Adviser Journey & Integration Lead — Remote

Quilter; Durham, Boston (NC, MA); Remoto; GBP 90.000 - 120.000; Tempo integral

Benefícios oferecidos por esta vaga

Holiday: 182 hours (26 days)

Pension Scheme: non-contributory

Private Medical Insurance

Life Assurance: 4x salary

Income Protection: 75% of salary

Resumo da vaga

Quilter is seeking an Adviser Engagement and Integration Manager (Remote) within the QFP Network Recruitment team. You will own adviser journeys from onboarding to first payment, coordinating across teams to keep momentum, identify barriers, and drive improvements that strengthen data quality and hand-offs for a smoother adviser experience.

The role focuses on process re-engineering, governance, and proactive escalation to ensure timely progress and robust outcomes for advisers and Appointed

Qualificações

• Experience coordinating complex cross-team cases or processes.
• Strong planning and case-management skills across multiple actions, risks and dependencies.
• Experience identifying root causes and turning findings into practical improvements.
• Ability to map end-to-end processes, hand-offs, controls and ownership.

Responsabilidades

• Act as the named Case Owner for assigned adviser journeys, from onboarding through to first payment.
• Maintain clear oversight of progress, risks, dependencies and ownership across each stage.
• Ensure a formal handover to the receiving business-as-usual team, with no dropped or incomplete hand-offs.
• Analyse case and journey data to identify recurring failure points and bottlenecks.
• Develop or improve management information that shows journey performance.
• Use evidence to prioritise process improvements and assess changes.

Conhecimentos

Cross-functional collaboration

Case ownership

Process improvement

Data-driven decisions

Stakeholder management

Descrição da vaga

Quilter is seeking an Adviser Engagement and Integration Manager (Remote) within the QFP Network Recruitment team. You will own adviser journeys from onboarding to first payment, coordinating across teams to keep momentum, identify barriers, and drive improvements that strengthen data quality and hand-offs for a smoother adviser experience.

The role focuses on process re-engineering, governance, and proactive escalation to ensure timely progress and robust outcomes for advisers and Appointed