Client Transitions Manager

Client Transitions Manager – Quilter Cheviot

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

About the Role
Level: 4 – Department:
Relationship Management –

Location:

London (Hybrid) –

Contract:

Permanent

Responsibilities

• Manage client analysis and change work to support acquisition projects and other ad hoc initiatives, ensuring minimal disruption to clients.
• Project planning and resource management, including relevant reporting and proactive issue and risk management.
• Deliver projects to specification, timescales, and budget.
• Internal and external stakeholder management.
• Support all client communication related to client transitions, ensuring effective distribution and timely delivery.
• Ensure all relevant system updates and client processes are in place and followed during client change work.
• Proactively identify areas for process improvement.
• Support delivery of other key initiatives, such as IT change projects in the advice space.

About You

• Experience in project management/co‑ordination.
• Management of internal & external stakeholders.
• Data analysis and report writing.
• Client relationship management.
• Change management.

You will have experience within Financial Services and an understanding of the advice framework & ongoing service delivery. You’ll be comfortable in a fast‑moving environment, adaptable, a self‑starter, able to learn quickly, work independently, taking full ownership of assigned deliverables.

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

Values
Do the right thing: We act with integrity and are committed to going above and beyond for our clients and communities.
Always curious: We continuously seek new ideas and knowledge.
Embrace challenge: We transform potential into meaningful outcomes.
Stronger together: We collaborate, listen, support, and empower one another.

Core Benefits
Holiday: 182 hours (26 days) –
Quilter Incentive Scheme: All employees are eligible to participate –
Pension Scheme: Non‑contributory company scheme with optional personal contributions –
Private Medical Insurance: Single cover as standard (options to increase for partner or children) –
Life Assurance: 4x salary –
Income Protection: 75% of salary (after 26 weeks) –
Healthcare Cash Plan: Jersey employees only.

Additional Flexible Benefits
We offer a range of flexible benefits to UK employees that you can choose and pay for via salary deduction.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Information Technology