Product Analyst - Quilter

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 offers financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management across its Affluent and High Net Worth segments. Affluent includes the financial planning business and the Quilter Investment Platform. High Net Worth features the discretionary fund management business Quilter Cheviot and its financial planning service for private clients, charities, trustees and partners throughout the UK, Ireland and Channel Islands.

Our foundations are rooted in extraordinary expertise trusted by hundreds of thousands of customers, and we continually modernise to remain customer‑centric. If you want to be bold, bring new ideas and challenge what we do, it’s the perfect time to join us!

Level: 4
Department:
Group Technology Solutions

Location:

Southampton or London
Contract type:
Permanent

We are seeking an experienced and passionate Product Analyst to maintain and support technology products within the business. The successful candidate will focus on customer experience and have deep hands‑on experience in supporting and configuring CRM‑type platforms. Preference for experience in the wealth management sector, strong attention to detail, and flexibility to work in both product support and high‑pressure change delivery teams on major product enhancements.

• Provides first line support for user queries on Quilter technology products, application functionality, and data within the assigned business area.
• Supports third‑party products and in‑house developed applications, including configuration, data, intraday and overnight batch monitoring.
• Troubleshoots and supports system issues as they arise, tracking and monitoring.
• Tracks incidents and requests ensuring service delivery meets Quilter business unit requirements.
• Conducts research to respond to inquiries using available resources and identifies solutions or redirects issues to the appropriate resource.
• Uses best practices and frameworks such as ITIL while working on Incident and Problem management.
• Supports execution of integrations to other applications.
• Provides support during office and out‑of‑hours for assigned projects and tasks as required.
• Develops and maintains documentation of system configuration and operational procedures.
• Creates, maintains and communicates procedural guides and knowledge‑base articles for team and customer use.
• Assists project / change teams with ad‑hoc work as required.
• Partners with the assigned business area to understand new technology scope and its alignment with new functionality and security.
• Develops and maintains awareness of divisional and data security and complies with policies and procedures.

• Configures and maintains platform components.
• Ensures configuration implementations adhere to specifications, aligning with product design, regulatory requirements, and operational best practices.
• Follows change and version management best practices, ensuring a high degree of control over live and development configuration states.
• Works with platform vendors to manage and migrate configuration changes across development, test and production environments.

• Performs unit testing and provides configuration‑related support for integration, non‑functional and user acceptance testing (UAT).
• Validates configuration outcomes against business requirements and expected client behaviour.
• Works closely with Business Analysts and vendors to identify, record, triage and resolve defects.

• Works collaboratively in dynamic and geographically dispersed delivery teams, embracing rapidly evolving requirements and product features, and agile ways of working.
• Participates in workshops with internal stakeholders, supporting Business Analysts to clarify requirements and propose configuration‑based solutions.
• Contributes to the team’s implementation plans, configuration timelines and…