Financial Promotion Assistant

Quilter

  • England
  • Permanent
  • Full-time
  • 9 days ago
About the BusinessQuilter 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 RoleLevel: 2Department: Financial PromotionsLocation: Homebased, United KingdomContract type: Permanent – 35 hours per week, Monday until FridayRegulated/Non-Regulated: Non-RegulatedTo ensure compliance with regulatory requirements by delivering the Quilter Financial Planning standards.To co-ordinate and support activity within the Financial Promotions team, providing support to the team manager as needed in managing workflow, managing the attestation, decline chaser and expiry reminder process, contributing to team performance targets, and aiding in the generation of precise and informative management information (MI).
  • Co-ordinate, monitor and distribute:
  • Daily and weekly service level updates
  • Ad hoc MI requests
  • Managing the automation elements. Incl. monitoring quarterly attestations for any firms/advisers who have promotions related to pensions (including workplace pensions) and investments.
  • Assisting the Manager, team and wider department as appropriate or requested.
  • Maintain the agreed team Standard Level Agreement (SLA) whilst offering help and assistance to all advisers wishing to gain approval or guidance on their advertising or stationery material.
  • Maintain a personal and team quality level above minimum standard.
  • Monitoring of the Financial Promotion Mailbox.
  • Monitor the use of previously approved Financial Promotions/Stationery items for firms/advisers who have left QFP.
Consumer DutyWhilst this isn’t a directly customer facing role, the duties you will perform support direct overall positive outcomes for our customers by enabling our leaders to make informed decisions which balance the trade-off between risk and reward and ensure regulatory compliance. This contributes to improved services, customer centric outcomes, stability, responsiveness, and overall customer satisfaction.About You
  • A wealth of experience working in a retail Financial Services environment is preferred.
  • A working knowledge of Word, Excel, Outlook.
  • Good IT literacy.
  • Possessing strong attention to detail with an ability to understand and link risk indicators.
  • A basic understanding of our regulator the FCA, a financial services network and the approach to Financial Promotions.
  • A basic knowledge and understanding of Financial Services regulations (COBS, MCOBS, ICOBS) and GDPR.
  • A commitment to Consumer duty and the activities expected of its Appointed Representatives (ARs).
  • Ensure all AR Firm Advertising meets the standards set out by the FCA and Quilter Financial Planning/Quilter in reference to Principle 7 of the FCAs Principle’s for Businesses.
#LI-IC1#LI-remoteInclusion & DiversityWe 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.ValuesDo 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 BenefitsHoliday: 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 onlyIn 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.

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