[Hiring] Head of Advice Integration @Quilter

Role Description

This is a high-impact opportunity to shape how strategically aligned Quilter Partner Hub firms transition through acquisition and into the Employed business. The role will play a central part in ensuring integrations are well planned, professionally executed and aligned to our long-term operating model, while maintaining strong relationships with firms throughout the process.

• The Senior Advice Integration Manager will be instrumental in building a successful Employed National business, working across internal and external stakeholders to navigate commercial, legal, operational and compliance considerations.
• This role requires strong judgement, disciplined delivery and the ability to track progress against agreed business and integration outcomes, ensuring each transaction is translated into sustainable value for the wider business.
• The Advice Integration Manager is responsible for providing our Quilter Partner Hub firms with expert advice and guidance throughout the acquisition of their business and integration into Quilter Financial Advice (QFA).
• You will develop, own, and execute the end‑to‑end integration strategy for newly acquired Quilter Hub firms, including integration roadmaps, workstreams, milestones, and KPIs to ensure a disciplined and coordinated approach.
• This will include development and delivery of comprehensive change‑management plans that minimise disruption and accelerate adviser adoption of new systems, processes, and ways of working.
• You will lead and coordinate cross‑functional teams (e.g., Finance, HR, IT, Legal, Operations, Communications) to deliver a seamless integration experience ensuring compliance, operational stability and continuity of service throughout integration.
• You will build strong relationships with acquired Quilter Partner Hub leadership teams to foster trust and collaboration throughout the integration journey.
• You will act as a diplomatic and credible representative of Quilter Financial Planning (QFP) during sensitive post‑acquisition periods.
• You will work closely with the Employed National Director to ensure a cohesive and seamless transition for Hub firms through the acquisition and integration process, in line with contractual timelines specific to each firm.
• You will work compliantly and in partnership with all other functions within QFP including Risk and Compliance.
• Work across the wider Quilter business to ensure an integrated client offering is in place where appropriate.

Qualifications

• Experienced, credible and resilient integration leader with a strong track record delivering complex change within a regulated financial services environment.
• Ability to combine commercial judgement with delivery discipline.
• Ability to build trust quickly with acquired firm principals and senior stakeholders.
• Exposure to acquisition or integration activity would be advantageous.

Requirements

• Post‑acquisition integration: Experience leading end‑to‑end integration or large-scale transformation, shaping the integration approach, sequencing workstreams, and translating strategy into a practical, adviser‑ready plan.
• Programme delivery discipline: Strong programme management capability, creating and maintaining integration roadmaps, RAID, governance, milestone tracking, and KPI/benefit reporting.
• Senior stakeholder influence: Highly effective at influencing without authority across a matrix of stakeholders (Finance, HR, IT, Legal, Ops, Comms, Risk/Compliance).
• Commercial acumen and sound judgement: Able to understand contractual timelines, commercial constraints and integration risk points.
• Regulatory and risk mindset: Comfortable operating within governance frameworks, partnering closely with Risk and Compliance.
• Deep advice market understanding: Strong knowledge of how adviser firms operate and the realities of adoption.
• Change adoption and communications: Proven ability to accelerate adoption of new systems, processes and ways of working.
• Personal effectiveness: Highly organised, self-directed and resilient; thrives in ambiguity, remains calm under pressure.

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.