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Client Transfer Analyst

Company

Quilter plc

Location

london, england

Posted

June 13, 2026

Position Overview

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as of March 2024).

About the Role

Level: 2
Contract: Permanent
Department: Operations
Location: Senator House, London

The Client Transfer Analyst is responsible for the accurate and tim...

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