Q

Quilter

Wealth management services and investment solutions

Acquisitions Manager

Investment BankingUpdated on Nov 10
Full-timeLondon, UK

About the Job

Requirements

  • A strong understanding of how Appointed Representative firms operate and the commercial drivers that create value within their businesses.
  • Good commercial awareness, including an understanding of contractual arrangements, business economics, and acquisition or succession considerations.
  • An understanding of FCA customer outcome requirements and how good customer outcomes can be monitored and evidenced.
  • Experience developing and managing robust processes, controls, and risks.
  • Proven experience building, leading, and developing teams, with the ability to establish effective operational processes and management information.
  • Strong relationship management skills, including confidence working with senior leaders, Appointed Representatives, third parties, and legal advisers.
  • The flexibility to travel as required to meet stakeholders and firms to discuss acquisitions and succession plans.

Responsibilities

  • Own and continually develop the end-to-end processes and controls for practice acquisitions, management buy-outs, and succession planning.
  • Oversee acquisitions and transactions, ensuring they are accurately documented, recorded, monitored, and progressed through to completion.
  • Develop and manage a centralised approach to acquisitions, working with specialist internal and external stakeholders to support effective delivery.
  • Develop and maintain acquisition and succession planning processes, proposition materials, and supporting communications.
  • Promote the acquisition and succession planning proposition to new and existing firms and Partners, providing guidance throughout the process.
  • Build strong relationships across the business to ensure transactions meet legal, commercial, regulatory, and operational requirements.
  • Produce and present management information to track customer outcomes, financial measures, quality, and overall performance.
  • Ensure all activity operates within the organisation’s Risk and Control Framework, identifying, reviewing, and managing risks within the function.

Desired Qualifications

  • Experience working within a regulated financial services or distribution environment would be advantageous.
  • Excellent negotiation, communication, and influencing skills, combined with sound commercial judgement.
  • Strong organisational skills, with the ability to manage multiple priorities while remaining calm and focused under pressure.
  • An adaptable and solutions-focused approach, with the confidence to challenge existing ways of working and identify opportunities for improvement.

About the Company

Quilter

Wealth management services and investment solutions

Quilter provides wealth management and financial planning services in the United Kingdom. It helps people manage investments, pensions, and savings across the entire investment journey, offering products such as investment portfolios, financial advice, and retirement planning through a broad set of services. The company stands out by serving as a large, established UK provider with a wide range of products tied to every stage of a client’s financial life, aiming to support clients through education and guidance as their money grows. Quilter’s goal is to create brighter financial futures for every generation.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2007

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