United Kingdom onlyAbout the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.Quilter oversees £126.3 billion in customer investments (as of August 2025). 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: Data
Location: Home Worker
Contract type: Fixed Term Contract-12 months
We are transforming our Advice business and have a vacancy within our team for a strong data minded individual to support the data mapping, data validation and data reconciliations, bringing between our technical teams and business SMEs as we proceed with a major data migration programme.
This role offers the opportunity to gets hands on with the technology, data and processes that our advisers use daily to meet their clients’ needs. You will be joining a small and friendly team of similarly skilled individuals.
We’re looking for someone with experience in data mapping and migration. Knowledge of the QFP Advice business or Payments processes, business or finance reporting and prior knowledge of our existing payments and point of sale systems is preferred.
The ideal candidate will have strong analytical skills and attention to detail, who is able to work closely with Business SMEs and other BAs working on the programme to elicit data migration and reconciliation requirements.
The role will involve getting hands-on with data analysis and data mappings, including investigating data issues, performing reconciliations, and resolving mapping or testing defects.
Any prior knowledge and experience in using Power BI, Data Bricks and SQL would be beneficial, but not essential – you will be working alongside a team of data engineers and data analysts who will assist accessing our data for analysis. However, the candidate must be comfortable with performing analysis on large data sets, performing data investigations and analytics and participating in the testing of data transformations and reconciliation solutions.
This role is a fantastic opportunity to learn in depth about our Advice technology and be involved in the next step of our strategic journey to simplify and grow our business.
The candidate is expected to be pro-active in managing their work to meet the overall programme delivery plan, reporting progress, issues and risks to the Project Manager.
About You
- Candidates with knowledge and experience working in the QFP Advice area of our business, familiar with our business processes, operations and systems.
- Comfortable with data analysis techniques, with past experience of Data Transformation, Data Migrations, Data Reconciliation, or Finance/Operations business reporting work.
- Enjoys getting hands-on, collaborative, comfortable working to a varied activities as testing and the programme lifecycle progresses.
- Good stakeholder management skills, with ability to elicit requirements and proactively engage across business areas. As well as strong interpersonal, communication and team working skills.
- The ability to work with data is essential to this role, and the candidate must have a strong attention to detail
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.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
