Adviser Proposition Analyst

Overview

Level: 3
Department: Adviser Proposition
Location: Remote
Contract: Permanent, Full Time

This is a hands-on role focused on how financial advice is designed, delivered, and governed. Reporting to the Head of Adviser Propositions, you will work alongside proposition, research, and insight specialists to gain exposure to adviser needs, market developments, providers, regulation, and strategic change.

Responsibilities

• Research, analyse, coordinate, and maintain the evidence that underpins good decisions.
• Explore data, competitor activity, market developments, and adviser needs to generate practical insight.
• Spot trends, exceptions, and evidence gaps to help the team focus on what matters.
• Support proposition initiatives from early exploration through testing and implementation.
• Take accountability for engaging stakeholders and adviser-facing teams to gather and structure information needed for proposition development.
• Build evidence packs that inform proposition reviews, due diligence, governance papers, and committee decisions.
• Review provider evidence, ask focused questions, and highlight areas requiring challenge or escalation.
• Coordinate due diligence information shared with third parties and build experience of external partner relationships.
• Turn complex information into clear briefings, research outputs, meeting summaries, and draft documents.
• Track reviews, deadlines, and actions to keep work moving, escalating exceptions promptly.
• Improve repeatable processes, templates, and records, including through smarter use of technology.
• Support the fund research service, gaining insight into real adviser queries and specialist investment expertise.

Requirements

• Enjoy getting beneath the surface of a question, using data and qualitative information to identify patterns and practical insight.
• Strong organisational skills and accuracy; reliable records and disciplined follow-through are essential.
• Communicate clearly, turning complicated material into concise, balanced messages for different audiences.
• Enjoy meeting new people and working with a variety of internal and external teams.
• Curious about financial advice and motivated to build knowledge of advice businesses, propositions, markets, and regulation.
• Comfortable taking ownership within a defined brief, asking focused questions, and speaking up when requirements or evidence are unclear.
• Experience in financial services, analysis, research, project support, or governance would be useful, but it is not the only route into the role.

Preferred Qualifications

• Transferable skills, sound judgement, and the potential to grow are valued.

Compensation & 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
• Flexible benefits for UK employees: choose from a range of options and pay via salary deduction