Fixed Term Contract Duration - 12 Months

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: Digital

Location: Southampton

Contract type: Fixed Term

Contract Duration: 12 months

Quilter has defined User Experience as a key differentiator for its client and adviser propositions. This role will provide the user experience skills to facilitate the business in achieving this ambition. *Lead, plan and manage the UX workstream on large scale projects to ensure that the voice of the user is based on research, analytical data, user experience best practice and digital industry expertise
*Capture and translate business requirements and user needs into innovative digital user experiences
*Plan and identify project research needs using several user centred design techniques including, external research, persona development, customer testing, and quantitative/qualitative data research
*Gather UX requirements across small to large change projects balancing the needs of both the end user and business objectives
*Conduct iterative usability testing sessions remotely or face to face using several tools including eye tracking capabilities and remote testing tools
*Create presentations, user flows, wireframe specifications, prototypes and other necessary documentation to communicate the recommended user experience to stakeholders and development teams
*Produce recommendations for optimising existing digital journeys based on research and insight
*Collaborate with the wider Digital team, development teams and business stakeholders to form user experience solutions
*Present findings, recommendations, and customer insight to senior decision makers
*Engage and manage 3rd party developments, overseeing the build for adherence to our UX vision, Digital Experience Standards and non-functional requirements
*Build a strong view of our users by challenging and improving personas and insight into our customers’ needs (clients, financial advisers etc.)
*Review work, coach, and mentor other UX and digital team members
About You *5+ years’ experience in customer journey mapping, UX/UI design, information architecture, wireframing, prototyping and other related UX disciplines
*Exceptional understanding of user centred design processes, and ability to balance customer needs with business goals in developing first class digital solutions.
*Experience in designing a full range of digital interfaces, including responsive web design and native mobile apps
*Excellent knowledge of web analytics and digital metrics and how to use them to drive business value
*Excellent practical knowledge of relevant design / UX tools, preferably including Figma and Axure
*Solid experience of usability testing techniques and software
*Experience in applying accessibility guidelines (WCAG) and inclusive design to the UX process
*Experience in dealing with stakeholders at all levels, including excellent communication, influencing and presentational skills
*Experience with both waterfall and agile development processes
*Outstanding verbal and written communications
*Financial services knowledge an advantage
#LI-PM1

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.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

In addition to our core benefits, we offer a range