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- Tasks: Support the Head of Advice and manage key business initiatives.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Why this job: Shape the future of wealth management while driving meaningful change in a dynamic environment.
- Qualifications: Experience in business management within financial services and strong communication skills required.
- Other info: Embrace diversity and thrive in a culture that values collaboration and innovation.
The predicted salary is between 36000 - 60000 £ per year.
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.
We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
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
Location: Regional or London – Hybrid working
Department: Advice
Contract: Permanent
The purpose of the role is to support the Head of Advice and work with the wider team. The role will include ongoing ownership and progression of initiatives within the business.
This will include ensuring the business is well positioned to conduct day-to-day activities as well as ensuring that key operational changes are landed smoothly.
- Managing the delivery of key initiatives implemented to support the team and supporting the Head of Advice to embed change
- Project planning and resource management
- Project delivery to specification, timescales and budget
- Internal and external stakeholder management
- Co-ordinating project reports and MI as requested
- Proactive issue and risk management
- Experienced in managing change across people, clients, systems and processes
- Responsible for ensuring colleagues in the team are adequately equipped to carry out their day-to-day duties
- Proactively identifying areas for process improvements
- Monitoring Peakon comments and cultural improvements to ensure the team are supported appropriately
- Co-ordinating and preparing reports and presentations for the Head of Advice
About You
The role requires someone with the ability to apply critical thinking to complex problems to determine new or enhance existing solutions across operating model applications.
Previous experience as a Business Management from within Financial services is preferred
Experience in implementing strategies leveraging digital, data or AI solutions to enhance client journeys, drive engagement or make business process / efficiency improvements.
Strong communication skills.
Collaborate effectively with cross-functional and local teams to deliver meaningful results.
Comfortable in a fast-moving environment, that requires someone who is both adaptable and a self-starter with the ability to learn quickly.
Able to work independently, taking full ownership of assigned deliverables.
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
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.
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Business Manager - Wealth Management employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Manager - Wealth Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching Quilter Cheviot's recent projects and initiatives. Show us you’re not just interested in the role, but also in how you can contribute to our ongoing success and adapt to our fast-paced environment.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with our needs, especially in managing change and enhancing client journeys. We want to see your passion for making a difference in wealth management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re serious about joining our team at Quilter Cheviot.
We think you need these skills to ace Business Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Manager role. Highlight your experience in financial services and any relevant projects you've managed. We want to see how your skills align with our needs!
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 team. Keep it concise but impactful – we love a good story!
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've tackled complex problems. We’re looking for critical thinkers who can enhance our operations, so let us know how you’ve done this before!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows us you’re keen on joining our team at Quilter Cheviot!
How to prepare for a job interview at Quilter
✨Know Your Numbers
Before the interview, brush up on Quilter Cheviot's financial figures and recent performance. Being able to discuss their £126.3 billion in customer investments shows you're genuinely interested and informed about the company.
✨Showcase Your Change Management Skills
Prepare examples from your past experience where you've successfully managed change. Highlight how you’ve implemented strategies that improved processes or client journeys, as this aligns perfectly with the role's requirements.
✨Communicate Clearly
Strong communication skills are key for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex problems and solutions. This will demonstrate your ability to collaborate effectively with cross-functional teams.
✨Embrace the Challenge
Quilter Cheviot values those who embrace challenges. Be ready to discuss a time when you faced a significant challenge and how you overcame it. This will show your adaptability and self-starter attitude, which are crucial for thriving in a fast-paced environment.
