Adviser Proposition Analyst

Job not on LinkedIn

🔥 2 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

🇬🇧 UK Skilled Worker Visa Sponsor

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Logo of Quilter

Quilter

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Quilter is one of the biggest names in financial services, committed to responsible business practices and delivering exceptional support to customers. It fosters an inclusive and diverse workplace culture, emphasizing the importance of employee wellbeing, career growth, and flexibility in work arrangements. Quilter also engages in community initiatives, including programs to assist veterans and military reservists, showcasing its dedication to social responsibility.

📋 Description

• Research data, competitor activity, market developments and adviser needs to generate practical insight • Identify trends, exceptions and evidence gaps • Support proposition initiatives from exploration through testing and implementation • Engage stakeholders and adviser-facing teams to gather and structure information • Build evidence packs for proposition reviews, due diligence, governance papers and committee decisions • Review provider evidence and highlight areas requiring challenge or escalation • Coordinate due diligence information shared with third parties • Produce clear briefings, research outputs, meeting summaries and draft documents • Track reviews, deadlines and actions, escalating exceptions promptly • Improve repeatable processes, templates and records through smarter use of technology • Support the fund research service and gain insight into adviser queries and specialist investment expertise

🎯 Requirements

• Curiosity about financial advice and motivation to build knowledge of advice businesses, propositions, markets and regulation • Organised and accurate, with reliable record-keeping and disciplined follow-through • Ability to communicate clearly and turn complicated material into concise, balanced messages • Ability to work with varied internal and external teams • Comfortable taking ownership within a defined brief, asking focused questions and escalating unclear requirements or evidence • Experience in financial services, analysis, research, project support or governance useful but not required • Transferable skills, sound judgement and potential to grow • Ability to work remotely in England/UK context

🏖️ Benefits

• 182 hours holiday (26 days) • Quilter Incentive Scheme; all employees are eligible to participate • Non-contributory company pension scheme, boostable through personal contributions • Private Medical Insurance with single cover as standard and options to include partner or children • Life Assurance at 4x salary • Income Protection at 75% of salary, less state benefits, payable after 26 weeks of absence • Healthcare Cash Plan for Jersey employees only • Flexible benefits for UK employees, payable via salary deduction

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