Product Analyst

About The Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It offers a range of services including financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management. The business comprises 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, with presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in extraordinary expertise, trusted by hundreds of thousands of customers, and we have great ambitions to stay 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. If you want to be bold in pursuing your ambitions, bring new ideas and challenge and evolve what we do, it’s the perfect time to join us!

About The Role

Level: 4

Department: Group Technology Solutions

Location: Southampton or London

Contract type: Permanent

We are seeking an experienced and passionate Product Analyst to be responsible for the maintenance and support of technology products within the business. The successful candidate will be focused on the customer experience and have deep hands‑on experience in support and configuration of CRM‑type platforms. With experience ideally in the wealth management sector, they will have a strong attention to detail and the flexibility to work in both product support environments and supporting high‑pressure change delivery teams on major product enhancements.

The Product Analyst provides subject‑matter expertise in the given technology product to ensure that the solution operates effectively. The role is responsible for supporting system functionality, troubleshooting, system analysis, configuration, assisting with user‑testing and documenting business processes and procedures in partnership with business functions.

Key Responsibilities

Product Support

• Provides first line support for user queries on Quilter technology products, applications functionality, and data within the assigned business area.
• Provides support for third‑party products and in‑house developed applications including configuration, data, intraday and overnight batch monitoring.
• Troubleshoots and supports system issues as and when they arise, tracking and monitoring.
• Tracks incidents and requests ensuring service delivery meets Quilter business unit requirements.
• Conducts research in response to inquiries using available information resources and identifies solutions to potential issues or redirects the issue to the appropriate resource.
• Uses best practices and frameworks such as ITIL while working on Incident and Problem management.
• Supports execution of integrations to other applications.
• Provides support during office and out of hours for assigned projects and tasks as required.
• Develops and maintains documentation of system configuration and operational procedures.
• Creates, maintains and communicates procedural guides and knowledge base articles for team and customer use.
• Assists project / change teams with ad‑hoc work as required.
• Partners with the assigned business area to understand new technology scope and its alignment with any new functionality and security.
• Develops and maintains awareness of divisional and data security and complies with policies and procedures.

Platform Configuration & Maintenance

• Configures and maintains platform components.
• Ensures configuration implementations adhere to specifications, aligning with product design, regulatory requirements, and operational best practices.
• Follows change and version management best practices, always ensuring a high degree of control over live and development configuration states.
• Works with platform vendors to manage and migrate configuration changes across development, test and production environments.

Quality Assurance & Testing

• Performs unit testing and provides configuration‑related support for integration, non‑functional and user acceptance testing (UAT).
• Validates configuration outcomes against business requirements and expected client behaviour.
• Works closely with Business Analysts and vendors to identify, record, triage and resolve defects.

Change Delivery

• When required, works collaboratively in dynamic and geographically dispersed delivery teams, embracing rapidly evolving requirements and product features, and agile ways of working.
• Participates in workshops with internal stakeholders, supporting the Business Analysts to clarify requirements and propose appropriate configuration‑based solutions.
• Contributes to the team’s development of implementation plans, configuration timelines, and delivery milestones.

Documentation & Knowledge Management

• Produces and maintains clear product documentation, including:
  • Implementation design documents
  • Detailed configuration specifications and data dictionaries
  • Change impact assessments
  • Operational and support guides
• Makes sure that configuration documentation is consistently updated and described with precise detail and accuracy.
• Supports knowledge transfer to other members of the product team, avoiding or resolving key person dependencies, and where required provides expertise to other programme and operational teams.

Continuous Improvement

• Embodies a spirit of continuous improvement, working positively with the rest of the team to incrementally develop all aspects of product support practice.
• Identifies opportunities to standardise and optimise configurations to improve scalability, reduce complexity, and support team resiliency.
• Strives to improve the adviser and customer experience, increase productivity and drive efficiencies through optimal configuration design.
• Provides input on product limitations, enhancement opportunities and recurring needs, as an input to the team’s product improvement backlog, helping to represent these opportunities and needs to vendors.
• Stays informed on wealth management industry trends, regulatory developments, and platform capabilities.

About You (Essential)

• A strong understanding of wealth management concepts, processes, and operations.
• Deep hands‑on experience in data capture, workflow, and/or document production configuration on large‑scale CRM platform implementations (e.g. Salesforce, MS Dynamics), ideally within the wealth management sector and in a cloud‑based/SaaS environment.
• Experience working collaboratively with Business Analysts to ensure simultaneous and consistent delivery of both detailed configuration specifications and configuration assets in technology platforms.
• Shows great care in maintaining accuracy and data integrity, consistently paying close attention to details.
• Appreciation of the importance of delivering a high‑quality user experience in CRM‑type platform configuration.

Desirable

• Wealth management product support experience (especially Advice CRM platforms) or general experience with wealth management or other financial services platforms.
• Experience working in fast‑paced and agile but change‑controlled environments with multiple stakeholders.
• Experience supporting large‑scale third‑party platform implementations.
• Demonstrated capability and commitment to perform effectively in both high‑pressure change delivery environments and product support positions.
• Familiarity with regulatory concepts affecting wealth management (e.g. FCA requirements, MiFID II, suitability, reporting).
• System testing experience.

Personal Attributes

• Analytical, methodical and detail focused.
• An enquiring mind, enjoying and effective in problem solving.
• Strong written and verbal communication skills.
• Comfortable working with both technical and non‑technical stakeholders.
• Ability to work in a hybrid delivery environment, typically collaborating with a geographically dispersed team and stakeholders.
• Able to manage multiple priorities in a fast‑paced environment.
• Proactive, collaborative and customer‑focused.
• A continuous improvement mindset.

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: 4 × 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.

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