Investment Manager

Quilter plc; Birmingham; On-site; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension Scheme

Private Medical Insurance

Life Assurance: 4x salary

Income Protection: 75%

Healthcare Cash Plan

Job summary

Quilter Cheviot in Birmingham is seeking a senior investment manager to provide investment management services and advice to private clients, including discretionary and advisory portfolios. The role is based in Birmingham and is a permanent, on-site position within our Investment Management team.

The successful candidate will hold Level 7 Chartered Wealth Manager or an equivalent qualification, with extensive experience in private client investments, and a proven ability to build strong client

Qualifications

• Experience in private client investment management, especially with high-net-worth clients.
• Chartered Wealth Manager or equivalent professional designation is required.
• Strong understanding of financial markets and investment strategies.

Responsibilities

• Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth.
• Assess client circumstances, objectives and risk appetite to recommend Quilter Cheviot services.
• Ensure investment advice and trading decisions are suitable and well documented.
• Maintain Know Your Client information up to date and compliant with FCA rules.
• Provide investment advice aligned with client needs and internal policies.
• Participate in investment selection meetings and report on client transactions and performance.

Skills

Private client experience

Ambitious and driven

Market knowledge

Communication skills

Education

Level 7 Chartered Wealth Manager or equivalent

Tools

N/A

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 Department: Investment Management Location: Birmingham Contract: Permanent The purpose of the role is too to provide investment management services and/or investment advice to a range of private and semi-institutional clients.

Responsibilities

• Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm.
• To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.
• To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.
• To ensure that all client relationships are properly documented and all required information is obtained from the client on a timely basis, ensuring where relevant that 'know your client' information is maintained up-to-date and properly documented.
• To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures.
• To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate.
• To attend and participate in relevant company meetings as required in the various other aspects of the Quilter Cheviot investment selection process.
• To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.
• To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients.
• To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.
• The role is a Certification role, Certification Functions 4) Functions requiring qualifications and 7) Client-Dealing Consumer Duty.
• This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money.

Qualifications required

• Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.
• Level 7 Chartered Wealth Manager or equivalent

Skillset required

• Previous experience within private client investment industry essential, in particular managing HNW clients.
• An ambitious and driven character.
• Deep understanding of financial markets with strong technical abilities.
• Strong communication skills and relationship building ability.
• #LI-VS1 #QC #QuilterCheviot

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.

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 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.