About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). 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.

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.

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: Adviser & Client Services

Location: Southampton, United Kingdom

Contract type: Permanent

Non-Regulated

The role-holder will be accountable for the following areas: *Maintaining the overall plan of all initiatives QACS are involved in to improve service to our customers and advisers. This will include identifying inter-dependencies between initiatives, including people stretch, and escalating risks and issues to senior management.
*Participating in, or leading, service improvement initiatives to improve our overall service proposition to clients and advisers.
*Working closely with readiness leads to ensure people readiness activities are factored into our development schedule and will not impact BAU operations.
Alongside the above, the role-holder will work collaboratively with colleagues across QACS to fulfil all duties required of the role.

About You

To be successful in this role we are looking the following qualities, *You will have a keen eye for detail and an enquiring, analytical approach to work you undertake.
*You will have good IT skills, particularly in MS Office products, but also, ideally, in the use of project planning software.
*You will be able to work with colleagues at all levels to identify areas of change and how they inter-relate. You will also be comfortable to escalate issues, risks or general areas of concern to senior management.
*You will be confident to present at departmental meetings or to audiences outside of operations.
*You will be able to distil complex and potentially fast changing requests into meaningful plans and you will respond confidently and articulately to stakeholders at all levels across the business. Within the role you will have early insight into upcoming changes so discretion and professionalism are critical. You should be able to manage ambiguity and changing or competing requirements and remain responsive to queries and challenge.
*Alongside being accountable for our plans, you will also be required to lead research assignments and initiatives to understand how we compare to industry peers, for example. As such, you will be comfortable to use your own initiative when structuring activities and able to work equally on your own or as part of a team.
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: 4x 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.