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 £157.4 billion in customer investments (as at 6th August 2026). 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: Birmingham

Contract: Permanent:

Department: Investment Management

This is a fantastic opportunity to become part of an ambitious, inclusive and well-established office covering Birmingham and the West Midlands. We are looking for an ambitious and dynamic individual to assist investment teams with their successful and large client banks. The role would entail managing client portfolios, assisting in investment recommendations and general duties supporting the management of portfolios. You will also assist in the servicing and relationship management of our existing clients, whilst also being given the opportunity to grow your own client book.

 

Key responsibilities include:

• To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client
• To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require
• To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures
• To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is maintained up-to-date and properly documented
• To have a full understanding of the firm’s investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making
• To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate
• To participate in tender processes and beauty parades, either as an individual or as part of a team with the aim of growing the existing client base
• To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients
• To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.
• To attend and participate in relevant company / fund management meetings as required in the various other aspects of the Quilter Cheviot investment selection process
• To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service
• Your investment activities must only be carried out under supervision until you are signed off as an Investment Manager.

 

Regulatory obligations

Certification role – Functions requiring qualifications and Client Dealing

 

About You

Qualifications required - Level 7 Chartered Wealth Manager or equivalent

 

• The successful candidate will possess a deep interest in, and understanding of, financial markets, demonstrate strong technical abilities while also displaying excellent communication and presentation skills
• Working collaboratively with colleagues – both within the team and across the wider business – this individual will be focused on delivering an exceptional level of service to our clients

#LI-VS1 #QC #QuilterCheviot

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.