Succession Planning Process Manager - Quilter

About the role

Level: 4 Location: Southampton, Hybrid Department: Acquisitions & Mergers Contract: Permanent The purpose of the role is to own the end-to-end process for all types of internal acquisitions. This will include the National Retirement Plan (NRP), Practice Buy Outs (PBOs) and Management Buy Outs (MBO's) for Advisers and AR Firms within the Quilter Financial Planning Network. The role will also include supporting Quilter Partner Growth hubs with the assessment and due diligence of external acquisition opportunities. Your role with include the management, and implementation of processes and controls to ensure AR Acquisitions, Management Buy Outs or Succession Plans are administered in line with legal, commercial, and regulatory requirements. This will include reviewing due diligence, risks, opportunities with proposal and preparing funding applications for internal approval. You will work with a wide range of stakeholders across the business to promote and oversee the Succession Planning proposition within the Financial Planning Network National Advice Business. You will be required to prepare business cases and presentation packs for executive meetings along with management information for tracking Customer Outcomes, financial and quality measures. Regulatory obligations Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers About You Support the management of Financial Planning Network transactions, including acquisitions into Strategic Partners and Quilter Partners Firms. Lead the pre-acquisition process for National Retirement Plan (NRP) advisers, including preparing valuations, producing monthly NRP meeting packs, and issuing offer letters. Act as a key point of contact throughout the transaction lifecycle to completion, while supporting the management of deferred payments and coordinating payment processing with the finance team. Provide administrative support to the wider Mergers & Acquisitions team, including preparing Acquisition Committee meeting packs. Act as Secretary for committee meetings, taking accurate minutes and producing the Chairperson's report. Maintain accurate records of all transactions, ensuring they are documented, tracked, and monitored through the Mergers & Acquisitions MI and team folders. Support the development of the Succession Planning function, enhancing processes and controls in collaboration with external specialists, and contributing to the delivery of AR and Partner succession transactions alongside the Head of Succession Planning. Review and maintain Succession Planning and National Retirement Plan processes, propositions, and marketing materials, ensuring all documentation remains up to date and aligned with internal standards. Analyse revenue data to support business valuations and prepare Practice Information Packs for ARs and advisers seeking to retire or sell, including the collation of financial data and reporting for business loan applications. Promote the Quilter Financial Planning Succession Planning and National Retirement Plan propositions to new and existing ARs, Partners, and Advisers. Be aware of financial planning and budget oversight, ensuring all Financial Planning Network proposals and National Retirement Plan acquisitions are incorporated into business planning and forecasting models. Ensure adherence to the company's Risk and Control Framework, proacti

Additional Information

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 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!

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