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 August 2026). 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: 2

Department: Marketing

Location: Southampton, United Kingdom or London, United Kingdom

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

This is a fantastic opportunity to join a supportive marketing team and play a key role in helping advisers with their day-to-day marketing queries.

This role is the first point of contact for advisers who email the team's marketing mailbox. The marketing executive will help advisers find the right guidance, tools and support. They will work with colleagues across the business to provide clear, accurate and timely responses.

The role provides a broad understanding of adviser marketing within a regulated financial services business. There are also opportunities to support wider marketing activity, content and campaigns when required.

Key responsibilities include:

Adviser marketing support

Manage the team's marketing mailbox and help advisers with queries about marketing materials, tools, campaigns, digital channels, branding and financial promotions.

Deliver a best in class adviser experience
Monitor new enquiries and provide clear, helpful and accurate responses within agreed service levels.

Understand the guidance
Use existing guidance to resolve enquiries, involving specialists or escalating when further advice or approval is needed.

Own each query from start to finish
Keep advisers updated, follow up agreed actions and make sure every enquiry reaches a clear conclusion.

Turn enquiries into insight
Keep accurate records and spot recurring themes, guidance gaps and opportunities to improve the adviser experience.

Connect with experts across Quilter
Work with colleagues across Marketing, Distribution, Risk and Compliance, Operations and other specialist teams to resolve enquiries.

Make support simple and consistent
Keep mailbox processes, response templates, frequently asked questions and guidance clear and up to date.

Help shape a better service
Suggest practical ways to make responses clearer, reduce repeat enquiries and help advisers find information more easily.

Wider marketing activities
When opportunities arise, support content updates, campaigns and projects by checking information, coordinating feedback or completing agreed actions.

About You

You will be highly organised, detail-oriented and able to manage multiple requests and projects simultaneously. A strong communicator with excellent written and verbal skills, you'll be comfortable working with colleagues at all levels and engaging with a wide range of external stakeholders.

We're looking for someone who:

• Has experience in customer service, marketing support, administration or a similar enquiry-based role.

• A confident written communicator who can explain information clearly and professionally.

• Well organised and responsive, with the ability to manage a shared mailbox, priorities and follow-up actions.

• Strong attention to detail and the judgement to resolve or escalate queries appropriately.

• A collaborative approach, working across teams to gather information and coordinate responses.

• An interest in marketing or financial services, with a willingness to learn our tools, processes and regulatory requirements.
• Confident using Microsoft Office; experience of shared mailboxes, case management tools or enquiry trackers would be useful.

• Curious about AI and keen to use it responsibly to streamline tasks and improve efficiency.

• A proactive team player who takes ownership, asks questions and looks for ways to improve adviser support.

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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,