Literature Specialist
Listed on 2026-07-17
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Finance & Banking
Financial Analyst, Regulatory Compliance Specialist, Financial Advisor / Consultant
About The Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £141.2 billion in customer investments (as of 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 planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
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, including our colleagues.
Our business is transforming, continually modernising, and becoming 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!
AboutThe Role
- Level: 4
- Department: UK Platform – Operational Change
- Location:
Southampton, United Kingdom (Hybrid) - Contract Type:
Permanent - Regulated/Non-Regulated:
Non-Regulated
As a Literature Specialist, you’ll help keep Quilter Platform Operations’ forms and customer literature accurate, clear and up to date. You’ll manage reviews, updates and delivery activity, making sure materials support customer outcomes, business requirements and regulatory standards. Working with stakeholders across the business, you’ll use your judgement, attention to detail and collaborative approach to improve the way materials are created, approved and shared.
Managingcontrols and governance
- Act as the main point of contact for forms and literature relating to Quilter Platform Operations.
- Use insight, feedback and root cause analysis to identify improvements and support better customer outcomes.
- Stay up to date with product, regulatory, operational and process changes, making sure these are reflected in customer materials.
- Apply best practice, including behavioural science where appropriate, to make materials clearer, more effective and easier to use.
- Plan and manage changes to forms and literature, ensuring they align with business needs, marketing plans and readiness activity.
- Manage projects and delivery activity, tracking progress, reporting updates and helping to resolve risks or issues.
- Support the creation, review, proofreading and approval of materials to help keep delivery moving.
- Review materials to make sure they meet customer, brand and regulatory standards.
- Share new or updated materials with relevant teams and follow processes carefully to reduce errors and risk.
- Build trusted relationships with colleagues and external partners involved in producing and updating materials.
- Collaborate openly with stakeholders, helping them resolve queries and make clear, informed decisions.
Experience in marketing, financial services, operations or customer communications would be useful, particularly in one or more of the following areas:
- Investment or retirement products
- Customer-facing roles or internal operations processes
- Financial promotions or regulatory requirements (eg FATCA, CASS)
Confidence using Microsoft Excel, Word and PowerPoint. Experience with Adobe Acrobat would also be helpful.
Strong written and verbal communication skills, with the ability to explain complex information clearly.
Great attention to detail and a commitment to producing accurate, high-quality work.
Confidence working with stakeholders, influencing decisions and building positive relationships.
A proactive…
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