Join to apply for the Business Manager - Wealth Management role at Quilter Cheviot.

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today we are one of the UK’s largest wealth management firms, offering expert discretionary investment management and financial advice to private clients, charities, trustees, and professional partners with straightforward or complex financial needs. Our presence spans the UK, Ireland, Dubai, and the Channel Islands.

About the Role

Level: 4
Location: Regional or London – Hybrid working
Department: Advice
Contract: Permanent

The purpose of the role is to support the Head of Advice and work with the wider team, owning and progressing initiatives within the business, ensuring smooth delivery of day‑to‑day operations and key operational changes.

Responsibilities

• Manage the delivery of key initiatives and embed change within the team.
• Plan and manage project resources, scheduling and budgets.
• Deliver projects to specification, on time and within budget.
• Engage with internal and external stakeholders.
• Coordinate project reports and MI.
• Identify and manage issues and risks proactively.
• Champion change across people, clients, systems, and processes.
• Support team members to carry out their day‑to‑day duties.
• Identify areas for process improvement.
• Monitor Peakon comments and cultural improvements to support the team.
• Prepare reports and presentations for the Head of Advice.

About You

We are looking for a self‑starter with critical thinking skills and experience in business management within financial services:

• Background as a Business Manager in financial services.
• Experience driving digital, data or AI‑enabled solutions to enhance client journeys and business efficiency.
• Strong communication and collaboration skills.
• Ability to work independently and own deliverables.
• Adaptable and comfortable in a fast‑moving environment.

Inclusion & Diversity

We value diversity and actively promote inclusivity. We provide equal opportunity for all applicants based on skills, qualifications, experience, and potential.

Values

• Do the right thing: Act with integrity and go above and beyond for clients and communities.
• Always curious: Seek new ideas and knowledge to stay ahead of clients’ needs.
• Embrace challenge: Transform potential into meaningful outcomes with ambition and commitment to growth.
• Stronger together: Combine diverse talents to achieve more, listen, support, and empower one another.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible.
• Pension Scheme: Non‑contributory company pension.
• Private Medical Insurance: Single cover with optional partner/children add‑on.
• Life Assurance: 4× salary.
• Income Protection: 75% salary (payable after 26 weeks).
• Healthcare Cash Plan: Jersey employees only.
• Additional flexible benefits available through salary deduction.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development