Introduction to Quilter

Quilter plc stands as a cornerstone of the UK financial services industry, renowned for its comprehensive wealth management, financial advice, and investment solutions. Headquartered in London, Quilter has grown into a trusted partner for individuals, families, and institutions seeking to preserve and grow their wealth. With a strong market capitalization and over £100 billion in assets under management and administration, Quilter operates through multiple brands including Quilter Financial Planning, Quilter Cheviot, and Quilter Investors. The company’s reputation is built on a legacy of integrity, innovation, and a client-first approach that dates back over a century. Quilter's role in the finance sector extends beyond traditional advisory; it actively shapes industry standards through thought leadership and regulatory engagement. Organizations ranging from private clients to large corporations rely on Quilter for its deep expertise, robust technology platforms, and unwavering commitment to fiduciary responsibility. This introduction sets the stage for understanding why Quilter is consistently recognized as a top-tier employer and a leader in the financial advisory space.

Company History and Business Evolution

Quilter’s origins trace back to 1901 with the founding of Quilter & Co, a stockbroking firm in London. Over the decades, the company navigated the complexities of two world wars, economic booms, and recessions, steadily expanding its services. A pivotal milestone came in 2001 with the acquisition of Capita Stockbrokers, followed by the merger with Old Mutual Wealth in 2018, which rebranded as Quilter plc. This strategic move created one of the UK’s largest wealth management groups, combining Old Mutual’s extensive adviser network with Quilter’s investment expertise. Subsequent acquisitions, such as Cheviot Asset Management in 2019, further solidified its position. The company’s evolution reflects a journey from a traditional stockbroker to a modern, technology-enabled financial services powerhouse. Innovations include the development of the Quilter Platform, a digital advice and investment tool, and a focus on sustainable and responsible investing. Today, Quilter serves over 900,000 clients and partners with thousands of financial advisers, making it a dominant force in the UK wealth management landscape.

Quilter at a Glance

• Headquarters: London, United Kingdom
• Founded: 1901 (as Quilter & Co)
• CEO: Steven Levin
• Revenue: £1.2 billion (2023)
• Employees: 4,800+
• Assets Under Management: £118 billion (2023)
• Industry: Financial Services – Wealth Management & Financial Advice
• Subsidiaries: Quilter Financial Planning, Quilter Cheviot, Quilter Investors, Quilter Platform
• Stock Symbol: QLT (London Stock Exchange)
• Market Cap: £1.5 billion
• Client Base: Private clients, financial advisers, institutions
• Awards: Best Wealth Manager (Citywire), Best Adviser Platform (Financial Adviser) – multiple years
• Regulation: FCA (Financial Conduct Authority)
• ESG Commitment: Net-zero target by 2050, Sustainable Finance Disclosure Regulation compliance
• Digital Tools: Quilter Platform, My Quilter app, Quilter Financial Adviser Portal
• Partnerships: Schroders, L&G, BlackRock
• Global Presence: UK-focused with international client base
• Recent News: Acquisition of Cheviot (2019), launch of ESG fund range (2021)
• Culture: ‘One Quilter’ ethos, diversity & inclusion initiatives
• Community: Quilter Foundation charitable arm

Mission, Vision, and Core Corporate Values

Quilter’s mission is to help people achieve their financial goals by providing expert advice, innovative investment solutions, and exceptional service. The vision is to be the most trusted wealth management company in the UK, known for ethical practices and long-term client relationships. Core values include integrity – always acting in the client’s best interest; expertise – continuous learning and sharing knowledge; innovation – leveraging technology to enhance outcomes; collaboration – working as one team across brands; and responsibility – promoting financial wellbeing and sustainable investing. These values permeate every level of the organization, from adviser training to product development, ensuring that Quilter remains a responsible corporate citizen.

Business Strategy and Future Roadmap

Quilter’s strategic focus revolves around three pillars: organic growth – deepening relationships with existing clients and advisers; technology investment – enhancing digital capabilities to improve efficiency and client experience; and sustainable investing – expanding ESG offerings to meet growing demand. The company plans to increase its market share in the high-net-worth segment while simplifying its platform for financial advisers. Future initiatives include integrating artificial intelligence for personalised portfolio management and expanding its presence in the growing advised-market for retirees. Quilter also aims to achieve carbon neutrality by 2050 and to have 50% of its funds classified as Article 8 or 9 under SFDR by 2025.

Products, Technologies, and Services

Quilter offers a wide range of products and services: Financial Advice – personalized retirement planning, inheritance tax strategies, and investment advice through a network of 1,500+ financial advisers. Investment Management – discretionary portfolio management via Quilter Cheviot, with multi-asset, equity, and fixed-income strategies. Platform Services – the Quilter Platform provides a digital hub for advisers and clients to view portfolios, trade, and generate reports. Funds – a suite of 50+ funds managed by Quilter Investors, including multi-asset income, growth, and sustainable ranges. Technology includes the My Quilter app, which gives clients real-time access to their investments, and a robust CRM for advisers. Additionally, Quilter offers corporate benefits and pensions for businesses.

Industries and Markets Served

Quilter primarily serves the UK wealth management market, focusing on affluent and high-net-worth individuals, families, and businesses. The company also supports the financial adviser community with back-office solutions and compliance support. Its institutional clients include charities, pension funds, and corporates seeking bespoke investment solutions. Quilter’s expertise spans across retirement planning, tax efficiency, estate planning, and responsible investing. The company is particularly strong in the South East of England but has a national footprint via its adviser network.

Leadership and Management Philosophy

Under CEO Steven Levin, Quilter embraces a leadership philosophy centred on empowerment and accountability. The management team encourages open communication, data-driven decision-making, and a culture of continuous improvement. Leaders are expected to champion diversity, foster innovation, and maintain the highest ethical standards. Quilter’s board includes experienced professionals from finance and technology, ensuring a blend of traditional wisdom and modern thinking. The company’s flat structure enables quick adaptation to regulatory changes and client needs.

Corporate Events, Conferences, and Community Engagement

Quilter regularly hosts financial education webinars, investment outlook conferences, and adviser roadshows across the UK. The annual Quilter Financial Planning Conference attracts over 1,000 advisers and industry experts. The company is also active in community engagement through the Quilter Foundation, which supports financial literacy programmes and local charities. Employees participate in volunteer days and fundraising events, reinforcing Quilter’s commitment to social responsibility.

Employees and Workplace Culture

Quilter fosters a culture of inclusion, collaboration, and professional growth. Employees benefit from flexible working arrangements, comprehensive training programmes, and clear career progression paths. The company has been recognised as a Top Employer by the Financial Times and maintains high employee satisfaction scores. Diversity networks such as Quilter Women and Pride Quilter support underrepresented groups. Regular feedback loops and innovation hubs encourage staff to contribute ideas that improve client outcomes.

Job Details & Requirements for this Posting

Role: Quilter Financial Advisor – Wealth Management Specialist

This is a full-time, London-based role focused on delivering holistic financial advice to high-net-worth clients. You will manage a portfolio of clients, develop tailored financial plans, and collaborate with investment specialists at Quilter Cheviot. The role requires a proven track record in financial advisory, strong relationship management skills, and a commitment to ethical standards.

Key Responsibilities

• Conduct comprehensive financial reviews and create personalised wealth strategies.
• Advise on investments, pensions, inheritance tax, and estate planning.
• Maintain regulatory compliance and uphold Quilter’s client-first philosophy.
• Build and nurture long-term relationships with clients and professional introducers.
• Utilise Quilter’s digital tools to enhance client engagement.

Qualifications

• Level 4 Diploma in Financial Planning (or equivalent).
• Minimum 5 years’ experience in a similar role within UK wealth management.
• Chartered Financial Planner status preferred.
• Strong knowledge of FCA regulations and tax legislation.
• Excellent communication and presentation skills.
• Proven ability to generate new business and retain clients.

Why Join Quilter?

• Competitive salary (£45k-£75k plus uncapped commission and bonus).
• Comprehensive benefits including pension, private health, and income protection.
• Access to Quilter’s cutting-edge platform and research.
• Continuous professional development and support toward Chartered status.
• Part of a prestigious FTSE 250 company with a strong brand.

Customer Reviews and Industry Reputation

GLASSDOOR

On Glassdoor, Quilter holds a rating of 3.8 out of 5 stars based on over 500 reviews. Employees praise the company’s collaborative culture, strong leadership, and training opportunities. Common positive themes include work-life balance and the ‘One Quilter’ ethos. Some reviews note that pay could be more competitive at lower levels, but overall sentiment is positive. The Glassdoor rating reflects Quilter’s commitment to employee engagement.

INDEED

Indeed reviews give Quilter an average of 3.7 stars. Employees highlight the supportive management and clear career progression, especially for advisers. Constructive feedback often relates to workload during peak seasons. Nonetheless, Quilter consistently ranks above industry average in satisfaction.

GARTNER PEER INSIGHTS

On Gartner Peer Insights, Quilter’s platform receives 4.2 out of 5 stars from financial advisers. Users commend its ease of use, robust reporting, and integration capabilities. The platform is recognised as a leader in the digital wealth segment.

TRUSTPILOT

Trustpilot reviews from Quilter’s direct-to-consumer services show a mixed score of 3.4 stars, with many praising the clarity of advice but some citing slow response times. Quilter actively responds to feedback, demonstrating a commitment to improvement.

G2

G2 reviews for Quilter’s technology solutions average 4.0 stars. Advisers appreciate the mobile app and client portal, though some suggest enhancements for reporting features. Quilter’s NPS among advisers is strong.

GOOGLE REVIEWS

Google Reviews for Quilter branches across the UK average 4.1 stars. Clients highlight professionalism and peace of mind. Negative reviews are rare and usually resolved quickly by Quilter’s client service team.

LINKEDIN REPUTATION

On LinkedIn, Quilter’s company page has a follower count of 100,000+ and is regarded as an employer of choice. Thought leadership articles and job posts receive high engagement, reinforcing its reputation as a progressive financial services firm.

Why Organizations Choose Quilter

Organisations partner with Quilter for its trusted brand, deep expertise, and innovative technology. Financial advisers benefit from a comprehensive platform that simplifies compliance and portfolio management. Clients value the personalised service and the assurance of working with a regulated, financially strong institution. Quilter’s commitment to sustainability and corporate governance also appeals to institutional investors looking for responsible partners.

Official Contact Information

For inquiries and assistance, please reach out to Quilter using the following contact details:

Quilter plc
8th Floor, 50 Fenchurch Street, London, EC3M 3JY, United Kingdom
Contact Number: +44 (0)20 7268 9000
Support Number: +44 (0)345 600 1600
Helpdesk Number: +44 (0)345 600 1700
Website: www.quilter.com

Official Social Media Presence

Stay connected with Quilter on LinkedIn: Quilter LinkedIn; Twitter: @Quilterplc; Facebook: Quilter Facebook; and YouTube: Quilter YouTube.

SEO FAQ Section

Quilter is a leading UK wealth management company that provides financial advice, investment management, and platform services to individuals and institutions.

Yes, Quilter has strong employee reviews on Glassdoor and Indeed, with a culture of collaboration and continuous learning.

Quilter's headquarters are located at 50 Fenchurch Street, London, EC3M 3JY, United Kingdom.

The CEO of Quilter is Steven Levin, who has led the company since 2018.

Quilter employs over 4,800 people across the UK and internationally.

As of 2023, Quilter has approximately £118 billion in assets under management and administration.

Quilter offers financial planning, discretionary portfolio management, platform services, and a range of investment funds.

Yes, Quilter is regulated by the Financial Conduct Authority (FCA) in the UK.

The Quilter Platform is a digital system for financial advisers to manage client investments, produce reports, and execute trades.

Yes, Quilter has a dedicated ESG fund range and a commitment to net-zero carbon emissions by 2050.

Quilter Cheviot is the discretionary investment management division of Quilter, serving private clients and institutions.

You need a Level 4 Diploma in Financial Planning and relevant experience. Quilter regularly recruits advisers through job postings and partnerships.

Quilter’s annual revenue for 2023 was £1.2 billion.

Yes, the Quilter Foundation supports financial literacy and community projects.

Quilter Investors includes a suite of multi-asset and thematic funds designed for retail and institutional investors.

Quilter has employee resource groups like Quilter Women and Pride Quilter, plus inclusive hiring policies.

Quilter focuses on organic growth, technology investment, and expanding its sustainable investing proposition.

Yes, the My Quilter app gives clients real-time access to their portfolios.

Quilter has won Best Wealth Manager and Best Adviser Platform multiple times from Citywire and Financial Adviser.

You can call +44 (0)345 600 1600 or visit the website for online support.

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