Succession Planning Process Manager

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2billion in customer investments (as of December 2025). The company offers financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management through its Affluent and High Net Worth segments.

Level: 4 |

Location:

Southampton, Hybrid | Department:
Acquisitions & Mergers |

Contract:

Permanent

The role owns the end‑to‑end process for all types of internal acquisitions, including the National Retirement Plan (NRP), Practice Buy Outs (PBOs) and Management Buy Outs (MBOs) for Advisers and AR Firms within the Quilter Financial Planning Network. It also supports partner growth hubs with assessment and due diligence of external acquisition opportunities.

• Manage and implement processes and controls for AR acquisitions, MBOs and succession plans in line with legal, commercial and regulatory requirements.
• Review due diligence, assess risks and opportunities, prepare proposals and funding applications for internal approval.
• Consult with stakeholders across the business to promote and oversee the succession planning proposition within the Financial Planning Network.
• Prepare business cases and presentation packs for executive meetings and provide management information for tracking customer outcomes, financial and quality measures.
• Lead the pre‑acquisition process for NRP advisers, including valuations, monthly meeting packs and offer letters.
• Act as key point of contact throughout the transaction lifecycle until completion, coordinating payment processing and deferred payment management.
• Provide administrative support to the Mergers & Acquisitions team, prepare committee meeting packs, act as secretary, take minutes and produce the chairperson’s report.
• Maintain accurate transaction records, tracked through the Mergers & Acquisitions MI and team folders.
• Support development of the succession planning function, enhancing processes and controls with external specialists.
• Review and maintain succession planning and NRP processes, propositions and marketing materials.
• Analyse revenue data to support business valuations and prepare practice information packs for retiring or selling advisers.
• Promote the Quintile Financial Planning succession planning and NRP propositions to new and existing ARs, partners and advisers.
• Ensure financial planning and budget oversight, integrating proposals and acquisitions into business planning and forecasting models.
• Adhere to the company’s risk and control framework, identifying and managing risks, raising risk events and collaborating on PBO and MBO reviews.

• At least two years’ experience in a regulated distribution environment (preferred but not essential).
• Excellent understanding of how Appointed Representative firms operate and create value for their business.
• Ability to work under pressure and manage conflicting priorities.
• Strong communication and presentation skills to a wide range of stakeholders including AR firms, internal departments and the executive team.
• Commercial knowledge of AR contracts and advice networks (advantageous).
• Understanding of FCA principles around Good Customer Outcomes and how to validate them.
• Experience building and managing good working relationships.
• Experience managing processes and risk.

We value diversity and promote inclusivity in all aspects of our culture. We believe in equal opportunities for all and ensure no applicant encounters less favourable treatment based on skills, qualifications, experience or potential. We celebrate unique contributions from a diverse workforce and foster a respectful, nurturing environment where every colleague can thrive.

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme:
  All employees eligible to participate to incentivise business performance.
• Pension Scheme:
  Non‑contributory company pension scheme that can be boosted through personal contributions.
• Private Medical Insurance:
  Single cover as standard with options to increase cover for partners or children.
• Life Assurance: 4× your salary.
• Income Protection: 75% of salary (less state benefits), payable after 26 weeks of absence.
• Healthcare Cash Plan:
  Available to Jersey employees.
• Flexible benefits: UK employees can choose and pay for a range of additional benefits via salary deduction.

We are committed to treating all job applicants fairly and with respect. All candidates are welcome regardless of background, beliefs, culture, gender identity, ethnicity, sexual orientation or disability. Please contact the talent acquisition team if you need a reasonable adjustment to the recruitment process, require information in an alternative format or have accessibility questions; we will try our best to accommodate.