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 £141.9 billion in customer investments (as at 31 March 2026). 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: Executive Office

Contract: Permanent

The Business Manager will support the Head of London - Investment Management, Head of Regions - Investment Management and the Head of Advice in delivering agreed front office initiatives by coordinating activity, tracking progress and ensuring follow through. The role focuses on execution and momentum, helping initiatives move forward efficiently and highlighting issues early and to ensure alignment across business priorities will report to the Head of Business Execution & Responsible Investment. Key stakeholder groups alongside the Executive Committee will also be the Front Office teams; Operations; Risk & Compliance; Finance; Technology

This is a hands-on delivery role with the following responsibilities

Front Office Initiative Delivery

• Support the delivery of front office initiatives by coordinating actions, owners and timelines.

• Translate agreed priorities into clear tasks and next steps, ensuring progress is maintained.

• Monitor delivery against plans and raise risks, delays or dependencies with clear context.

Coordination & Stakeholder Engagement

• Work with front office teams and key partner functions (e.g. Operations, Risk, Finance, Technology) to gather inputs and support delivery.

• Ensure stakeholders are clear on expectations, actions and deadlines.

• Support alignment across teams involved in front office initiatives.

Reporting & Insight

• Produce clear, concise updates on initiative progress, issues and outcomes.

• Support preparation of materials for senior discussions, focusing on status, risks and required decisions.

• Provide basic analysis to support decision making and prioritisation.

Governance & Controls Support

• Support adherence to agreed governance and control requirements for front office initiatives.

• Maintain essential documentation and tracking to support transparency and auditability.

• Assist with responses to information requests related to initiatives.

Continuous Improvement

• Identify opportunities to improve ways of working within front office initiatives.

• Support implementation of agreed process or delivery improvements.

Commercial Management

• Support tracking and interpretation of key business metrics including revenue, P&L, cost base and headcount

• Provide regular management information (MI) and insights to support decision making

• Identify trends, risks and opportunities within business performance

• Support budgeting, forecasting, and business planning processes

• Drive transparency and accountability across financial and operational metrics

This role is:

• Delivery focused

• Initiative and outcome oriented

• Stakeholder facing and commercially aware

Consumer Duty

While not directly client-facing, this role contributes to good customer outcomes by supporting the effective delivery of front office initiatives, ensuring appropriate governance, and enabling informed decision-making aligned to client needs and regulatory expectations

About You

Essential

• Experience in a delivery, coordination, project support or junior business manager role.

• Ability to manage multiple workstreams and priorities with minimal supervision.

• Strong organisational and communication skills.

• Advance Excel and report writing skills

• Experience supporting senior leadership and ExCo members

• Confidence engaging with senior stakeholders in a professional, structured way, and proven ability to challenge constructively and influence outcomes

• Strong commercial awareness with the ability to interpret business performance data.

Desirable

• Exposure to front office or commercial environments.

• Experience in financial services or a regulated environment.

• Familiarity with initiative tracking or delivery frameworks.

• Understanding and appreciation of risks and controls.

Personal Attributes

• Proactive and delivery‑driven.

• Comfortable taking ownership of defined pieces of work.

• Structured, reliable and detail‑aware without being administrative.

• Collaborative and solutions‑focused. - Proactive problem-solving mindset with the ability to identify, present, and implement solutions clearly.

#LI-VS1 #QC #QuilterCheviot

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.