Head of Office

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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About The Role

Level: 6

Department: Investment Management

Contract: Permanent

Location: Jersey

• Provide enterprise‑level leadership and accountability for the office and designated international markets, including Jersey and Dubai, acting as a steward of Quilter Cheviot International’s (QCI) strategy, culture, risk appetite and reputation across international jurisdictions.
• Own and drive the strategic direction, medium‑term business plan and performance outcomes for Jersey and Dubai, agreed with the CEO Europe and International Markets, and subject to oversight, challenge and assurance through the QCI Executive Committee and QCI Board.
• Lead the delivery of sustainable, profitable growth across Jersey and Dubai, balancing commercial opportunity with disciplined risk management, regulatory integrity and consistently strong client outcomes.
• Act as the senior accountable leader for governance, regulatory integrity and first‑line risk ownership across Jersey and Dubai, ensuring robust controls, clear accountability and high‑quality management information to support effective ExCo and Board oversight.
• Set the strategic framework for resource allocation, talent deployment, succession planning and cost discipline, ensuring Jersey and Dubai are resilient, scalable and appropriately structured to support QCI’s long‑term ambitions.
• Provide senior oversight and challenge on operational effectiveness and resilience, ensuring systems, processes and infrastructure support regulatory compliance, operational resilience and high‑quality client service, without defaulting into day‑to‑day execution.
• Partner closely with the Head of Dubai and senior leadership in Jersey to shape and execute market‑specific strategies, ensuring clarity of accountability between local leadership, the QCI Executive Committee and the QCI Board.
• Champion the consistent application of Quilter Cheviot’s propositions, investment philosophy and client service standards across Jersey and Dubai, maintaining coherence, regulatory consistency and brand integrity while allowing for appropriate local market nuance.
• Represent QCI at a senior level with regulators, clients, professional intermediaries and external stakeholders across Jersey and Dubai, providing confidence and assurance to the QCI Executive Committee and Board on regulatory relationships and market reputation.
• Act as a senior contributor within QCI’s governance framework, including active engagement with the QCI Executive Committee, attendance at Risk Committee and contribution to Board discussions as required, providing strategic insight, challenge and assurance.

People, Leadership & Culture Accountabilities

• Provide visible, values‑led leadership across Jersey and Dubai, setting clear expectations on performance, conduct, collaboration and accountability, and role‑modelling the behaviours required to sustain QCI’s culture, regulatory standards and reputation.
• Actively coach, mentor and develop senior colleagues across Jersey and Dubai, using judgement, challenge and support to strengthen leadership capability, decision‑making quality and resilience, and to build sustainable succession depth aligned to QCI’s strategic priorities.
• Create the conditions for high performance by establishing clear accountability, stretching objectives and disciplined performance management, ensuring leaders are empowered, held to account and supported to deliver consistently strong outcomes.
• Build and sustain high‑performing leadership teams through effective succession planning, targeted capability development and proactive talent management, reducing key‑person risk and strengthening the long‑term leadership pipeline across international markets.
• Foster an inclusive, respectful and psychologically safe environment in which diverse perspectives are valued, colleagues are treated fairly, and leaders are equipped to lead through complexity, change and regulatory scrutiny.

Consumer Duty

This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money.

Senior Managers & Certification Regime (SMCR) Roles

SMF18

Certification Function –6) Material Risk Taker (MRT)

About You

Experience: Significant experience in the financial services or wealth management industry, with a proven track record in a similar senior, supervisory, or management role. A proven track record of driving business growth through client acquisition, referrals, and delivery against ambitious targets.

Leadership Skills: Demonstrable success as an effective leader of diverse teams, with strong interpersonal, communication, and decision-making skills.

Financial Acumen: Strong business acumen and an in-depth understanding of investment management, investment products, market trends, and P&L management.

Qualifications: Advanced qualifications such as the Chartered Wealth Manager Qualification (CISI Level 7 Diploma), CFA essential

Regulatory Knowledge: Deep understanding of relevant regulatory and legal frameworks

#QC

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 increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.