Head of Advice Integration - Quilter in London

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 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!

About the Role

• Level: 6
• Department: Distribution
• Location: London, United Kingdom or Homebased, United Kingdom
• Contract Type: Permanent
• Regulated/Non-Regulated: Non-Regulated

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. Work across the wider Quilter business to ensure an integrated client offering is in place where appropriate.

Consumer Duty

The duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which 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. Able to track delivery against financial outcomes and identify risks to value realisation early.
• 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. Comfortable working with business cases, performance measures and financial targets linked to acquisition and integration activity.
• 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. Able to contribute to governance and oversight discussions relating to acquired entities where required.
• 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.

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.