Quilter Cheviot is one of the UK’s largest wealth management firms, offering expert discretionary investment management and financial advice to private clients, charities, trustees, and professional partners. We operate across the UK, Ireland, Dubai and the Channel Islands. Quilter plc oversees £126.3 billion in customer investments (as at 6th August 2025), providing financial advice, investment platforms, multi‑asset solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenging the status quo, now is a great time to join us.
About The Role
Level: 4
Department: Investment Management
Location: Leicester
Contract: Permanent
The purpose of the role is to provide investment management services and/or advice to a range of private and semi‑institutional clients.
Responsibilities
* Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client needs, including managing client assets on a discretionary or advisory basis and introducing other products and services according to the firm’s overall strategy.
* Assess existing and potential clients’ circumstances, investment objectives and risk appetite, and recommend appropriate Quilter Cheviot and other professional services as relevant.
* Ensure that any investment advice and trading decisions are suitable for the client, considering their individual circumstances.
* Maintain proper documentation for all client relationships, ensuring timely collection and updating of “know your client” information.
* Provide investment advice that complies with all relevant rules, regulations, and internal policies.
* Have a clear understanding of the client’s investment objectives, risk profile, experience and financial resources, and be clear about the suitability of recommendations for advisory clients and transactions for discretionary mandates.
* Attend and participate in company meetings required for the Quilter Cheviot investment selection process.
* Provide clients or their agents with information and reports on investment transactions, income payments and performance as requested or specified in the service terms.
* Ensure all client‑related operations comply with FCA rules, including AML checks, suitability advice, avoidance of market abuses such as churning and front‑running, and maintaining up‑to‑date client agreement letters.
* Ensure Quilter Cheviot fulfills its obligations to Treating Customers Fairly.
The role is a Certification role, requiring Certification Functions 4) and 7) Client‑Dealing.
Consumer Duty
This role will directly impact good customer outcomes by ensuring that our end‑client and intermediary propositions are well researched, meet client needs, are competitive and provide value for money.
Qualifications required
* Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.
* Level 7 Chartered Wealth Manager or equivalent.
Skillset required
* Previous experience within the private client investment industry, especially with HNW clients.
* An ambitious and driven character.
* Deep understanding of financial markets with strong technical abilities.
* Strong communication skills and relationship‑building ability.
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 receives less favourable treatment based on anything but their skills, qualifications, experience and potential.
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 communities we support.
Always curious: We continuously seek new ideas and knowledge, keeping one step ahead of our clients’ needs and encouraging experimentation.
Embrace challenge: We aim high to transform potential into meaningful outcomes, with ambition as our driving force and a steadfast commitment to growth.
Stronger together: We combine diverse talents to accomplish more collectively, speaking openly, listening actively, supporting each other and challenging ideas constructively.
Core Benefits
* Holiday: 182 hours (26 days)
* Quilter Incentive Scheme: All employees are eligible to participate.
* Pension Scheme: A non‑contributory company pension that can be boosted through personal contributions.
* Private Medical Insurance: Single cover as standard, with options to increase for partner or children.
* Life Assurance: 4× your salary.
* Income Protection: 75% of salary, minus 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 can be chosen and paid for via a salary deduction.
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