Investment Manager

As a Investment Manager, the work centres on to assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as re. It would suit someone who can bring warm, steady communication with children and families to the role.

Who the work supports

Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). The role is a Certification role, Certification Functions 4) Functions requiring qualifications and 7) Client-Dealing.

How support shows up

To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as re. To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.

What needs to be in place

• 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 attend and participate in relevant company meetings as required in the various other aspects of the Quilter Cheviot investment selection process.
• Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.

Job details

• 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.
• 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.