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: 3
Department: HR - Quilter Foundation
Location: Southampton, United Kingdom or London, United Kingdom
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
To lead the end-to-end management of the Financial Futures Grants portfolio, oversee the administrative aspects of Brighter Together Grants, and support general administration of the Quilter Foundation. This role is responsible for delivering measurable impact, maintaining sector knowledge, and ensuring robust administration in line with the Foundation’s strategy and values.
Stewardship
1. Steward internal and external stakeholders, Trustees, Exec sponsors, delivery partners, ensuring timely, transparent communications.
Portfolio Strategy & Pipeline
2. Develop and maintain clear roadmaps for Financial Futures and Brighter Together Grants, specifying eligibility, nomination pathways, and proactive opportunity sourcing.
3. Build and manage a multi-year pipeline, sequencing due diligence and decision points aligned to Board and internal calendars.
4. Ensure programmes and collateral reflect Foundation values and the “Brighter Financial Futures for Every Generation” purpose.
Grant Making, Contracting & Compliance
5. Lead end-to-end grant cycles: scoping, diligence, recommendation papers, contracting, milestones, variations, and closure.
6. Apply Quilter policies throughout: Third-Party Risk Management, Anti-Bribery & Corruption, Conflicts of Interest, and Corporate Communications/Brand controls.
7. Maintain audit-ready records and safeguard reputation and regulatory standing.
Partner Relationship Management (Funder Plus)
8. Provide Funder Plus support (skills-based volunteering, mentoring, peer learning).
9. Coordinate skills based volunteering with internal sponsors and delivery partners.
10. Uphold partner protocols as set out in agreements.
Impact, Learning & Reporting
11. Embed and iterate the Foundation’s Impact Assessment Framework across all grants.
12. Produce high-quality grant recommendations, portfolio updates, and Board/Trustee reports; capture KPIs, case studies, and risks.
Governance, Risk & Data Management
13. Maintain audit-ready files, conflicts registers, and decision logs; track conditions, milestones, and exceptions.
14. Coordinate with procurement/Legal on diligence, data protection, and categorisation.
15. Ensure consistent use of Foundation templates and brand across documents and partner assets.
About You
Experience
16. Significant experience managing trusts/foundations grant portfolios, with end-to-end diligence, contracting, and monitoring for multi-year, five/six-figure grants.
17. Track record in partnership building and delivering “funder plus” or capacity-building offers.
18. Understanding of financial education/financial capability or adjacent social impact domains is a strong plus.
19. Demonstrated expertise in governance, compliance, risk management, and process improvement.
20. Strong sector knowledge and administrative skills, including financial management.
21. Strong writing and presentation skills.
Skills & Knowledge
22. Grant making: theory of change, proportionate M&E, equitable and accessible processes.
23. Relationship excellence: convening, coaching, influencing senior stakeholders and delivery partners.
24. Governance literacy: risk management, conflicts, brand/communications approvals.
Mindsets Aligned to Our Values
25. Stronger together – collaborates across Quilter, partners, and communities.
26. Embrace challenge – sets bold but realistic goals; listens deeply to charities.
27. Always curious – seeks insight, pilots new ideas, improves processes.
28. Do the right thing – acts with integrity; delivers exceptional support.
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.