Quilter
Client Transition Manager
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About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £141.9 billion in customer investments (as of March 2026). 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: 4
- Location: Remote (homeworker)
- Department: Distribution
- Contract: Permanent
This is an exciting opportunity for the right candidate to work with Quilter Financial Advisers (QFA), which comprises of two Appointed Representatives within the QFP Network.
The Client Transition Manager will be responsible for co-ordinating the effective transition of clients into the Advice Hub, a team of employed advisers within Quilter Financial Advisers who deliver high-quality ongoing financial advice. This includes clients joining Quilter through internal acquisitions within the QFP Network, as well as external acquisitions. The role will also oversee wider client reallocations across QFA outside of acquisition activity, where clients are transferred to self-employed advisers within the business. Each transition must be carefully managed to minimise disruption, maintain continuity of service and support a positive client experience.
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The role will involve coordinating relevant internal and external stakeholders to support the safe and effective transition of clients to their new adviser. This includes maintaining consistency in client communications before and after acquisition and ensuring both clients and advisers are positioned to achieve positive outcomes in the future.
Reporting to the Head of Business Performance & Governance, the successful candidate will join the Business Performance Team and play a key role in acquisition activity. They will work closely with selling, leaving and receiving advisers to ensure pre- and post-transition activities are completed effectively. The role will provide oversight of the additional steps required to support a smooth client transition, ensuring these are delivered to schedule and to a high standard.
In addition, the role will support the leadership team with the scheduling of future acquisitions and resource planning across the adviser population.
As the client transition process continues to evolve, the Client Transition Manager will play an important role in supporting process improvements and ensuring changes are delivered effectively.
About You
To be able to demonstrate previous experience in the following key areas:
- Project management/co-ordination
- Management of internal & external stakeholders
- Understanding of the advice framework & ongoing service delivery
- Data analysis & report writing
- Client relationship management
- Change management
The Client Transition Manager will have a track record of working in financial services.
- Delivery focused, with high energy and drive, and ability to deliver through others.
- Exceptional interpersonal skills – able to build relationships and lead through influence at different levels.
- Creative problem-solving skills, including negotiation and conflict resolution skills.
- Confident in analysis of data and ability to translate into clear outcomes.
- Focused on results and achievement of targets.
- High level of personal confidence, able to lead and manage change through influence.
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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.
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