Product Analyst

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £141.9 billion in customer investments (as at 31 March 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: 3

Department: QFP

Location: London

Contract type: Permanent

The Product Analyst provides subject matter expertise and supports Change delivery through the creation of functional and non-functional solution artefacts. The role is responsible for identifying, assessing and documenting requirements, specifications and functionality, aligned to business strategy, business processes and technology architecture.

Planning and Analysis

Conducts business process and systems analyses, needs assessments, and cost/benefits analyses of business systems and applications to create project proposals that align technology solutions with business objectives and the Quilter Technology Strategy and roadmaps.

Formulates and defines systems scope and objectives, based on end-user needs and a thorough understanding of business systems, applications and industry requirements.

Identifies, captures and develops requirements (functional and non-functional) providing detailed documentation and business rules to support the requirements throughout the project life cycle and change control, prioritising requirements based on high-value achievable requirements.

Drives continuous improvement of business products and services by translating requirements into improved design and service provisioning.

Project Execution

Leads workshops including IT and 3rd party suppliers to evaluate and translate end-user needs into practical and pragmatic solutions.

Operates as a link between technical personnel and the appropriate end-user department to understand the business implications of the technical solutions on the current and future business environment.

Manages system incidents working with the project team to ensure resolution

Works with the end-user to select or define appropriate scenarios to test and determine whether system changes meet project specifications. Coordinates with users to plan and execute User Acceptance Testing (UAT).

Creates, reviews and delivers end-user documentation and prepares communication material on system enhancements.

Monitors production performance enhancements and system integrity with end-users.

About You

You will be need to be an ITIL Practitioner, an Agile Practitioner and ideally have external accreditation in Business Analysis/Systems Analysis. You'll need experience of working across the software development lifecycle with strong structured business systems analysis, data modelling and design skills.

You'll have the ability to design and document business processes, excellent stakeholder engagement capability with the ability to manage expectations and explain technical detail and the ability and experience assisting with planning activities.

You'll need to have experience in configuring system settings, testing functionality and new releases and technical knowledge and ideally financial services experience in financial advice practice management systems such as Xplan, Intelliflo, 360 lifecycle or similar.

Capability to work in an Agile or DevOps environment.

Ability to work in ‘Virtual’ teams’ cross function/cross business and geographies.

Strong knowledge of the IT delivery lifecycle, associated methodologies and their practical application.

You'll embrace change and initiate new and better ways of working to deliver positive customer outcomes, communicate confidently and effectively, at all levels, both in written and verbal form and have an analytical mind set, able to use data and metrics to drive actions and develop solutions for our customers.

#LI-PM1

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.