Investment Support Manager

Quilter plc; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services provider is seeking an Investment Support Manager to lead a team in supporting portfolio managers and enhance operational processes. The role involves managing new product setups, streamlining workflows, and mentoring junior members in a pivotal investment division team.

Benefits

182 hours of annual leave (26 days)

Company pension scheme

Private Medical Insurance

Life Assurance (4x salary)

Income Protection (75% of salary after 26 weeks)

Qualifications

• Previous experience within an asset or wealth management operations in a similar role.
• Proficiency in portfolio management software and platforms.

Responsibilities

• Manage the setup of new products and onboarding of new platforms.
• Develop procedures and tools to drive efficiency and improve operational processes.
• Supervise and mentor junior team members, supporting their professional development.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Attention to detail

Education

Experience in asset or wealth management operations

Tools

Portfolio management software

Job description

Investment Support Manager page is loaded

Investment Support Manager

Apply locations London time type Full time posted on Posted Yesterday time left to apply End Date: July 4, 2025 (9 days left to apply) job requisition id R4417

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). 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.

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.

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: Level 4

Department: Quilter Investors

Location: London

Contract type: Permanent

You will play a pivotal role within the Dealing & Implementation team, leading a team dedicated to supporting portfolio managers in the seamless execution of trading strategies and the implementation of model portfolio service rebalancing activities. In addition, you will drive the development of a portfolio management support model and work closely with key stakeholders and support teams across the investment division to ensure the efficient operation and continuous improvement of related processes.

Key responsibilities:

• Manage the setup of new products and onboarding of new platforms, ensuring seamless integration and compliance.

• Develop procedures and tools to drive efficiency and improve operational processes.

• Maintain and manage platform relationships, including issue tracking and participation in due diligence meetings.

• Collaborate with internal teams to streamline workflows and enhance overall efficiency.

• Supervise and mentor junior team members, supporting their professional development.

• Conduct regular performance reviews and manage team workload to ensure timely delivery of tasks and projects.

About You

The successful candidate:

• Previous experience within an asset or wealth management operations in a similar role.

• Proficiency in portfolio management software and platforms.

• Strong analytical and problem-solving skills.

• High attention to detail and accuracy, especially under time pressure.

• Excellent communication and interpersonal skills.

• Ability to work independently and collaboratively within a team.

• Excellent communication and interpersonal skills for effective stakeholder engagement.

• Experience in people management, providing guidance and support for their professional development.

#Quilter #LI-KH1

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.

About Us

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.

Flexible Working

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.

Our promise to you

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.