Technical Services Manager - Quilter

ZipRecruiter; London; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading wealth management firm in London is seeking a candidate to deliver technical knowledge and support to financial planners and investment professionals. The ideal applicant will have strong financial planning and tax experience, particularly relating to High Net Worth clients. This hybrid position offers a salary and significant benefits including a pension scheme, medical insurance, and performance incentives.

Benefits

Holiday: 26 days

Pension Scheme

Private Medical Insurance

Life Assurance

Income Protection

Qualifications

• Experience in wealth management for High Net Worth clients.
• Understanding of pensions legislation.
• Ability to interpret complex tax and regulatory legislation.

Responsibilities

• Assist front office with technical queries.
• Support development of creative solutions.
• Identify risks and opportunities in legislation.
• Develop and deliver presentations.
• Work closely with marketing to create relevant content.

Skills

Financial planning expertise

Analytical skills

Presentation skills

Tax and regulatory knowledge

Education

Professional qualifications - ideally Chartered

Job description

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 £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

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We value 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 .
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.