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Acquisitions Manager

  • Source: Workday
  • Quilter
  • On-site
  • London
  • Full-Time
  • Senior

Job Description

About the Business

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

Quilter oversees £157.4 billion in customer investments (as of August 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 - 4

Department- Mergers & Acquisitions

Location - London

Contract - Permanent

Please note: this role is known internally as Practice Buy Out Manager.

As Acquisitions Manager, you’ll play a key role in managing and developing our approach to practice acquisitions, management buy-outs and succession planning across our network of firms and Partners.

You’ll take ownership of the end-to-end acquisition process, developing robust processes and controls to ensure transactions are managed effectively and in line with legal, commercial and regulatory requirements.

Working closely with stakeholders across the business and specialist external partners, you’ll help promote our succession planning proposition, oversee transactions from initial engagement through to completion, and provide meaningful management information to monitor customer outcomes, financial performance and quality.

Key responsibilities

  • Own and continually develop the end-to-end processes and controls for practice acquisitions, management buy-outs and succession planning.
  • Oversee acquisitions and transactions, ensuring they are accurately documented, recorded, monitored and progressed through to completion.
  • Develop and manage a centralised approach to acquisitions, working with specialist internal and external stakeholders to support effective delivery.
  • Develop and maintain acquisition and succession planning processes, proposition materials and supporting communications.
  • Promote the acquisition and succession planning proposition to new and existing firms and Partners, providing guidance throughout the process.
  • Build strong relationships across the business to ensure transactions meet legal, commercial, regulatory and operational requirements.
  • Produce and present management information to track customer outcomes, financial measures, quality and overall performance.
  • Ensure all activity operates within the organisation’s Risk and Control Framework, identifying, reviewing and managing risks within the function.

About You

To be successful in this role, you’ll bring strong commercial judgement, relationship management skills and the ability to manage complex processes within a regulated environment.

We’re looking for someone who can demonstrate:

  • Experience working within a regulated financial services or distribution environment would be advantageous.
  • A strong understanding of how Appointed Representative firms operate and the commercial drivers that create value within their businesses.
  • Good commercial awareness, including an understanding of contractual arrangements, business economics and acquisition or succession considerations.
  • An understanding of FCA customer outcome requirements and how good customer outcomes can be monitored and evidenced.
  • Experience of developing and managing robust processes, controls and risks.
  • Proven experience of building, leading…

Skills

  • workday

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This listing is a publicly available opportunity curated by Try Club to help talent discover relevant roles. Try Club is an independent platform and is not affiliated with Quilter

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