Literature Specialist

Company Overview

Quilter plc is a leading wealth management business, overseeing £141.2billion in customer investments. The company delivers financial advice, investment platforms, multi‑asset solutions and discretionary fund management across two segments – Affluent and High Net Worth.

Level: 4 –
Department: UK Platform – Operational Change –
Location: Southampton, United Kingdom (Hybrid) –
Contract: Permanent –
Regulated: Non‑Regulated

• Manage reviews, updates and delivery of platform operations forms and customer literature, ensuring accuracy and consistency.
• Act as the main point of contact for all Forms and Literature relating to Platform Operations.
• Apply root‑cause analysis and feedback to identify improvements that enhance customer outcomes.
• Keep customer materials aligned with product, regulatory, operational and process changes.
• Use best practice, including behavioural science, to increase clarity and effectiveness of documents.
• Plan and manage changes to forms, coordinating with marketing, readiness activity and business needs.
• Lead projects and delivery activity, tracking progress, reporting updates and resolving risks or issues.
• Support creation, review, proofreading and approval of materials to keep delivery on schedule.
• Ensure all documents meet customer, brand and regulatory standards.
• Share new or updated materials with relevant teams following established processes to minimise errors.
• Build trusted relationships with internal and external stakeholders, resolve queries and facilitate informed decisions.

• Experience in marketing, financial services, operations or customer communications.
• Knowledge of investment or retirement products, customer‑facing roles or internal operations processes.
• Understanding of financial promotions or regulatory requirements such as FATCA and CASS.
• Confidence using Microsoft Excel, Word and PowerPoint. Experience with Adobe Acrobat is a plus.
• Strong written and verbal communication skills with the ability to explain complex information clearly.
• Excellent attention to detail and commitment to high‑quality work.
• Ability to influence decisions, build positive relationships and work collaboratively.
• Proactive problem‑solving with a focus on continuous improvement and better customer outcomes.
• Capacity to work independently, manage priorities and recognise when to escalade risks or issues.
• Curiosity, integrity and a willingness to keep learning.

• Holiday entitlement: 182 hours (26 days).
• Petty cash scheme: 75% of salary after 26 weeks of absence.
• Private medical insurance (single cover with optional extension).
• Life assurance: 4x your salary.
• Pension scheme: non‑contributory company scheme boosted by personal contributions.
• Incentive scheme eligibility for all employees.
• Flexible benefits available via salary deduction.

We value diversity and promote inclusivity across all aspects of our culture. All applicants are considered based on skills, qualifications, experience and potential, with no discrimination.

We are committed to treating all job applicants fairly and respectfully. Applicants of all backgrounds, cultures, and identities are welcome.