[Hiring] Adviser Proposition Analyst @Quilter

Role Description

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.
• Work alongside proposition, research and insight specialists.
• Gain broad exposure to adviser needs, market developments, providers, regulation and strategic change.
• This is a hands-on role: research, analyse, coordinate and maintain evidence that underpins good decisions.
• 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.
• Engage stakeholders and adviser-facing teams to gather and structure information for 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.
• Turn complex information into clear briefings, research outputs, meeting summaries and draft documents.
• Track reviews, deadlines and actions to keep work 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.

Qualifications

• Enjoy getting beneath the surface of a question using data and qualitative information.
• Organised and accurate, recognising that reliable records and disciplined follow-through are essential.
• Communicate clearly and enjoy turning complicated material into concise, balanced messages.
• Enjoy meeting new people and working with a variety of different teams, both internal and external.
• Curious about financial advice and motivated to build knowledge of advice businesses, propositions, markets and regulation.
• 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 not the only route into the role.

Requirements

• Experience in financial services, analysis, research, project support or governance.
• Transferable skills, sound judgement and the potential to grow.

Benefits

• Holiday: 182 hours (26 days).
• Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme.
• 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.
• Flexible benefits to UK employees available for convenient salary deduction.