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 £141.9 billion 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, encompassing the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors; and High Net Worth, covering 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 operates throughout the UK, Ireland and the Channel Islands.

Quilter is constantly modernising and becoming more customer‑centric. We encourage bold ambition, new ideas and continuous improvement to make a greater difference to our people and the communities we serve.

Level: 3 | Department:
Customer Operations |

Location:

Southampton | Contract Type:
Permanent

As an Assistant Team Manager, you will deputise for Team Managers, cover their responsibilities where required, and ensure that customer requests are completed within agreed timescales and quality standards.

• Drive service and process improvements while ensuring risk awareness and making relevant decisions.
• Use operational management tools and visual management techniques to monitor performance.
• Organise staff training and deliver feedback.
• Conduct 1:1 sessions with team members to support ATM development and line‑management exposure in line with succession plans.
• Support the Team Manager in engaging and motivating staff.
• Deliver best practice and provide advice on internal and external business issues to recommend process, service and operational improvements.
• Identify key risks, conduct root‑cause analysis, and incorporate findings into the risk framework and mitigation plan.
• Liaise with internal business partners such as Risk and Finance to ensure compliance with policies and requirements.

• Experience managing people in operational areas or proven experience in the Life, Pension or Investment industry.
• Track record of driving continuous improvement activities and coaching others.
• Strong communication and interpersonal skills.
• Good working knowledge of MS Office, especially Excel.
• CF1 and/or FA2 CII qualification desirable but not essential.

• Do the right thing – act with integrity and go above and beyond for clients and communities.
• Always curious – seek new ideas and knowledge to stay ahead of clients’ needs.
• Embrace challenge – aim high, grow, and succeed for the good of all generations.
• Stronger together – collaborate, challenge constructively, empower and take ownership.

We value diversity and strive to promote inclusivity across our culture. We believe in equal opportunities for all and ensure that no applicant receives less favourable treatment based on anything but their skills, qualifications, experience and potential.

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme – all employees eligible to participate to reward business performance.
• Pension Scheme – non‑contributory company scheme with the option to add personal contributions.
• Private Medical Insurance – single cover standard; options to include partner or children.
• Life Assurance – 4× salary.
• Income Protection – 75 % of salary, less state benefits, payable after 26 weeks' absence.
• Healthcare Cash Plan – available to Jersey employees.

We offer a range of flexible benefits to UK employees that can be chosen and paid for conveniently through salary deduction.