SDR Reporting Specialist

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).

This is an exciting opportunity to work alongside the responsible investment team within Quilter Cheviot. The role will be focused on the reporting frameworks under SDR, specifically the naming and marketing rules and how we apply these to our proposition.

Our ideal candidate will have strong analytical skills, investment product and relevant regulatory knowledge, as well as attention to detail. Above all, you’ll have a real passion for the work you deliver.

We believe in ongoing personal development and will support training to ensure that you flourish in this role and in Quilter.
About the Role
Level – 4

Department – Responsible Investments

Location – London

Contract – Fixed Term Contract 9 months

You will support the Head of Responsible Investment as well as work with key stakeholders across the business including senior management, as well as reporting to the SDR Steering Committee to ensure that we not only deliver reporting and disclosures in line with SDR, but also with the client at the forefront of this through the Consumer Duty lens.  This role involves collaborating with internal stakeholders to enhance disclosure frameworks using our systems and ESG related data.

You will have knowledge of:

·         responsible and sustainable investment frameworks,

·         the regulatory requirements as well as,

·         investment product and proposition

Specific responsibilities:

·         Review sustainability alignment frameworks for the sustainability strategy and feed into the development of the independent assurance process.

·         Consider and develop disclosure frameworks for the strategies within our engaged category and deliver the end report design in conjunction with the project team.

·         Provide support to the development of SDR and other responsible investment product-related reporting.

·         Work on the implementation of ongoing monitoring of adherence to the agreed frameworks for the relevant strategies / products.

Accountability for the work you deliver which will inform the firm’s decision making for SDR related issues.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don’t match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

You will be passionate about responsible investment; be able to engage with different audiences and take ownership and responsibility whilst working collaboratively with colleagues.

You will have an effective communication style and have very strong writing skills, be solution-oriented and have a flexible approach to helping others deliver on team tasks. You will also have strong organisational and project management skills, good attention to detail, strong analytical skills and proactively collaborate with others.

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.