Advice & AI Development Officer

About The Business 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! About The Role Level: 4 Department: Distribution Location: Homebased, United Kingdom Contract Type: Permanent Regulated/Non-Regulated: Non-Regulated At Quilter, our purpose is to help create brighter financial futures for every generation. We do this by supporting advisers and their clients in navigating the complexities of financial planning with confidence, care, and clarity. By combining strong relationships, innovative technology, and a commitment to high-quality advice, we enable advisers to build more successful, sustainable businesses while delivering better outcomes for the people they serve. Our focus is on making it easier to do business, continually evolving how we work to meet the needs of a changing world. Our Relationship team partner with financial advice companies, specifically building relationships with their principals, and self-employed advisers via our National business, Quilter Financial Advisers. We provide a home for those who wish to grow their own adviser firms, trading under their own name, and those that wish to trade as a self-employed adviser under the Quilter name, whilst using our technology, compliance services and our investment proposition. As a member of the Distribution team this vital role provides dedicated expertise to assist the Head of Advice Development and the wider leadership team. This is a great opportunity to support the development of the advice business of tomorrow by working with new technologies and new ways of working to secure Quilter’s position as one of the most progressive advisory firms in the UK. We have a fantastic proposition, and our goal is to make it noticeable easier for our advisers to conduct business. This role is pivotal in driving the strategic vision and execution of initiatives across the Quilter Channel. You will support the Head of Advice Development in enabling Quilter Channel teams to operate effectively, ensuring robust governance, adherence to policies, and continuous improvement in how activities are delivered. This role plays a central part in driving the ongoing development of the function, working across a broad stakeholder network to identify opportunities to enhance processes, streamline ways of working, and embed best practice. You will contribute to shaping and evolving operational frameworks, moving beyond day-to-day support to actively improve how the department delivers against its objectives. A key focus of the role is the implementation, optimisation, and ongoing development of tools and processes that improve efficiency and effectiveness. This includes supporting the rollout and continuous enhancement of AI-enabled solutions, working with subject matter experts to identify opportunities to automate, simplify, and improve day-to-day activities across teams. You will maintain oversight of these improvements to ensure sustainable adoption and measurable impact. You will act as a connector between teams, data, and processes—helping to identify inefficiencies, enhance data quality, and strengthen the underlying processes that support future scalability. This includes contributing to the design and refinement of reporting, governance processes, and operational controls to ensure they are fit for purpose and continuously improved. You will lead on the coordination and continuous improvement of governance and reporting activities, including preparation of management information, committee materials, and tracking of audit actions. A key aspect of this will be enhancing the quality, consistency, and usability of outputs to better support decision-making. In addition, you will support the preparation and ongoing improvement of regulatory processes, ensuring that submissions are accurate, controlled, and delivered through efficient, well-defined workflows. Throughout all aspects of the role, you will champion a mindset of continuous improvement, with a focus on delivering better outcomes for customers and advisers through smarter, more efficient, and more scalable ways of working. Consumer Duty This role contributes to good customer outcomes under the Consumer Duty framework by: * Ensuring governance and oversight frameworks are robust and effective. * Supporting accurate and transparent regulatory reporting and management information. * Supporting disciplined oversight of incentives governance to ensure alignment with fair customer outcomes. * Providing senior leadership with timely insight to identify, assess and address risks that could impact advisers or customers. While not directly customer-facing, the role plays a critical part in enabling a well-controlled, transparent and accountable advice business that delivers positive customer outcomes. About You * Excellent stakeholder management with the ability to build effective relationships and navigate across levels and functions with ease and diplomacy. * Results orientated and natural problem solver. * Highly organised with strong attention to detail, particularly when working at pace. You must have the ability to multitask and manage longer term projects alongside a busy day to day agenda of reporting and BAU tasks. * Self-disciplined and ability to work to tight deadlines. * Excellent verbal and written communication skills with ability to communicate negative and positive messages. * Resilience and adaptability. * A strong work ethic and ability to perform under pressure is essential. **Inclusion \& Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. 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.**