Adviser Engagement and Integration Manager

5100 Quilter Business Services Limited; England; Remote; GBP 60.000 - 90.000; Vollzeit

Zusammenfassung

Quilter plc is seeking an Adviser Engagement and Integration Manager to take end-to-end ownership of the adviser journey from onboarding to first payment and transition into business-as-usual support. You will coordinate across teams, maintain momentum through hand-offs, and escalate blockers to keep projects on track.

The role focuses on improving processes, removing barriers, and ensuring clear ownership. This is a remote, permanent position within Quilter's QFP Network Recruitment function.

Aufgaben

• Own end-to-end adviser journey from onboarding through to first payment and formal transition into business-as-usual support.
• Coordinate progress across teams, maintain visibility through hand-offs, identify and resolve barriers.
• Escalate risks, delays and dependencies through the appropriate route.
• Lead process re-engineering to identify root causes and work with process owners across adviser journeys.

Jobbeschreibung

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 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 Department: QFP Network Recruitment Contract: Permanent The Adviser Engagement and Integration Manager will provide clear, end-to-end ownership of the journey for assigned adviser and Appointed Representative firm cases, from onboarding through to first payment and formal transition into business-as-usual support. The role will coordinate progress across teams, maintain visibility through hand-offs, identify and resolve barriers, and ensure that risks, delays and dependencies are escalated through the appropriate route. The Adviser Engagement and Integration Manager will not complete every activity within the journey but will be accountable for maintaining momentum, clarity of ownership and effective communication with the firm throughout. Alongside individual case ownership, the role will have an overall process re-engineering objective. It will identify common and recurring issues across the adviser journey, establish their root causes and work with process owners,