Assistant Team Manager

About the Business

Quilter plc is a leading wealth management business, committed to helping create brighter financial futures for every generation. Quilter oversees £141.9billion in customer investments (as at 31

March
2026) and provides a comprehensive 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 (the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi‑asset investment solutions business) and High Net Worth (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).

Level: 3 | Department:
Customer Operations |

Location:

Southampton | Contract Type:
Permanent

• Act as a deputy to the Team Manager and cover their responsibilities where required, ensuring customer requests are completed within agreed timescales and maintain quality.
• Drive service and process improvements, ensuring risk awareness and making relevant decisions.
• Utilise operational management tools and visual management techniques.
• Organise staff training and deliver feedback as appropriate.
• Undertake 1:1s with team members to aid development and provide exposure to line‑management duties in line with succession plans.
• Support the Team Manager in actively engaging and motivating staff.
• Deliver best practice and have knowledge of internal and external business issues to recommend process, service and operational improvements.
• Identify key risks, conduct root‑cause analysis, include findings in the risk framework and plan mitigation.
• Liaise with internal partners such as Risk or Finance to ensure compliance with policies and requirements.

• Experience managing people in relation to processes and allocation of work within operational areas, or proven experience within the Life, Pensions or Investment industry.
• Ability to drive continuous improvement activities with a team.
• Strong communication and interpersonal skills.
• Good working knowledge of MS Office products, especially Excel.
• CF1 and/or FA2 CII qualification desirable but not essential.

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme:
  All employees eligible to participate.
• Pension Scheme:
  Non‑contributory company pension scheme, boosted through personal contributions.
• Private Medical Insurance:
  Single cover as standard, with options to include partner or children.
• Life Assurance: 4× your salary.
• Income Protection: 75% of salary (less state benefits) payable after 26 weeks of absence.
• Healthcare Cash Plan:
  Available to Jersey employees only.

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.

We are committed to treating all job applicants fairly and with respect. If you need any reasonable adjustments to the recruitment process or alternative formats, please contact the talent acquisition team.