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Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers, and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. Our achievements include being recognised as Fintech of the Year for two consecutive years and winning Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors, including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. As the adoption of AI accelerates in financial services, we’re scaling our team to meet growing demand. We're seeking a hands-on Senior AI Software Engineer with strong full-stack experience to build and ship AI-powered products into production, leveraging FinLLM (the UK's first LLM for Financial Services) and other LLMs. You won’t build or train models—instead, you'll engineer the systems, services, interfaces, and integrations that bring those models to life for advisers, analysts, and banking teams. You'll own features end-to-end, covering selection, implementation, deployment, observability, and iteration across backend, frontend, and cloud infrastructure. Build production-ready, AI-powered products integrating LLM capabilities, RAG, and agentic workflows into real-world processes. Select models, orchestrate prompts, design systems, and implement AI tooling (e.g., LangGraph, Langfuse). Design evaluation, monitoring, and observability to ensure reliability and readiness for production. Develop scalable, event-driven microservices and APIs using Node.js and TypeScript. Build modern, responsive React frontends to make AI useful in customer workflows. Architect cloud-native systems on AWS (Lambda, ECS/Fargate, API Gateway, SQS/SNS, DynamoDB, RDS). Implement microservices, distributed-system principles, and strong operational controls for integration into financial products. Uphold engineering best practices: clean code, automated testing, CI/CD, and operational excellence. Diagnose and improve production behaviours relating to reliability, latency, cost, and AI quality. Mentor engineers, contribute to team growth, and collaborate closely with product and engineering to deliver customer-ready features. Extensive software engineering background, building, deploying, and running production LLM/AI applications. Strong hands-on experience with Node.js, TypeScript, and production React. Experience with prompt engineering, agentic workflows, RAG, and LLM integration. Knowledge of AI evaluation frameworks, monitoring, and observability. Deep understanding of AWS, cloud-native engineering, APIs, and integration patterns. Experience with microservices, messaging patterns, event-driven, and distributed architectures. Commitment to quality, clean code, testing, and operational excellence. Experience with NestJS or similar backend frameworks. Familiarity with LangGraph, Langfuse, or other AI orchestration and observability tools. Knowledge of AI implementation in regulated/high-trust environments, ideally in financial services. Systematic evaluation design for LLM outputs and agentic workflows. Experience delivering agentic systems in production. Effective working in ambiguity and complex problem-solving. Designing robust solutions and making pragmatic technical choices. Clear communication with technical and non-technical stakeholders. Awareness of production AI challenges: reliability, latency, and cost. Technical mentorship, influencing decisions, and raising team standards. Relevant degree or equivalent practical experience (production engineering capability is more important than a specific academic background). Remote-first working across the UK Work abroad policy Co-working spaces available 34 days holiday (including flexible bank holidays) plus your birthday off Company-wide off-sites Optional Personal Development Plan Flexible benefits platform Protection essentials: Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution, with optional increases) Private health and dental care Potential share options Enhanced family leave At Aveni, we believe diversity drives innovation. We’re committed to building an inclusive workplace where everyone feels valued and empowered. If you’re passionate about using technology to drive positive change in financial services, we’d love to hear from you. Even if you don’t meet every requirement, please consider applying if you think this role could be a fit. Apply now to help us transform the financial services industry through AI!

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We've been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors and commercially supported by major financial institutions, we're scaling quickly as adoption of AI in financial services accelerates. Our Wealth platform helps financial advice firms transform how advisers and paraplanners work, using AI to automate documentation, improve compliance and streamline client servicing. From meeting summaries and document generation to compliance file checking and workflow automation, we're helping firms deliver a better experience for both advisers and their clients. We're looking for a Product Manager – Wealth to lead the evolution of Aveni Assist, our flagship AI-powered platform for financial advice firms. The role This role is responsible for the strategy, roadmap and delivery of Aveni Assist, driving its continued evolution across core adviser workflows including meeting summaries, document generation, Letters of Authority, fact finds and compliance file checking. Unlike an early-stage product, Aveni Assist already has an established customer base and a strong market presence. Your focus will be on scaling the product through continuous improvement—enhancing customer workflows, increasing adoption and satisfaction, and delivering measurable value that drives retention and growth. This is a hands-on, high-ownership product role. You'll work closely with the Head of Product (Wealth) on product strategy while independently leading customer discovery, roadmap prioritisation, delivery and release planning. You'll collaborate with Engineering, Design, Customer Success and Commercial teams to ensure we're solving the right problems and delivering the highest-value outcomes. We're looking for someone who enjoys understanding complex customer needs, making evidence-based decisions and building products that customers genuinely value. What you'll be doing You'll own the Aveni Assist roadmap end-to-end, balancing investment between new capabilities, product quality and platform improvements to maximise customer and commercial impact. You'll lead continuous discovery with advisers, paraplanners, compliance teams and prospects, building a deep understanding of customer workflows and translating insight into product decisions. You'll rapidly validate ideas using prototypes, customer research and experimentation, reducing delivery risk before committing engineering effort. You'll own beta programmes for new capabilities, working closely with customers to gather structured feedback and determine when features are ready for general release. You'll partner closely with Engineering and Design to translate strategy into clear delivery plans, maintaining a healthy backlog and ensuring features are released with a high standard of quality. You'll build strong relationships across Engineering, Customer Success, Commercial and Marketing, acting as a trusted voice for the product and ensuring customer insight informs decision-making across the business. You'll use customer feedback, usage analytics and product metrics to guide prioritisation, measure success and continually improve the product. You'll stay informed about industry trends, adviser technology, AI developments and FCA regulation, ensuring Aveni Assist continues to lead the market. What we're looking for We're looking for someone with a proven track record as a Product Manager in a B2B SaaS environment, ideally with experience scaling an established product by improving customer satisfaction, adoption and retention. You'll have demonstrable experience leading customer discovery, translating customer insight into product decisions and working closely with Engineering and Design to deliver high-quality software. You'll have excellent product judgement, strong communication skills and the confidence to make difficult prioritisation decisions, balancing customer needs with commercial objectives. You'll be analytically rigorous, comfortable using both qualitative and quantitative data to inform decisions, and capable of building trusted relationships across technical and commercial teams. We're particularly interested in people who are proactive, self-directed and passionate about improving products through continuous iteration and customer feedback. Nice to have Experience with AI-powered products or machine learning technologies would be valuable, as would experience within financial services, wealth management or other regulated industries. Knowledge of FCA Consumer Duty, adviser technology platforms or wealth management workflows would be advantageous, but isn't essential. Experience running beta programmes, defining quality standards for AI-generated outputs or contributing to go-to-market activities would also be beneficial. Why join Aveni? You’ll work on genuinely difficult and meaningful problems at the intersection of AI, regulation and financial services. You’ll help shape a product category that is becoming increasingly important as financial institutions move from experimenting with AI to deploying it safely, responsibly and at scale. You’ll have real ownership, visibility and the opportunity to influence both product direction and market positioning at an important stage of Aveni’s growth. Benefits at Aveni What you’ll love: Remote-first working across the UK Company-wide offsites and regular in-person gatherings Work abroad policy Optional Personal Development Plan Flexible benefits platform, so you can choose the benefits that matter most to you Life insurance, income protection, critical illness cover and pension, with up to 5% matched employer contribution Private health and dental care At Aveni, we believe diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of the requirements, we’d still encourage you to apply if you believe you’d be a great fit.

Our client is a leading British bank. Join us as a Wealth Planner, where you'll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them. This role is part of our Wealth Management Business, a growing area for the bank. We're expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning-led proposition offers clear and accessible investment options shaped around each client's needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey. You'll build lasting relationships by listening with care, offering specialist guidance, and delivering planning strategies tailored to each client's journey. You'll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer. You'll also work across teams to provide a seamless and consistent experience. As a Wealth Planner, you'll be part of a forward-thinking environment. You'll use digital tools and platforms to enhance client engagement and stay connected to market trends. You'll be encouraged to refine your approach, share ideas, and contribute to a culture that values integrity, inclusion, and high standards. This is more than a role—it's a chance to make a meaningful impact while growing your knowledge in a supportive and evolving space. To be successful as a Wealth Planner, you should bring: A recognised financial planning qualification at RDR Level 4 or above—this is essential. You'll use your knowledge to offer personalised planning and investment advice that reflects each client's goals, values, and comfort with risk. A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client. Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection. A careful approach to identifying and managing risk, while consistently maintaining high standards of compliance. Some other highly valued skills may include: Experience engaging with both internal teams and external networks to welcome new clients and grow relationships. Broad exposure to the Financial Services industry, especially in retail regulated products and asset management. Familiarity with pensions, investment advice, and UK taxation. Experience managing risk within a client portfolio. Adaptability and curiosity in a fast-evolving environment. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in Southampton, Bournemouth or Guildford This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long term client relationships. Protect our client reputation through sound risk decisions by managing client group within their risk profile and appropriate regulatory framework. Accountabilities Manage and grow client relationships and acquire new clients - identifying and managing solutions to meet a wide range of client needs. Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will deliver long term commercial reward. Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing our client to undue risk. Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal our Policies and Policy Standards Service/group relationships - referrals to group colleagues. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate our Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate our Mindset – to Empower, Challenge and Drive – the operating manual for how we behave. JBRP1_UKTJ

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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! Level: 4 Department: Sales Location: Southampton Contract: Permanent The successful candidate will support key market initiatives to generate growth, in addition to driving your own activity, as agreed with the Head of Sales, to develop new accounts. The Prospect and Engagement role will also be supporting the work of the business development team where applicable. Success will be measured by the identification and delivery of new quality platform supporters; through active engagement with firms that do not currently align with Quilters Investment platform. This will include contacting advice firms that had little to no contact with Quilter and enhancing existing relationships with adviser firms. In addition to this you will be expected to identify opportunities and promote our leading In-house Investment Solution ‘Wealth Select’ on which you will receive full training as part of our offering. You will be expected to keep up to date on Quilter products and propositional developments. You will need to build a good understanding of your panel and regional hub models, whilst developing relationship with HoS, WMCs & WSCs to ensure effective communication between all stakeholders to maximise market opportunities, identifying key contacts at the firm etc. Whilst always maintaining accurate records via our leading CRM system. • An awareness of the UK financial advice and platform market is desirable., • A basic understanding of financial services products, pensions, ISAs and investments is advantageous., • Knowledge of Quilter's products, platform capabilities and adviser proposition is desirable, with a willingness to develop expertise quickly., • Understanding of sales prospecting, lead generation and pipeline management principles is beneficial., • Strong telephone-based sales and prospecting skills, with confidence making a high volume of outbound calls each day., • Excellent verbal communication skills, with the ability to engage, influence and build rapport quickly with financial advisers and business owners., • Highly motivated, resilient and comfortable handling rejection whilst maintaining a positive attitude., • Strong organisational and time management skills, with the ability to manage a large prospect base and prioritise activity effectively., • Ability to identify opportunities, qualify prospects and convert conversations into meetings and business opportunities., • Previous experience in a telesales, sales development, business development or contact centre environment is preferred., • Experience working to activity-based targets, including outbound call volumes, appointments booked and pipeline generation, is desirable., • Experience in financial services is advantageous but not essential for candidates with strong sales capability and a willingness to learn., • Evidence of resilience, self-motivation and a proactive approach to generating new business opportunities., • Working towards, or having an interest in achieving, a relevant financial services qualification (e.g. R01/Level 4 Diploma) is desirable., • QCF Level 4 qualification advantageous but not essential for entry-level or junior sales candidates. 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. • 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., • 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 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. We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. #J-18808-Ljbffr

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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! Level: 4 Department: Sales Location: Southampton Contract: Permanent The successful candidate will support key market initiatives to generate growth, in addition to driving your own activity, as agreed with the Head of Sales, to develop new accounts. The Prospect and Engagement role will also be supporting the work of the business development team where applicable. Success will be measured by the identification and delivery of new quality platform supporters; through active engagement with firms that do not currently align with Quilters Investment platform. This will include contacting advice firms that had little to no contact with Quilter and enhancing existing relationships with adviser firms. In addition to this you will be expected to identify opportunities and promote our leading In-house Investment Solution ‘Wealth Select’ on which you will receive full training as part of our offering. You will be expected to keep up to date on Quilter products and propositional developments. You will need to build a good understanding of your panel and regional hub models, whilst developing relationship with HoS, WMCs & WSCs to ensure effective communication between all stakeholders to maximise market opportunities, identifying key contacts at the firm etc. Whilst always maintaining accurate records via our leading CRM system. • An awareness of the UK financial advice and platform market is desirable., • A basic understanding of financial services products, pensions, ISAs and investments is advantageous., • Knowledge of Quilter's products, platform capabilities and adviser proposition is desirable, with a willingness to develop expertise quickly., • Understanding of sales prospecting, lead generation and pipeline management principles is beneficial., • Strong telephone-based sales and prospecting skills, with confidence making a high volume of outbound calls each day., • Excellent verbal communication skills, with the ability to engage, influence and build rapport quickly with financial advisers and business owners., • Highly motivated, resilient and comfortable handling rejection whilst maintaining a positive attitude., • Strong organisational and time management skills, with the ability to manage a large prospect base and prioritise activity effectively., • Ability to identify opportunities, qualify prospects and convert conversations into meetings and business opportunities., • Previous experience in a telesales, sales development, business development or contact centre environment is preferred., • Experience working to activity-based targets, including outbound call volumes, appointments booked and pipeline generation, is desirable., • Experience in financial services is advantageous but not essential for candidates with strong sales capability and a willingness to learn., • Evidence of resilience, self-motivation and a proactive approach to generating new business opportunities., • Working towards, or having an interest in achieving, a relevant financial services qualification (e.g. R01/Level 4 Diploma) is desirable., • QCF Level 4 qualification advantageous but not essential for entry-level or junior sales candidates. #Quilter 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. 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. 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. 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. 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. • 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 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. #J-18808-Ljbffr

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £141.2 billion in customer investments (as of 31 December 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 advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app. High Net Worth includes the discretionary fund management and financial planning business, Quilter Cheviot. 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. 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! Level - 4 Department - Finance Location - Southampton Contract - Permanent As a Senior Group Reporting Accountant, you will play a key role in delivering accurate and timely financial and regulatory reporting across Quilter Group and its subsidiary entities. Working within the Financial and Regulatory Reporting team in Group Finance, you will support the preparation of statutory financial statements and regulatory returns, ensuring compliance with relevant legislation, accounting standards, and regulatory requirements. Reporting to the Head of Financial Reporting, you will help maintain the integrity and quality of Quilter’s external reporting framework while contributing to ongoing improvements in reporting processes and controls. • Preparing statutory financial statements under International Financial Reporting Standards (“IFRS”) and UK Generally Accepted Accounting Practice (“UK GAAP”)., • Preparing regulatory returns., • Completing reporting, disclosure, consolidation and control processes for month-end, quarter-end and year-end reporting cycles for both financial and regulatory reporting to a high quality and within deadlines., • Working as part of a team to safeguard the quality of Quilter’s financial and regulatory reporting by ensuring appropriate reporting systems, processes, procedures and controls are in place., • Working with Technology to help maintain the general ledger account hierarchies within Workday and business processes relating to financial and regulatory reporting., • Providing information and explanations to the Group’s external auditors., • Fully qualified accountant (ACA, ACCA or equivalent) with strong post qualification experience in financial and regulatory reporting, • Good knowledge and understanding of IFRS and UK GAAP, • Practical experience of financial reporting processes and controls, • Excellent organisation and planning skills, • Highly analytical with strong attention to detail and a commitment to delivering accurate, high quality reporting, • Strong stakeholder management and communication skills, with the ability to build effective relationships, • Ability to navigate ambiguity and adapt to change in a complex and changing environment, • Experience of process improvement and reporting simplification activity, • Good working knowledge of Microsoft Office, • Experience of reporting in the UK financial services industry, • Experience of consolidated reporting, • Experience of regulatory reporting under the Investment Firms Prudential Regime, • Experience of regulatory reporting under Solvency II, • Experience of working with large, complex data sets, • Experience of the financial and regulatory reporting software being used by Quilter (including CDM and Workday) 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. • 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., • 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 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. #J-18808-Ljbffr

As Marketing Manager - Quilter Academy & Recruitment, you will lead marketing for Quilter Academy and provide oversight of adviser recruitment marketing. You will create and deliver plans that raise awareness, attract high-quality applicants and help more people progress from initial interest into the Academy and an adviser career. You will also identify opportunities with internal and external partners to extend our reach and support growth. This is a collaborative role, working closely with Academy, Recruitment, Advice, Digital, Brand, Data, Operations, Compliance, partners and agencies, Academy marketing strategy and planning Lead the annual Quilter Academy marketing strategy and turn growth priorities into clear quarterly plans. Understand the needs of key recruits to the Academy, including career changers, graduates, financial-services professionals and partner audiences. Use this insight to shape the proposition, messages, customer journeys and channel plans. Integrated campaign development and deployment Plan, deliver and improve Academy campaigns across paid search, social media, email, the website, content, partnerships and events. Lead campaign briefs, audience targeting, creative development, media plans, landing pages and lead-nurture activity. Work with internal teams and agencies to deliver high-quality campaigns on time and with the right approvals. Adviser recruitment marketing oversight Provide strategic support and oversight for adviser recruitment marketing, making sure it supports the Academy strategy and wider advice growth plans. Work closely with the Senior Campaign Manager - Recruitment to agree target audiences, campaign priorities, candidate communications, handover points and measures of success. Use recruitment feedback and conversion data to improve lead quality and the candidate journey. The Recruitment team will retain ownership of candidate management, assessment and recruitment decisions, with day-to-day activity supported by the appropriate resource. Mergers and acquisitions support Support marketing activity relating to mergers and acquisitions opportunities, working with the M&A team to raise awareness of Quilter's acquisition proposition, develop and maintain collateral, and support events. Digital marketing and customer journey optimisation Lead the Academy's digital marketing plans, working with Digital, media, content and data teams. Oversee paid media, search, social media, website content, landing pages, analytics and tracking. Use performance data to improve lead quality, remove barriers and help more applicants progress through the journey. Budget, agency and supplier management Plan, forecast and manage the Academy marketing budget, with oversight of recruitment marketing spend. Keep forecasts and commitments accurate, manage purchase orders and supplier relationships, and make sure agencies deliver good-quality work and value for money. Recommend where to invest, test, increase or stop activity. Partner opportunity development, stakeholder management and cross-functional leadership Build strong relationships with Academy leaders, Recruitment, Advice businesses, senior marketing stakeholders and external partners. Identify and make the most of partnership opportunities that can raise awareness, reach priority audiences and support Academy growth. Agree clear plans and measures with partners. Be an active and dependable team player, working across Brand, Digital, Data, Content, Events, Operations, Compliance, Financial Promotions and agencies. Bring teams together, share information, resolve issues and keep delivery moving. Performance, insight and commercial accountability Agree key performance indicators for awareness, engagement, lead quality, applications, conversion, costs and budget use. Track and report against these KPIs, using the findings to improve campaigns, customer journeys and overall success. Provide concise performance updates for senior stakeholders, explain any gaps in the data and recommend practical actions. Balance immediate recruitment needs with the longer-term growth of the Academy brand. Marketing governance and asset lifecycle Make sure campaigns and Academy marketing materials meet brand, accessibility, data and regulatory requirements. Manage approvals and review dates through Quilter's agreed process, and keep key materials accurate and up to date across all channels. • Strategic and audience focused: Turn business goals and audience insight into focused marketing plans., • Commercially aware: Manage budgets confidently and focus spend on activity that delivers the best value., • Digital marketing knowledge: Understand digital channels, customer journeys and analytics, and use them to improve results., • Curious and insight led: Ask good questions and use evidence to understand candidate needs, motivations and barriers., • Organised and thorough: Manage campaigns, budgets, approvals and deadlines accurately and at pace., • Collaborative and partnership focused: Be a proactive team player who listens, shares knowledge and supports colleagues. Build strong relationships across teams and with partners, and bring people together behind a shared plan., • Clear and confident communicator: Explain information clearly, make sound recommendations and work confidently with senior stakeholders., • Focused on improvement: Test, learn and improve campaigns, customer journeys and ways of working., • Customer focused: Use customer and candidate insight to improve communications, remove barriers and create a clear, supportive journey into the Academy and an adviser career. 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. Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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! 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. • 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, • 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. #J-18808-Ljbffr

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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. Level: 4 Department: Technology Function – Information Security Location: London, United Kingdom or Southampton, United Kingdom Contract: Permanent Regulated/Non-Regulated: Non-Regulated We are seeking a proactive, experienced and highly organised Testing & Exercising Specialist to join our Resilience & Crisis Team (RCT). This is an opportunity to shape and mature Quilter’s testing approach—moving beyond compliance‑led exercises into insightful testing that strengthens resilience and supports informed decision‑making at all levels. The Testing & Exercising Specialist is responsible for leading the coordination, planning, development, delivery and driving continuous improvement of severe but plausible Operational Resilience testing and exercising activities across Quilter. • Lead and continuously enhance Quilters Operational Resilience Testing approach, framework and roadmap., • Drive and deliver a risk‑based annual testing programme and rolling three‑year exercise plan., • Design, coordinate and deliver high level resilience tests and exercises across Quilter., • Prioritise testing activity using risk insights, threat intelligence, business change, emerging vulnerabilities and regulatory developments., • Produce insights and metrics evidencing testing coverage, outcomes, trends and maturity improvements across Operational Resilience capabilities, Important Business Services (IBS) and CMORG requirements., • Ensure testing activities meet regulatory expectations and maintain appropriate evidence, documentation, and audit trails., • Design, coordinate and facilitate a range of resilience testing activities, including tabletop exercises, simulations and live tests., • Ensure exercises effectively assess response, recovery and resilience capabilities., • Drive and influence business teams to increase the scope, frequency, and quality of resilience testing within their areas, supporting the continued maturity and effectiveness of Quilter’s overall testing approach., • Drive consistency and quality across all testing activities., • Act as the central point of coordination for Operational Resilience testing., • Maintain oversight of all resilience testing activity and ensure appropriate coverage across key risks and capabilities., • Identify testing gaps, emerging risks and future testing priorities., • Produce and present management information and reporting for senior leadership and governance forums., • Collaborate with Cyber, Threat Intelligence, Technology, Risk, Business Continuity and Operational Resilience teams to identify emerging risks and vulnerabilities., • Conduct horizon scanning to assess industry, regulatory and threat landscape developments., • Develop realistic, challenging, and regulatory‑aligned test scenarios., • Ensure testing remains aligned to the organisation's evolving risk profile and strategic priorities., • Translate emerging threats into meaningful testing and exercising activities., • Maintain testing methodologies, standards, procedures, templates and toolkits., • Promote a consistent approach to resilience testing across the organisation., • Continuously improve testing practices in line with industry good practice and regulatory expectations., • Lead exercise debriefs, lessons learned reviews and post‑test reporting., • Ensure findings, vulnerabilities and improvement actions are documented, tracked and progressed to completion., • Monitor remediation activities and elevate overdue or high‑risk actions., • Identify recurring themes and systemic weaknesses across testing activities., • Support the ongoing maturity and effectiveness of Quilters Operational Resilience capability., • Participate in the 24/7 Resilience and Crisis Team (RCT) on‑call rota., • Support incident response, crisis management and resilience activities as required., • Lead or contribute to specialist workstreams and strategic initiatives as directed by the RCT Manager., • Support delivery of wider Operational Resilience objectives and programme activities., • Successful delivery of a maturing annual resilience testing programme and rolling three‑year roadmap., • Demonstrable testing coverage across Operational Resilience capabilities, IBSs and CMORG requirements., • Consistent application of testing standards and methodologies across the organisation., • Timely completion of lessons learned, remediation actions and improvement initiatives., • Measurable improvements in resilience maturity, assurance outcomes and regulatory readiness., • Increased organisational confidence in response, recovery and operational resilience capabilities., • Experience in leading, designing, coordinating and facilitating resilience testing and exercising programmes., • Experience of running large and complex exercises with senior stakeholder engagement., • Outstanding interpersonal skills to create effective and enduring relationships., • Excellent written and verbal communication skills., • Excellent facilitation and presentation skills, including confidence to challenge senior stakeholders., • Experience in facilitating and leading operational resilience or crisis tests and exercises., • Strong time management skills., • Confident in planning, scheduling and programme management., • An innovative thinker with the ability to work independently within a fast‑paced environment., • An investigative mindset., • Positive, self‑motivated and dedicated to task delivery., • A specialist who is proactive in supporting others and sharing knowledge., • Proven ability of creating, reviewing and updating key governance documentation such as standard operating procedures, frameworks and policies., • Confident in turning exercise outcomes into analytical insights and practical improvements., • Knowledge of Operational Resilience frameworks and regulatory expectations would be preferred., • Experience of Testing in a Financial services role is desirable but should not prevent applicants applying if the experience was gained within another sector. Qualifications in any relevant field are preferred, but not required, or relevant operational experience gained in a Corporate, Military, Law Enforcement or Government agency sphere. 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. • 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., • 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. 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. #J-18808-Ljbffr

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as at 31 March 2026). 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! Level: 5 Department: Group Technology Solutions Location: Southampton or London Contract type: Permanent The Platform Lead is accountable for the successful integration, ongoing operation, and strategic delivery of an outsourced platform within the organisation. Acting as the primary interface between the technology and the vendor, this role ensures that the platform performs to agreed service levels, evolves in line with organisational strategy, and delivers measurable value. Reporting directly to the Head of Affluent Tech/Deputy CIO, the Platform Lead combines technical understanding, commercial acumen, and stakeholder management to govern the vendor relationship, drive continuous improvement, and embed the platform as a core operational capability. • Serve as the primary point of contact for the outsourced platform vendor, managing day-to-day relationships and escalations., • Maintain the contractual framework, including SLAs, KPIs, pricing schedules, and change management processes pertaining to the technology operations., • Work with all relevant areas to deliver the technology enhancements aligned to the platform and broader technology strategy., • Lead regular service review meetings (weekly, monthly, quarterly) with the vendor to assess performance and drive accountability., • Manage vendor risk, including contingency planning, exit strategies, and compliance with data protection and security obligations., • Evaluate and negotiate change requests, enhancements, and contract renewals in line with organisational objectives., • Translate the organisational platform strategy into an executable roadmap, working in partnership with the vendor and internal stakeholders., • Own the platform product backlog, prioritising capability enhancements, integrations, and technical debt in alignment with business priorities., • Define and track platform OKRs and success metrics, reporting progress to the Head of Affluent Tech and senior leadership., • Stay abreast of emerging trends, competitor platforms, and vendor product releases and changes to inform strategic decisions., • Accountable for the execution of the technical integration of the platform into the organisation's architecture, systems, and data landscape., • Work with internal engineering, data, and architecture teams to ensure integrations are robust, scalable, and well-documented., • Function as technical owner of the platform, providing input on configuration, APIs, data flows, and third‑party connections in collaboration with architecture and engineering practices., • Lead or co‑ordinate platform onboarding, migration, and upgrade programmes, ensuring minimal disruption to operations., • Ensure integration design and delivery adheres to security, compliance, and data governance standards., • Own platform operational health, including incident management, problem resolution, and root‑cause analysis, aligned to the group service management framework., • Define and maintain operational runbooks, escalation paths, and service continuity procedures., • Monitor platform availability, performance, and capacity, proactively addressing risks before they impact the business., • Manage the change and release management process for platform updates, patches, and new feature deployments., • Co‑ordinate platform‑related business continuity and disaster recovery activities in collaboration with IT and Risk teams., • Build and maintain strong relationships with internal stakeholders across business units, technology, operations, finance, legal, and compliance., • Function as a trusted advisor, translating platform capabilities into business outcomes and helping stakeholders understand value delivery., • Produce clear, executive‑level reporting on platform performance, risks, costs, and strategic initiatives., • Facilitate platform governance forums, steering groups, and working groups as required., • Manage communications around planned maintenance, incidents, and significant platform changes to minimise business impact., • Own the platform budget, including vendor spend, licencing, internal resource allocation, and project delivery costs., • Conduct regular cost optimisation reviews, identifying opportunities to reduce spend without compromising capability or service quality., • Provide accurate cost forecasting and variance reporting to finance and the Head of Affluent Technology., • Build business cases for platform investments, presenting options and recommendations to senior leadership., • Maintain a platform risk register, ensuring risks are identified, assessed, owned, and mitigated appropriately., • Ensure the platform and its integrations remain compliant with all relevant regulatory requirements, including data privacy, information security, and industry‑specific obligations by collaborating with the risk and security functions., • Lead vendor due diligence activities, including periodic audits, security assessments, and business continuity reviews., • Ensure all platform‑related documentation, policies, and procedures are current, accessible, and fit for purpose., • Lead and develop any direct reports or platform team members, setting clear objectives, providing coaching, and managing performance., • Build a high‑performing platform function by developing technical and commercial capability within the team., • Foster a culture of continuous improvement, innovation, and customer‑centricity within the platform team., • Support wider talent development by mentoring colleagues and contributing to the technology community of practice., • This role requires occasional travel to vendor sites, partner offices, or other organisational locations., • The role will be required to participate in on‑call or out-of-hours support arrangements during critical incidents or major platform events., • A flexible approach to working hours may be required to support global vendor relationships across time zones., • This job description is not exhaustive; the post holder may be required to undertake additional duties consistent with the level of the role. To be successful in this role, you will be able to demonstrate the following competencies, experience and behaviours: • Strategic Thinking - Looks beyond the immediate to understand the wider context; connects platform decisions to organisational goals., • Driving Results - Sets high standards and holds self and others accountable; delivers against commitments consistently., • Influencing & Persuading - Builds confidence and buy‑in across diverse audiences; navigates political complexity with credibility., • Commercial Acumen - Understands value drivers and cost levers; makes sound decisions that balance risk and reward., • Collaborative Working - Works effectively across organisational boundaries; builds trust with vendors, peers, and leadership., • Problem Solving - Breaks down complex problems systematically; makes evidence‑based decisions and owns outcomes., • Adaptability - Responds positively to change; maintains effectiveness in ambiguous or fast‑moving situations., • Communication -Communicates with clarity and impact; tailors’ messages to the audience and listens actively. Proven experience in platform management, product ownership, or technology delivery within a complex organisational environment. Demonstrable track record of managing outsourced technology vendors, including contract governance and service performance management. Strong understanding of platform integration concepts, APIs, data architecture, and enterprise technology landscapes. Experience owning and executing a technology roadmap, translating strategy into delivery. Solid commercial skills, including budget management, cost modelling, and business case development. Excellent stakeholder management and communication skills, with the ability to operate effectively from technical teams to C‑suite. Experience with ITIL or equivalent service management frameworks; incident, change, release, and problem management. Good Understanding of information security, data privacy, and regulatory compliance in a technology context. Ability to manage ambiguity, prioritise under pressure, and drive decisions in a fast‑paced environment. Experience in financial services Familiarity with agile delivery methodologies (Scrum, SAFe, Kanban) and tooling (Jira, Confluence, etc.). Exposure to cloud platforms (Azure, AWS) and modern integration patterns (APIs, event streaming, microservices). Professional certifications such as ITIL, PMP, PRINCE2, or a relevant platform‑specific qualification will be advantageous. 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. • 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., • Embrace challenge: We aim high to transform our potential into meaningful outcomes., • Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone., • 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 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. We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. #J-18808-Ljbffr

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4billion in customer investments (as of June 2026). 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. Level: 4 Department: CDO Location: Southampton or London Contract type: Permanent The role sits within the Chief Data Office (CDO) and reports to the Data Engineering Manager. This role accelerates Quilter's data strategy by providing deep, technical leadership across one or more data domains; defining engineering standards, and delivering robust, scalable and secure solutions. The Lead Data Engineer plays a pivotal role in enabling business value through the design, development, and continuous improvement of data products and platforms that support actionable insights across the organisation. Working closely with engineers, architects, analysts, platform teams, and business stakeholders, the Lead Data Engineer is responsible for translating business requirements into robust technical solutions while driving engineering best practices and fostering a culture of technical excellence. The role requires deep technical expertise, strong problem-solving capabilities, and the ability to influence and guide both technical and non-technical stakeholders. The key accountabilities for the role are as follows: • Technical Leadership & Domain Ownership Provide technical leadership for one or more data domains, acting as the primary engineering authority and subject matter expert. Define, champion, and evolve data engineering standards, patterns, and best practices to ensure robust, efficient, secure, and maintainable solutions. Lead solution design activities and guide the implementation of scalable data pipelines, data products, and platform capabilities. Review code, architecture, and engineering approaches to ensure consistency, quality, and alignment with strategic objectives. Remain hands-on when required, supporting the resolution of complex technical challenges and critical delivery issues., • Engineering Delivery Lead the technical delivery of key initiatives and ensure solutions are delivered to a high standard, meeting business requirements and engineering principles. Translate business and product requirements into detailed technical designs and implementation plans. Collaborate with Data Engineering Managers, Product Owners, Architects, and stakeholders to prioritise and deliver work effectively. Drive adoption of modern engineering practices including automation, testing, CI/CD, source control, observability, and infrastructure-as-code. Contribute to roadmap planning by identifying technical opportunities, risks, dependencies, and improvement initiatives., • Mentoring & Capability Development Provide coaching, mentoring, and technical guidance to data engineers across the team. Support the development of engineering capability through knowledge sharing, technical reviews, pair programming, and communities of practice. Promote a collaborative and inclusive engineering culture focused on quality, learning, and continuous improvement. Act as a role model for engineering excellence and professional standards., • Cross-Functional Collaboration Partner with product managers, analysts, data scientists, platform teams, and business stakeholders to understand requirements and deliver valuable outcomes. Work closely with architecture, platform, and governance teams to ensure solutions align with enterprise standards and strategic direction. Communicate technical concepts clearly to both technical and non-technical audiences. Influence decision-making by providing expert technical advice and recommendations., • Operational Excellence Promote operational stability, reliability, and performance of data products and pipelines through monitoring, alerting, automation, and incident management practices. Champion high standards of data quality, security, governance, and regulatory compliance. Identify and implement opportunities to improve platform efficiency, engineering productivity, and service resilience. Support root cause analysis and continuous improvement activities to enhance operational performance and service reliability., • Qualifications Degree in a technical discipline (e.g. computer science, engineering, maths, physics) or evidence of equivalent practical experience., • Knowledge Proven experience as a senior or lead data engineer within a complex enterprise environment, delivering large-scale data solutions. Strong hands-on experience designing, developing, and supporting data platforms and pipelines using Databricks within Azure. Experience implementing both batch and real-time data processing solutions, including event-driven and streaming architectures. Demonstrable experience leading the technical design and delivery of data products and platform capabilities across one or more business domains. Experience implementing and promoting data quality frameworks, service level objectives (SLOs), data contracts, and observability tooling. Strong understanding of data governance principles, including data lineage, metadata management, cataloguing, security, and access controls. Experience ensuring compliance with regulatory and organisational requirements, including GDPR, data retention, and information security controls. Proven ability to define technical standards, engineering patterns, and best practices and drive their adoption across engineering teams. Experience mentoring and coaching engineers, conducting code reviews, and promoting engineering excellence. Strong experience designing and implementing data models across multiple architectural layers, including Kimball dimensional modelling and Data Vault methodologies. Experience working within Agile delivery teams and collaborating with architects, product owners, analysts, and business stakeholders to deliver business outcomes., • Skills Strong technical leadership skills with the ability to influence engineering direction and drive best practices across teams. Strategic thinker with a curious mindset, strong analytical capability, and a passion for continuous improvement. Excellent problem-solving skills with the ability to resolve complex technical challenges and make sound engineering decisions. Strong communication skills, with the ability to explain complex technical concepts clearly to both technical and non-technical audiences. Databricks: Delta Lake, Unity Catalog, Workflows, Asset Bundles, Notebooks, Compute Management, Delta Live Tables, Spark Declarative Pipelines and platform optimisation. Microsoft Fabric: Lakehouse, Data Warehouse, Real-Time Intelligence, Semantic Models, and Fabric administration concepts. Azure: ADLS Gen2, Azure Data Factory, Key Vault, Functions, Azure Monitor, and broader Azure data services. Spark: Deep understanding of Spark internals, distributed computing principles, optimisation techniques and features, performance tuning. Languages: Advanced Python and SQL development skills; Scala experience beneficial. CI/CD & DevOps: Azure DevOps, Git-based development workflows, Infrastructure as Code, automated testing, and deployment automation. Orchestration: Databricks Workflows, Azure Data Factory, Fabric pipelines, and other enterprise scheduling and orchestration frameworks. Data Architecture & Modelling: Strong knowledge of Kimball, Data Vault, medallion architecture, and modern lakehouse design patterns. Data Governance & Security: Experience implementing secure-by-design data solutions, platform governance controls, and operational monitoring practices. Desired Attributes Passionate about engineering excellence and continuous learning. Acts as a trusted technical advisor and subject matter expert within their domain. Proactively identifies opportunities to improve platform capability, performance, reliability, and security. Collaborative and supportive team player who enjoys mentoring others and sharing knowledge. Takes ownership and accountability for technical outcomes while maintaining a pragmatic delivery-focused approach. 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. 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. • 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 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. We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. #J-18808-Ljbffr

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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! Level - 4 Department- Finance Location - Southampton Contract - Permanent As a Senior Group Reporting Accountant, you will play a key role in delivering accurate and timely financial and regulatory reporting across Quilter Group and its subsidiary entities. Working within the Financial and Regulatory Reporting team in Group Finance, you will support the preparation of statutory financial statements and regulatory returns, ensuring compliance with relevant legislation, accounting standards, and regulatory requirements. Reporting to the Head of Financial Reporting, you will help maintain the integrity and quality of Quilter's external reporting framework while contributing to ongoing improvements in reporting processes and controls. • Preparing statutory financial statements under International Financial Reporting Standards ("IFRS") and UK Generally Accepted Accounting Practice ("UK GAAP")., • Preparing regulatory returns., • Completing reporting, disclosure, consolidation and control processes for month-end, quarter-end and year-end reporting cycles for both financial and regulatory reporting to a high quality and within deadlines., • Working as part of a team to safeguard the quality of Quilter's financial and regulatory reporting by ensuring appropriate reporting systems, processes, procedures and controls are in place., • Working with Technology to help maintain the general ledger account hierarchies within Workday and business processes relating to financial and regulatory reporting., • Providing information and explanations to the Group's external auditors. You will have • Fully qualified accountant (ACA, ACCA or equivalent) with strong post qualification experience in financial and regulatory reporting, • Good knowledge and understanding of IFRS and UK GAAP, • Practical experience of financial reporting processes and controls, • Excellent organisation and planning skills, • Highly analytical with strong attention to detail and a commitment to delivering accurate, high quality reporting, • Strong stakeholder management and communication skills, with the ability to build effective relationships, • Ability to navigate ambiguity and adapt to change in a complex and changing environment, • Experience of process improvement and reporting simplification activity, • Good working knowledge of Microsoft Office, • Experience of reporting in the UK financial services industry, • Experience of consolidated reporting, • Experience of regulatory reporting under the Investment Firms Prudential Regime, • Experience of regulatory reporting under Solvency II, • Experience of working with large, complex data sets, • Experience of the financial and regulatory reporting software being used by Quilter (including CDM and Workday) 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. 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. 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 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. #J-18808-Ljbffr

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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! Level: 3 Department: Security and Property Location: Southampton, United Kingdom Contract Type: Permanent Regulated/Non-Regulated: Non-Regulated The Workplace Project Manager will play a key role in the successful delivery of Security & Property projects across Quilter, taking ownership of small to medium-sized projects and ensuring they are delivered safely, effectively and in line with agreed scope, budget, timelines, governance standards and stakeholder expectations. The role will also act as the internal Quilter lead and key point of contact for larger property, refurbishment and relocation projects where external project managers, cost consultants or specialist partners are appointed, ensuring internal requirements are clearly understood, decisions are progressed, risks are managed and outcomes remain aligned to business priorities. • Lead the end-to-end delivery of small to medium-sized projects, including workspace improvements, facilities management changes, refurbishments, compliance activity and business-led property initiatives., • Develop and manage project plans (scope, timelines, dependencies, deliverables)., • Ensure adherence to governance, approvals and controls., • Coordinate resources and prioritise across competing demands., • Track performance against plan, proactively managing variances., • Act as the internal Quilter contact for larger projects where an external project manager, cost consultant, contractor or specialist supplier is appointed, including major refurbishments, relocations and other property-led initiatives., • Coordinate internal stakeholders, governance inputs, business requirements, approvals and reporting to ensure externally managed projects remain aligned to Quilter priorities and decision-making timelines., • Provide assurance on progress, risks and dependencies into programme forums and/or via your line manager., • Produce high-quality MI including RAG status, milestones, financials, risks and issues., • Maintain central project tracking tools and dashboards., • Contribute to governance forums and leadership reporting., • Ensure delivery aligns to governance standards, supporting transparency and auditability., • Manage project budgets (forecasting, tracking, variance analysis)., • Monitors spend vs approvals, escalating risks early., • Drive cost efficiency and value-for-money outcomes, • Identify, assess and manage delivery risks and issues., • Maintain and track risk/issue logs with clear mitigations., • Escalate material risks and support resolution via governance., • Ensure alignment to risk frameworks and control requirements., • Build strong cross-functional relationships (Property, Ops, IT, Finance, Procurement, suppliers)., • Develop and deliver clear communication plans., • Provide concise, tailored updates to all audiences., • Facilitate meetings and decision-making sessions to ensure alignment., • Drive consistent delivery through tools, templates and best practice., • Identify and implement efficiency improvements., • Contribute to governance frameworks and reporting standards., • Promote a culture of accountability, resilience and continuous improvement You will be an organised, proactive and confident project professional who can bring structure, pace and clarity to delivery. You will be comfortable managing multiple small to medium-sized projects directly, while also acting as the internal lead and point of contact for larger property or refurbishment projects delivered through external project managers, cost consultants and specialist partners. You will be able to translate business needs into clear project plans, manage dependencies, track budgets and risks, and keep stakeholders informed through concise, accurate reporting. You will have an essential project management qualification, such as PRINCE2, APM, PMP or equivalent, and ideally bring experience from a property, facilities, workplace or refurbishment environment. Just as important will be your ability to build strong relationships, challenge constructively, manage detail without losing sight of the wider objective, and ensure projects are delivered to a high standard in a working environment. • Project management qualification is essential, such as PRINCE2, APM, PMP or equivalent., • Strong project management experience is required, ideally gained within property, facilities management, workplace, refurbishment or operational environments; however, broader project delivery experience will also be considered., • Proven ability to manage multiple concurrent projects with competing priorities., • Sound understanding of financial management, including budgets and forecasting, • Experience operating within structured governance frameworks, including reporting and MI production., • Excellent stakeholder management and communication skills, with the ability to influence and engage at all levels., • Demonstrated ability to identify, assess, and proactively manage risks within a regulated environment. 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. 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. 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. 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. 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. • 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 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. #J-18808-Ljbffr

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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! Level – 3 Department – Finance Location – Southampton Contract – FTC until 31st December 2027 This role supports the Finance Operations Team Manager and is integral to the accurate and controlled delivery of the trial balance. It underpins the integrity of the ledger by overseeing both automated financial feeds and the preparation and posting of manual journals, ensuring completeness and accuracy of financial data. • Oversee and deliver monthly and quarterly financial processes for the Business Units, ensuring accuracy of the Trial Balance and completion within agreed deadlines., • Review and reconcile balance sheet accounts for designated Business Units, ensuring all exceptions are identified, investigated, and resolved in a timely manner., • Prepare and distribute monthly Lead Schedules, including clear and up-to-date commentary on the current balance sheet position., • Drive continuous improvement in financial processes and outputs, identifying opportunities to enhance efficiency across the Finance Operations team and wider Finance function., • Manage governance tools, ensuring appropriate evidence is maintained and all required controls and signoffs are completed., • Provide leadership and support to team members through regular check-ins, individual meetings, and team discussions, ensuring effective monitoring of progress and development., • Assist in the preparation and provision of information required for external audits, ensuring accuracy and completeness., • Build and maintain strong working relationships with the wider finance team, promoting best practices and consistent standards., • Ensure all accounting and financial processes are fully documented and kept up to date, reflecting any changes in policy, regulation, or business requirements., • Strong technical accounting knowledge, with a solid understanding of ledger management, balance sheet reconciliations, and trial balance integrity., • Proven ability to manage and improve financial processes, identifying efficiencies and embedding best practice within a controlled environment., • High level of attention to detail, with the ability to identify, investigate, and resolve discrepancies in a timely manner., • Strong analytical skills, with the ability to provide clear insight and meaningful commentary on financial performance and key spend categories., • Excellent stakeholder management skills, with the ability to build effective working relationships across Finance, including Financial Controllers and wider teams., • Good understanding of governance, risk, and control frameworks within a regulated environment, • Effective communication skills, both written and verbal, with the ability to present financial information clearly to non-finance stakeholders., • Ability to prioritise and manage multiple deadlines, particularly within monthly and quarterly reporting cycles., • Proactive and continuous improvement mindset, with a focus on enhancing processes, controls, and outputs., • Strong team collaboration skills, with experience supporting and developing colleagues through regular engagement and feedback., • Progressing towards or holding an accounting qualification is desirable. 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. • 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., • 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. #J-18808-Ljbffr

Brockenhurst College a seeking a dedicated Student Support Attendance Adviser to join our team. This part time role offers 15 hours per week (Monday to Friday, 09.30 – 12.30) on a fixed term basis until 28 May 2027. In return, we offer a competitive salary of £24,617 pro rata. We are a high-achieving college who attract around 2,800 sixth form students across the region each year. We are based within the stunning New Forest National Park and offer our students a huge range of courses and superb facilities. The Student Support Attendance Adviser Role: We are seeking a part-time, term-time only Attendance Adviser to work within our Student Services team. This forward-facing post has a competitive salary of £24,617 per annum pro rata, and the opportunity to join a local government pension scheme. You will provide a high standard of friendly and welcoming customer service and administrative support within our Student Services Admin Hub. As a college, we strongly support continuing professional development and will encourage you to develop your skills and interests through a wide selection of training programmes. Responsibilities as our Student Support Attendance Adviser will include: • Maintaining filing and document management systems., • Updating student records with various attendance matters., • Signposting to our Safeguarding team where appropriate., • Processing internal and external communication., • Preparing documentation via a range of media., • Shredding or disposing of confidential waste., • Assisting with a range of events including College Open Evenings, Parents' Evenings, Induction Day and the Enrolment days, providing information and advice to prospective students, their parents and other visitors., • Carrying out duties with efficiency and diplomacy, ensuring confidentiality is always maintained and other such duties within the Student Services Admin Hub and Reception, commensurate with the grade of the post. This post operates at the Brockenhurst campus. As our Student Support Attendance Adviser ideally you will: • Give a high profile to equality of opportunity in all areas of activity, including compliance with the Equal Opportunities policy., • Aim to provide a safe and secure environment for all our students in compliance with our Child Protection policy., • Ensure compliance with the Disability Statement, including the need to notify HR of any changes in circumstances., • Participate in the agreed scheme for staff development, training and appraisal and be committed to continuous personal and professional development., • Carry out all duties with due regard to Health and Safety Regulations., • Ensure compliance with the Financial Regulations of the College., • Ensure compliance with the College Computer & Telecommunication Systems regulations, policies and procedures., • Notify HR of any changes in personal details, e.g. a change of name or address, car registration number, telephone number, next of kin/emergency contact details, etc. Benefits you will receive: • 25 days leave, rising with service, plus Bank Holidays and Christmas closure (pro rata for part time staff), • An option to purchase further leave through our Annual Leave Purchase Scheme, • Access to our Employee Assistance Programme provided externally to the College. This is a completely confidential service and is free to all members of staff at the College., • On-site Nursery offers childcare at superb rates in and outside of term time, • Enrolment into the Local Government Pension Scheme, • Free eye care vouchers, • Free secure onsite parking, • Access to a range of discounts including shopping, travel and healthcare, • Access to onsite Gym, Tennis/Badminton courts, Football pitches (indoor & out), • Weekly staff football If you feel you are the right candidate for this Student Support Attendance Adviser role, then please click ‘apply' now! Closing date: 13th September 2026 Interview date: w/c 21st September 2026 The College is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults, and expects all staff to share this commitment. The successful applicant will be required to undertake appropriate safeguarding checks which includes an enhanced DBS check as well as providing proof of right to work in the UK. JBRP1_UKTJ

About Usay Compare Usay Compare is one of the UK's leading comparison services for Health and Protection Insurance. We provide clear, expert and impartial advice to help clients make informed decisions with confidence. Our reputation is built on professionalism, service quality and a people-centred approach. With continued growth across our UK offices, we offer a supportive environment where individuals can develop strong advisory and sales careers. The Opportunity We are looking for an Insurance Sales Adviser to join our established sales team. This role suits someone who is motivated, confident on the phone and able to build rapport quickly. All leads are provided, and there is no cold calling. You will receive comprehensive training and ongoing support to develop your product knowledge and sales capability. This is a performance-driven role, but one where customer service and suitability remain at the core. Key Responsibilities • Manage inbound leads and carry out detailed fact-finding, • Provide clear, consultative advice on Private Medical Insurance, • Recommend appropriate products from leading UK insurers, • Communicate benefits and features confidently and accurately, • Handle queries and objections professionally, • Meet agreed sales targets and maintain high service standards, • Ensure all recommendations remain compliant and suitable About You • Proven phone-based sales experience, ideally in insurance or financial services, • Strong communication and listening skills, • Confident in handling objections and guiding conversations, • Target-driven with a consistent, professional approach, • Able to learn and apply product knowledge effectively, • Motivated by high performance and quality outcomes What We Offer • £35,000 basic salary, • Uncapped commission with high earning potential (OTE £70,000–£100,000+), • Full in-house training and continuous development, • Regular performance incentives, • Supportive and collaborative team culture, • Life Assurance (4x basic salary), • Group Income Protection, • Pension scheme with 6% employer contribution, • 26 days holiday plus bank holidays, • Long Service Awards, • Paid volunteering day and charitable initiatives, • Additional retail, eyecare and technology benefits If you are driven, professional and looking to build a successful advisory career, we welcome your application. #USAY Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please. JBRP1_UKTJ

FTE 27,709 - 29,542) per annum Customer Service Adviser 28. FTE 27,709 - 29,542) per annum Our Customer Service team is a small, friendly team dealing with a variety of enquiries at our Contact Centres in Pershore, Droitwich and Evesham. About you The successful candidate will: * Be enthusiastic abo

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