Product Analyst

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 offers a range of services including financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management.

The business comprises 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, with presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in extraordinary expertise, trusted by hundreds of thousands of customers, and we have great ambitions to stay 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. If you want to be bold in pursuing your ambitions, bring new ideas and challenge and evolve what we do, it’s the perfect time to join us!

We are seeking an experienced and passionate Product Analyst to be responsible for the maintenance and support of technology products within the business. The successful candidate will be focused on the customer experience and have deep hands‑on experience in support and configuration of CRM‑type platforms. With experience ideally in the wealth management sector, they will have a strong attention to detail and the flexibility to work in both product support environments and supporting high‑pressure change delivery teams on major product enhancements.

The Product Analyst provides subject‑matter expertise in the given technology product to ensure that the solution operates effectively. The role is responsible for supporting system functionality, troubleshooting, system analysis, configuration, assisting with user‑testing and documenting business processes and procedures in partnership with business functions.

• Provides first line support for user queries on Quilter technology products, applications functionality, and data within the assigned business area.
• Provides support for third‑party products and in‑house developed applications including configuration, data, intraday and overnight batch monitoring.
• Troubleshoots and supports system issues as and when they arise, tracking and monitoring.
• Tracks incidents and requests ensuring service delivery meets Quilter business unit requirements.
• Conducts research in response to inquiries using available information resources and identifies solutions to potential issues or redirects the issue to the appropriate resource.
• Uses best practices and frameworks such as ITIL while working on Incident and Problem management.
• Supports execution of integrations to other applications.
• Provides support during office and out of hours for assigned projects and tasks as required.
• Develops and maintains documentation of system configuration and operational procedures.
• Creates, maintains and communicates procedural guides and knowledge base articles for team and customer use.
• Assists project/change teams with ad‑hoc work as required.
• Partners with the assigned business area to understand new technology scope and its alignment with any new functionality and security.
• Develops and maintains awareness of divisional and data security and complies with policies and procedures.
• Configures and maintains platform components.
• Ensures configuration implementations adhere to specifications, aligning with product design, regulatory requirements, and operational best practices.
• Follows change and version management best practices, always ensuring a high degree of control over live and development configuration states.
• Works with platform vendors to manage and migrate configuration changes across development, test and production environments.
• Performs unit testing and provides configuration‑related support for integration, non‑functional and user acceptance testing (UAT).
• Validates configuration outcomes against business requirements and expected client behaviour.
• Works closely with Business Analysts and vendors to identify, record, triage and resolve defects.
• When required, works collaboratively in dynamic and geographically dispersed delivery teams, embracing rapidly evolving requirements and product features, and agile ways of working.
• Participates in workshops with internal stakeholders, supporting the Business Analysts to clarify requirements and propose appropriate configuration‑based solutions.
• Contributes to the team’s development of implementation plans, configuration timelines, and delivery milestones.
• Produces and maintains clear product documentation, including: Implementation design documents, Detailed configuration specifications and data dictionaries, Change impact assessments, Operational and support guides.
• Makes sure that configuration documentation is consistently updated and described with precise detail and accuracy.