Investment Proposition Specialist - Quilter

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £119.4 billion in customer investments (as at end December 2024). 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.

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.

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: Proposition

Location: London, United Kingdom or Southampton, United Kingdom (hybrid) We would also consider a remote homeworker.

Contract Type: Permanent, full-Time

Regulated/Non-Regulated: Non-Regulated

The Investment Proposition Specialist will support the governance processes of Quilter Financial Planning's restricted investment proposition, through the provision of accurate, timely and insightful analysis and reporting.

Analysis and reporting will evidence that the investment proposition meets the needs of customers and advisers and will identify potential actions to improve customer and adviser outcomes.

The role holder will:

• represent and communicate the Quilter Financial Planning (QFP) restricted investment proposition* to internal stakeholders and financial advisers who are member of the QFP advice network and national. and outline possible career path.
• attend the Adviser Investment Proposition Committee and undertake and present analysis and assessments of investment portfolios that comprise the QFP restricted investment proposition. Assessments will include reviews of investment performance and alignment of the investment portfolios to defined investment risk parameters.
• assist the Advice Investment Solutions Manager in proposing any changes to the restricted investment proposition to improve customer and adviser outcomes.
• be responsible for maintaining a database of in-depth analysis of the investment portfolios that comprise the restricted investment proposition, including comparative analysis to peer groups. The database will be maintained in a format suitable to be accessed by QFP financial advisers.
• be responsible for updating internal tools to reflect changes to the restricted investment proposition.
• engage directly with financial advisers across the QFP network and national businesses to seek feedback on the restricted investment proposition and its component investment portfolios, and to communicate changes to financial advisers.

* The restricted investment proposition is a list of researched and approved investment portfolios (typically multi-asset funds and portfolios) from which QFP network/national advisers can select and recommend to their customers. The investment portfolios must meet a broad range of customer requirements and offer sufficient choice for advisers and customers.

Consumer Duty

Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring the restricted investment proposition remains aligned with customer's needs.

About You

The candidate must have appropriate experience within an advice or investment focussed role, ideally with (or working towards) a threshold competency qualification such as the CFA Investment Management Certificate and/or the Diploma in Financial Planning.

Knowledge, Skills and Experience

• To develop a high level of competence with Financial Express Analytics, Morningstar Direct, and any other tools or software required for the role.
• Sound statistical and analytical skills.
• Good experience across the whole of market advice (protection, mortgage, financial planning and retirement) but particularly in the wealth space.
• Sound understanding of the way in which Financial Advisers operate.
• Ability to establish relationships quickly and communicate effectively.
• Experience working with integrated propositions linking advice tools, products and back-office systems.

Closing date for applications is:

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.