Adviser Proposition Analyst

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £157.4 billion in customer investments (as of August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 3

Department: Adviser Proposition

Location: Remote

Contract: Permanent, Full Time

As Adviser Proposition Analyst, you will join a team which plays a critical role in how financial advice is designed, delivered and governed across Quilter.

Reporting to the Head of Adviser Propositions, you will work alongside proposition, research and insight specialists, gaining broad exposure to adviser needs, market developments, providers, regulation and strategic change.

This is a hands-on role: you will research, analyse, coordinate and maintain the evidence that underpins good decisions. In return, you will see how ideas move from insight through development, governance and implementation, build relationships across the business and develop a strong foundation for a career in propositions, strategy, governance or change.

• Explore data, competitor activity, market developments and adviser needs to generate practical insight.

• Spot trends, exceptions and evidence gaps, helping the team focus on what matters.

• Support proposition initiatives from early exploration through testing and implementation. Take accountability for engaging stakeholders and adviser-facing teams to gather and structure the information needed to drive successful proposition development.

• Build evidence packs that inform proposition reviews, due diligence, governance papers and committee decisions.

• Review provider evidence, ask focused questions and highlight areas requiring challenge or escalation.

• Coordinate due diligence information shared with third parties, building experience of external partner relationships.

• Turn complex information into clear briefings, research outputs, meeting summaries and draft documents.

• Track reviews, deadlines and actions so work keeps moving, escalating exceptions promptly.

• Improve repeatable processes, templates and records, including through smarter use of technology.
• Support the fund research service, gaining insight into real adviser queries and specialist investment expertise.

About You

• You enjoy getting beneath the surface of a question, using data and qualitative information to identify patterns and practical insight.

• You are organised and accurate, recognising that reliable records and disciplined follow-through are essential to high-quality proposition work.

• You communicate clearly and enjoy turning complicated material into concise, balanced messages for different audiences.

• You enjoy meeting new people and working with a variety of different teams, both internal and external.

• You are curious about financial advice and motivated to build knowledge of advice businesses, propositions, markets and regulation.

• You are comfortable taking ownership within a defined brief, asking focused questions and speaking up when requirements or evidence are unclear.
• Experience in financial services, analysis, research, project support or governance would be useful, but it is not the only route into the role. We are equally interested in transferable skills, sound judgement and the potential to grow.

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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.