Succession Planning Process Manager

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2billion in customer investments (as of December 2025). The company offers financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management through its Affluent and High Net Worth segments.

About the Role

Level: 4 | Location: Southampton, Hybrid | Department: Acquisitions & Mergers | Contract: Permanent

The role owns the end‑to‑end process for all types of internal acquisitions, including the National Retirement Plan (NRP), Practice Buy Outs (PBOs) and Management Buy Outs (MBOs) for Advisers and AR Firms within the Quilter Financial Planning Network. It also supports partner growth hubs with assessment and due diligence of external acquisition opportunities.

Key Responsibilities

• Manage and implement processes and controls for A...