Technical Services Manager

Quilter plc; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in London seeks a Technical Services Manager to provide technical knowledge and support to financial planners and investment managers. The ideal candidate will have professional qualifications, solid experience in financial planning for High Net Worth clients, and strong analytical and presentation skills. This permanent position offers a hybrid working environment and a range of flexible benefits.

Benefits

Private Medical Insurance

Income Protection

Pension Scheme

Holiday: 26 days

Life Assurance

Qualifications

• Professional qualifications - ideally Chartered (or equivalent).
• Good financial planning, tax and trust experience in the UK marketplace.
• Strong bias towards retirement planning and understanding of pensions legislation.
• Excellent analytical skills, capable of interpreting complex tax legislation.
• Strong presentation skills.

Responsibilities

• Assist front office with technical queries.
• Work with Proposition and Advice Standards for creative solutions.
• Identify opportunities and risks in legislation and tax planning.
• Develop and deliver presentations for the Distribution team.
• Create content and thought leadership in technical matters.

Skills

Analytical skills

Presentation skills

Knowledge of pension legislation

Financial planning experience

Trust experience

Education

Professional qualifications (Chartered or equivalent)

Job description

Technical Services Manager page is loaded

Technical Services Manager

Apply locations London time type Full time posted on Posted 16 Days Ago time left to apply End Date: September 30, 2025 (30+ days left to apply) job requisition id R4580

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 £119.6 billion in customer investments (as at 31 March 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: London, hybrid working

Department: Technical (Marketing, Proposition and Distribution)

Contract: Permanent

In this role, you will play a key part in delivering technical knowledge and support to the front office, including QC Distribution, Financial Planners and Investment Managers and key external partners. The role holder:

• Assists front office with technical queries (not directly with end clients)

• Works closely with Proposition and Advice Standards to support the development of creative solutions that meet target client needs

• Identifies opportunities and risks in legislation, tax planning and regulation in relation to financial planning for High Net Worth individuals

• Develops and delivers presentations externally in conjunction or on behalf of the QC Distribution Team and the Head of Technical allowing the Distribution team to open new opportunities

• Works with marketing to create content and thought leadership in technical matters to support the delivery of new business

• Identifies and works with others to minimise risks to the business and maximise planning opportunities e.g. impact to a change in tax legislation

• Works closely with technical experts within QC and across the Quilter Group to ensure a consistency of message and leverage skills and resources across the Group.

• Travel to the regional offices and to events will be required as part of this role.

Consumer Duty

Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that our financial planners, distribution teams and investment managers have access to timely information on tax and technical matters, and by ensuring that we give considered technical guidance and support for propositional development that supports long term an often intergenerational planning that is appropriate for our target market clients and that facilitates clients understanding.

Senior Managers & Certification Regime (SMCR) Roles

Information Giver

About You

• Professional qualifications – ideally Chartered (or equivalent)

• Good financial planning, tax and trust experience in the UK marketplace relating to wealth management for High Net Worth clients

• A strong bias towards retirement planning and understanding of pensions legislation.

• Excellent analytical skills, capable of interpreting and translating complex tax and regulatory legislation, explaining historical regimes as well as the latest changes

• Strong presentation skills

#QC #LI-VS1

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.