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 even 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!

About the 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.

Managing controls 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.

Technical influence

• 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.

Operational control

• 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.

Relationship and Stakeholder Management

• 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.

About You

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 approach to problem solving, continuous improvement and delivering better customer

outcomes.

The ability to work independently, manage priorities and know when to escalate risks or issues.

A collaborative mindset, with curiosity, integrity and a willingness to keep learning.

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Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increas