4 of 4 Wealth Management Jobs in the South East

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of June 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions … 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 ...

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of June 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions … 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 ...

Hands-on configuration Experience within: Dynamics 365 Sales Dynamics 365 Customer Service Model-Driven App configuration Power Automate Workshop facilitation and requirements gathering Stakeholder management across multiple business areas Experience delivering complex Dynamics transformation programmes Highly Desirable Power BI exposure JavaScript awareness Experience with Copilot, AI Agents or emerging … Microsoft AI capabilities Ideally from a private banking, wealth management, FS background The Type of Person We're Looking For Technical capability is important, but equally important is how you engage with stakeholders and operate within a team environment. The successful consultant will be: A strong communicator Able ...

migration projects. - Good SQL/database knowledge. - Experience with system integration and interfaces. - Strong understanding of banking/financial services. - Good communication and stakeholder-management skills. Preferred Experience - Experience with major UK/European banking environments. - Experience across areas such as Payments, Deposits, Lending, Securities, or Wealth Management. ...