionally. Located in London or available for home-based work, this role provides a unique opportunity to make a significant impact within the financial services sector while enjoying a flexible and inclusive environment.

Quilter plc

Contact Details:

Quilter plc Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Head of Advice Integration in London

Tip Number 1

Network like a pro! Reach out to your connections in the industry, especially those who might have insights into Quilter or similar firms. A friendly chat can sometimes lead to opportunities that aren’t even advertised.

Tip Number 2

Prepare for interviews by researching Quilter’s recent acquisitions and integrations. Show us you understand our business model and how you can contribute to making transitions smoother. Tailor your examples to highlight your relevant experience!

Tip Number 3

Practice your pitch! Be ready to explain how your skills align with the role of Head of Advice Integration. We want to hear about your past successes in managing complex integrations and how you’ve built strong relationships with stakeholders.

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 us you’re genuinely interested in joining our team at Quilter.

We think you need these skills to ace Head of Advice Integration in London

Post-acquisition integration
Programme management
Stakeholder influence
Commercial acumen
Regulatory compliance
Change management
Communication skills

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in integration and change management. We want to see how your skills align with the role of Head of Advice Integration, so don’t hold back on showcasing your relevant achievements!

Showcase Your Stakeholder Skills:This role is all about building strong relationships, so be sure to include examples of how you've influenced stakeholders in the past. We love seeing candidates who can navigate complex environments and maintain trust with various teams.

Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key points stand out. Use bullet points where necessary to make your experience easy to digest!

Apply Through Our Website:We encourage you to submit your application through our website for a smoother process. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at Quilter plc

Know Your Integration Strategy

Before the interview, make sure you understand the end-to-end integration strategy for newly acquired firms. Be ready to discuss how you would develop and execute integration roadmaps, workstreams, and KPIs. This shows that you’re not just familiar with the role but also have a proactive approach to integration.

Demonstrate Stakeholder Management Skills

Prepare examples of how you've influenced senior stakeholders in previous roles. Highlight your ability to negotiate outcomes and manage conflicting priorities. This is crucial for the Head of Advice Integration role, so showcasing your experience here will set you apart.

Showcase Your Change Management Experience

Be ready to talk about your experience in change management, especially in a financial services context. Discuss specific strategies you've used to accelerate adoption of new systems and processes, as this will resonate well with the responsibilities of the role.

Understand Regulatory Frameworks

Brush up on your knowledge of regulatory and compliance issues relevant to the financial services industry. Be prepared to discuss how you’ve navigated these frameworks in past roles, as this will demonstrate your capability to operate within governance structures while ensuring smooth integrations.