Proposals and Due Diligence Manager

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 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!

The Proposals and Due Diligence Manager is responsible for the end‐to‐end ownership, quality, and delivery of all investment proposals and due diligence responses on behalf of Quilter Investors. This includes RFIs, RFPs, DDQs, and related client and intermediary information requests. The role plays a critical part in supporting business growth and client retention by ensuring that Quilter’s investment capabilities, governance, and value proposition are presented clearly, accurately, and compellingly to potential and existing clients. This is a senior individual contributor role requiring strong judgement, investment knowledge, and the ability to work across multiple functions. The role holder is expected to actively shape responses, challenge inputs where needed, and drive continuous improvement, rather than acting as a purely administrative or coordination resource.

Key Responsibilities

• Lead the completion and coordination of RFIs, RFPs and due diligence questionnaires for distributors, platforms and institutional clients.
• Take full ownership of first‐draft responses, narrative structure and the overall quality of submissions.
• Ensure all responses are accurate, well‐articulated and aligned to Quilter’s investment philosophy and client value proposition.
• Support the onboarding of new instruments for Investment Managers by preparing and coordinating required documentation, including regulatory and operational forms such as Ultimate Beneficial Ownership (UBO) declarations.

Quality & Commercial Effectiveness

• Act as the quality gate for all proposal and due diligence materials, ensuring consistency, clarity and relevance.
• Apply sound judgement to how Quilter is positioned in response to differing client needs, priorities and commercial contexts.
• Proactively identify and address content gaps, inconsistencies or weaknesses ahead of submission.

Stakeholder Engagement & Collaboration

• Work closely with stakeholders across Investments, Sales, Product, Marketing, Compliance, Risk, Operations and Portfolio Management.
• Engage confidently with subject matter experts to source high‐quality input and challenge constructively where required.
• Balance delivery timelines with accuracy, governance requirements and client impact.

Content Management & Continuous Improvement

• Develop and maintain a centralised proposals and due diligence content library.
• Capture insights and learning from previous submissions to drive greater efficiency, consistency and quality.
• Continuously improve processes, templates and ways of working to future‐proof the role.

About You

• Experience in investment proposals, due diligence, RFP/RFI management, or a closely related role within asset or wealth management.
• Strong understanding of investment products, distribution models, and intermediary relationships.
• Excellent written communication skills, with the ability to translate complex information into clear, client‐focused responses.
• Strong organisational and project management skills, with the ability to manage multiple deadlines simultaneously.
• Confidence in engaging with and influencing stakeholders at all levels.
• Commercial mindset with a strong focus on quality and outcomes.
• Proactive and analytical, with the confidence to exercise sound judgement.
• Collaborative approach, with the ability to challenge constructively.
• High levels of professionalism, integrity, and attention to detail.

Desirable Experience

• Experience maintaining or developing proposal or DDQ content libraries.
• Familiarity with third‐party research or due diligence tools (e.g. Morningstar, Defaqto).

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.