About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers.

Quilter oversees £119.6 billion in customer investments (as at end March 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.

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.

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: 4

Department: Quilter Investors

Location: London

Contract Type: Permanent

Reporting into the Head of Dealing & Implementation, you will be responsible for supporting the execution of trades across multiple asset classes and the implementation of portfolio rebalances for Model Portfolio Services (MPS.) The responsibility will cover direct execution of underlying instruments and oversight of collective investment scheme dealing activity for internally managed funds.

In addition the Portfolio Implementation team will provide support to Portfolio Managers, working with other teams to ensure that all products and solutions are correctly set up to trade, coordinating the resolution of systems and data issues to ensure that trading strategies can be modelled, overseeing the successful implementation of trading activity for internally managed funds and supporting the implementation of model portfolios (MPS) rebalancing activity across platforms, including FNZ.

As a highly regulated function the role will require adherence to all regulated activity including MIFID II best execution, transaction cost analysis and liquidity and risk monitoring.

Trade Execution

• Execution of trades for directly held securities including equity, fixed income, investment trusts and exchange traded derivatives.
• Oversight of collective investment scheme dealing activity for internally managed funds.
• Support the implementation of model portfolios (MPS) rebalancing activity across platforms.
• Management and oversight of broker and counterparty relationships,
• Contribute towards the optimisation of trading strategies, monitor transaction costs, and conduct regular counterparty due diligence.

Portfolio Management Support

• Work with other teams to ensure that all products and solutions are correctly set up to trade, coordinating the resolution of systems and data issues to ensure that trading strategies can be modelled and executed.
• Provide general support to the Portfolio Managers in relation to data requests, ad hoc portfolio analysis and the resolution of any issues that could impact the execution of trading strategies.

Product & Business Change

• You will represent Investment Implementation team on business initiatives, change and enhancements e.g. new product launches.

About You

To be successful in this role you will be someone who has previously worked in asset or wealth management, on a dealing desk with experience trading different instruments.

As you will be joining a multi-asset team you will need to have a good working knowledge of Collective Investment schemes and Investment Trusts - knowledge of derivatives would be advantageous, but not essential.

You will have experience in working accurately under time pressure and the ability to re-prioritise tasks as the requirements of the investment desk change intra-day/week/month.

You will have be able to demonstrate times where you have taken change initiative and developed tools or processes that have built efficiencies and decreased operational risk in your current role.

#QI #LI-KH1

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.