Full-Time
Operations Specialist
Quilter
No salary listed
London, UK
Hybrid
 Finance & Banking (1) |
|---|
- Previous experience in an operational role at a similar firm would be advantageous.
- Attention to detail – completes tasks thoroughly and accurately, able to recognise and resolve errors where necessary.
- Communicate clearly and listen effectively when interacting with colleagues across the firm
- Effectively balance priorities to meet agreed deadlines for tasks assigned both individually and across the wider team
- Demonstrate flexibility to adapt to changing business needs
- Able to use initiative where appropriate, escalating any questions or issues to line management when necessary.
- Act with integrity, due skill, care and diligence, ensuring good customer outcomes are achieved
- Processing internal transfers between client accounts
- Maintaining portfolio costs/transaction histories for clients to ensure accurate Capital Gains Tax calculations can be provided
- External custody accounts – replicate records on Figaro
- Administration and production of Probate/Tax valuations
- Investigate and resolve queries raised by Investment Managers
- Update portfolios to reflect probate values for deceased clients
- Monitor and update securities pricing records
- Securities file maintenance/creation of dummy sedol codes
- Provide support within the team for any other functions as necessary to include holiday/absence cover
- Additional tasks as requested by line management
- Previous experience in an operational role at a similar firm would be advantageous, particularly with any experience of Figaro systems
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
2007
Simplify's Take
What believers are saying
- AI automation reduces adviser administrative burden, enabling capacity for more clients.
- Strong flow momentum and market gains drive 14% AUM growth and sustained profitability.
- Expanded alternatives allocation and institutional-grade strategies attract high-net-worth clients.
What critics are saying
- Aveni Assist transcription errors expose advisers to Consumer Duty fines and regulatory penalties.
- FNZ platform integration failures disrupt back-office operations and halt advice delivery.
- JPMAM and Janus Henderson fund underperformance erodes MPS credibility versus competitors.
What makes Quilter unique
- Deployed Aveni Assist across entire adviser network for meeting transcription and summarization.
- Achieved record £9 billion net inflows in 2025, up 75% year-over-year with 30% operating margin.
- Partnered with KKR for evergreen private equity access integrated into wealth portfolios.
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Company News
Quilter selects Aveni to support AI operations. By Dan McGrath 24/03/2026 Quilter Financial Planning has selected fintech firm, Aveni, to support the introduction of AI into its day-to-day advice operations. As a result, Aveni Assist is now live across its appointed representative firms, with the intention of supporting advisers in serving a larger number of clients while deepening the quality of existing relationships. Aveni Assist has initially been deployed to all advisers across the Quilter network, enabling them to record, transcribe and summarise client meetings and agreed actions, with the aim of cutting the time spent on manual paperwork and increase the capacity to formulate and deliver recommendations. Further functionality of Aveni's solutions will be added over the coming months as Quilter expands the role of AI across the network. The firm said this approach reflects the broader potential of AI to make advice businesses more scalable by simplifying adviser processes, improving system connectively and enhancing digital infrastructure. The work forms part of a broader modernisation of adviser technology, which includes Quilter's ongoing collaboration with FNZ to strengthen the integration between its platform and back-office systems. Chief distribution officer at Quilter, Steve Gazard, stated: "Increasing the use of digital tools, and AI in particular, is becoming essential to strengthening how advisers work with clients. Aveni Assist helps reduce complexity and gives advisers more time for the conversations that shape good financial decisions. "The fundamentals of advice will not change because clients still want personal support from someone who understands their circumstances. Technology's role is to remove friction and help advisers focus on the parts of the relationship that matter most." Chief executive officer at Aveni, Joseph Twigg, added: "By partnering with Aveni to deploy Aveni Assist across its adviser network, Quilter is taking a significant step towards embedding AI in a way that brings proven value to advisers and their clients through enhanced and efficient communications. "Quilter has the scale and the vision to demonstrate what AI-enabled advice can look like at its best. Together, we're building something that will set a benchmark for the industry, proving that responsible AI adoption and better client outcomes go hand in hand."
Quilter appoints JPMAM to run long/short mandate in MPS rebalance. Also increasing alternatives as a whole amid high levels of uncertainty in markets 17 March 2026 Quilter has launched a long/short equity fund focused on companies in consumer-related activity, with J.P. Morgan Asset Management (JPMAM) appointed as manager. The Quilter Investors Long-Short Equity fund will be run by JPMAM's lead portfolio manager Jonathan Ingram, alongside Alexander Whyte, Victoria Helvert and Guy Anderson. It will be based on the recently launched JPM Consumer Long-Short fund already managed by the team. Using quant signals, machine learning techniques and deep fundmental analysis, the team will seek to deliver positive returns through an equity long-short approach and focuses on companies involved, directly or indirectly, in consumer or consumer-related activity. The portfolio will be diversified, typically running low-net equity exposure, and with stock-specific risk expected to be the dominant driver of returns, according to Quilter. The fund has been added to the group's sub-advised mandates, which includes multi-asset solutions and the managed portfolio service (MPS) WealthSelect, and is run by portfolio managers Stuart Clark, Helen Bradshaw and Bethan Dixon, as part of a recent rebalancing. Clark said: "Portfolio Adviser is always on the lookout for interesting and differentiated investment approaches, particularly in the alternatives space. Portfolio Adviser has been monitoring this team for some time and are now delighted to be partnering with J.P. Morgan to launch a mandate that Portfolio Adviser can include in WealthSelect. "The team brings a disciplined approach and is comfortable using a number of different approaches to help avoid pitfalls associated with singular approaches." The team has also increased alternatives as a whole within the managed and responsible portfolios, reducing cash holdings at the same time. This is on the team's view that alternatives are a better source of diversification during a time of increased market volatility after the escalation of conflict in the Middle East. "Given the high levels of uncertainty in the market," Clark added, "conflict erupting in the Middle East and continued concerns around asset bubbles, trade policy, and inflation, it is vital we look for genuinely diversifying investments to complement existing holdings in the portfolios. We see this new fund adding real value for clients and look forward to working with Jonathan and the team in doing so." Ingram, lead portfolio manager at JPMAM, added: "The whole team and I are delighted to partner with Quilter to launch this new strategy. The Quilter Investors Long-Short Equity fund will use insights into rapidly changing consumer trends around the world in order to build a long-short portfolio that targets a total return in excess of cash for Quilter's MPS clients." MORE ARTICLES ON
Quilter retains top spot in FE fundinfo platform rankings. Quilter has retained the top spot in the 2026 Platform Platinum Ratings from FE fundinfo, marking the third consecutive year it has been ranked the leading investment platform for advisers. The rankings assess platforms using a combination of market data and adviser feedback, evaluating factors such as pricing, user experience, transaction processing and due diligence. Transact, Aviva Wrap, Fidelity Adviser Solutions, Aberdeen's Wrap platform, Hubwise, Nucleus, AJ Bell Investcentre, Scottish Widows Platform and Parmenion also featured in the top 10. FE fundinfo said Quilter's continued leadership was supported by strong performance across price competitiveness, user experience and due diligence metrics. Several platforms recorded notable improvements in this year's rankings. Nucleus saw the largest movement, climbing eight places after strong scores across service, pricing and adviser search metrics. Scottish Widows also moved up the rankings, reflecting frequent appearances in advisers' due diligence searches. Meanwhile, Parmenion rose six places, supported by high scores for remote sales support, while Hubwise improved its position following strong pricing competitiveness. The Platform Platinum Ratings assess platforms across eight areas including pricing, proposition reach, conversion rates, transaction processing, client reporting and remote support. Jodie Gallagher, head of UK IFA product at FE fundinfo, said the rankings aim to provide advisers with a clearer view of platform performance in practice. "By combining market data with adviser insight from those actively reviewing and switching platforms, the ratings offer an evidence-based view of how platforms are supporting advice delivery and client outcomes," she said. The ratings, now in their 11th year, draw on adviser feedback covering 28 aspects of platform user experience collected through FE fundinfo's platform switching analytics tools.
Quilter PLC reported record core net inflows of £9 billion for full year 2025, up 75% from 2024, whilst achieving a 30% operating margin. Adjusted profit increased 6% to £207 million, with earnings per share rising 4% to 11p. The company declared a dividend of 6.3p per share, a 7% increase, and announced a £100 million share buyback programme. Revenue grew 5%, with net management fees up 7%, whilst costs increased 4% to £494 million, below £500 million guidance. Average assets under management and administration rose 14% due to strong flows and positive markets. The company maintains a strong solvency ratio and approximately £270 million cash available after dividend and buyback. However, geopolitical uncertainties and UK budget speculation temporarily affected business flows.
Quilter Foundation pledges £3m to financial education initiative. The Quilter Foundation will spearhead the launch of a new initiative to deliver financial education to students across the UK The Quilter Foundation, the charitable arm of wealth manager Quilter, has launch of a new financial education strategy, including allocating £3m to financial education and £1m to additional grants that will support a range of charitable organisations. Under its new strategy, the Quilter Foundation will spearhead the launch of a new 'Financial Education in Schools' initiative to deliver financial education to students across the UK, in partnership with Money Ready. It will also offer grants of up to £1m to support large-scale UK financial education programmes delivered by specialist charities, which will provide financial education to people at key life moments such as entering the workforce and retirement planning. The Quilter Foundation has so far donated over £4.3m to its charity partners and local organisations, and has supported over 100,000 individuals. Steven Levin (pictured), CEO of Quilter and chairman of the Quilter Foundation, said: "There is a severe lack of financial education and, consequently, financial capability in the UK. The final curriculum review at the end of last year represented a landmark moment in that it acknowledged that financial education is not a luxury but a necessity. "However, while receiving such support in schools is vital, for many people the time has already passed. International Adviser - International is determined to help plug this gap, and prevent the next generation from suffering the same fate. "Delivering financial education at pivotal moments in people's lives will ensure more people in the UK are better equipped to build a plan for their money that not only serves them now but sets them up for a better financial future too."