Investment Manager

About The Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

Level: 4 and 5

Department:
Investment Management

Location:

Manchester

Contract:

Permanent

The purpose of the role is too to provide investment management services and/or investment advice to a range of private and semi-institutional clients.

• Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm.
• To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.
• To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.
• To ensure that all client relationships are properly documented and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is maintained up-to-date and properly documented.
• To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures.
• To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate.
• To attend and participate in relevant company meetings as required in the various other aspects of the Quilter Cheviot investment selection process.
• To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.
• To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients
• To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.

The role is a Certification role, Certification Functions
4) Functions requiring qualifications and
7) Client-Dealing

This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money.

• Professional qualifications as specified by the…