Business Manager - Wealth Management

Quilter; Liverpool; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading wealth management firm in the UK seeks a Business Management professional to support key initiatives within the Advice department. The ideal candidate will have expertise in project management, possess strong communication skills, and be adaptable to a fast-paced environment. This permanent position offers a hybrid working arrangement and a competitive benefits package including a pension scheme and private medical insurance.

Benefits

182 hours of holiday (26 days)

Quilter Incentive Scheme

Private Medical Insurance

Qualifications

• Previous experience as Business Management in Financial services preferred.
• Experience in implementing digital, data, or AI strategies.
• Ability to work independently and take ownership of deliverables.

Responsibilities

• Manage delivery of key initiatives to support the team.
• Project planning and resource management.
• Coordinate project reports and stakeholder management.

Skills

Critical thinking

Strong communication

Project management

Adaptability

Job description

About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice.

We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 4

Location: Regional or London - Hybrid working

Department: Advice

Contract: Permanent

The purpose of the role is to support the Head of Advice and work with the wider team. The role will include ongoing ownership and progression of initiatives within the business.

This will include ensuring the business is well positioned to conduct day-to-day activities as well as ensuring that key operational changes are landed smoothly.

• Managing the delivery of key initiatives implemented to support the team and supporting the Head of Advice to embed change
• Project planning and resource management
• Project delivery to specification, timescales and budget
• Internal and external stakeholder management
• Co-ordinating project reports and MI as requested
• Proactive issue and risk management
• Experienced in managing change across people, clients, systems and processes
• Responsible for ensuring colleagues in the team are adequately equipped to carry out their day-to-day duties
• Proactively identifying areas for process improvements
• Monitoring Peakon comments and cultural improvements to ensure the team are supported appropriately
• Co-ordinating and preparing reports and presentations for the Head of Advice

About You

The role requires someone with the ability to apply critical thinking to complex problems to determine new or enhance existing solutions across operating model applications.

Previous experience as a Business Management from within Financial services is preferred

Experience in implementing strategies leveraging digital, data or AI solutions to enhance client journeys, drive engagement or make business process / efficiency improvements.

Strong communication skills.

Collaborate effectively with cross-functional and local teams to deliver meaningful results.

Comfortable in a fast-moving environment, that requires someone who is both adaptable and a self-starter with the ability to learn quickly.

Able to work independently, taking full ownership of assigned deliverables.

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.

Embrace challenge: We aim high to transform our potential into meaningful outcomes.

Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.

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.