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Quilter

Investment Director

England (Home Workers)
Posted about 22 hours ago
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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 £141.2 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: 5

Department: Distribution

Location: Homebased, United Kingdom (Travel required - Must be based in the South West/Midlands regions to cover area)

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

The Investment Sales Directors represent the Quilter Investment team, promoting our market leading multi asset capabilities to financial advice businesses. The primary focus is on the growth and retention of our multi asset investment solutions.

You will take responsibility for a region and promote our investment solutions to advisers in this area. You will act both independently and in co-ordination with platform sales colleagues to deliver a sales target for your region.

As a thought leader, you will support our sales and relationship management teams with technical knowledge, sales ideas, and planning activity around our multi asset investment solutions.

Working closely with our marketing teams, you will help to develop appropriate presentations and collateral which bring to life the value of Quilter multi asset investment propositions.

You will be called upon to present at industry events and conferences to a high standard on both the main stage and within break out environments.

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£35,000/yr

Why you're a good match

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Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

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Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

And by engaging with leading financial adviser firms, you will simplify technical complexity and ensure that key messages are clear, relevant, and understood.

Consumer Duty

Whilst this isn’t a directly customer facing role, the duties you will perform will impact good customer outcomes by ensuring that we clearly and simply articulate the benefits, positioning, and performance of our investment solutions to advisers with potential new investors and/or existing clients.

This supports the Consumer Understanding and Consumer Support outcomes of the Consumer Duty.


About You

You will have extensive distribution experience of multi asset investing to financial advice firms. In addition, you will have a thorough knowledge of associated areas such as financial markets, economics, and regulation.

As a strong and articulate presenter, you will have the ability to simplify complex messages so that they are easily understood by a wide range of audiences.

You will be able to operate as part of a high calibre team, with the ability to work with a wide and diverse range of people.

Ideally you will have a background working with UK financial advisers, ensuring that good customer outcomes have been met through provision of appropriate technical investment-related information.

Ideally you will have full Chartered Status within CII/PFS route and or CFA or progress towards.


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.

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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.


We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind.

And, with all that’s happening in the world today, our role in society has never been more meaningful.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive.

No matter what your role is or where you sit, your voice will matter.

We hope you like what you hear and are interested in learning more about joining us.

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work.

Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs.

Please contact us to learn more.

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability.

Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.

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Skills

Multi Asset Investing
Distribution
Financial Advice
Public Speaking
Technical Presentation
Relationship Management
Financial Market Analysis
Economics
Regulatory Knowledge
Sales Planning
Stakeholder Engagement
Strategic Communication

Location

England, United Kingdom

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