Project Analyst; FTC)

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

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, including our colleagues. 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.

Level - 4 Department
- Finance Location
- Southampton Contract - 6 Month FTC/ Secondment

This is an exciting 6-month fixed-term contract/secondment opportunity to play a key role in a high-profile Cost to Serve and process transformation initiative within Operations. Working closely with the Data Centre of Excellence (Data CoE) and project team, you will help build a robust, data-led understanding of operational cost drivers and process efficiency. Partnering with colleagues across Operations, Finance and the Data CoE, you will translate operational activity into meaningful cost insights, enabling the business to identify opportunities for process re‑engineering, assess the value of potential improvements and support informed investment decisions.

This role provides a unique opportunity to contribute to a high-impact programme, improving the organisation’s understanding of cost drivers and enabling more effective prioritisation of process re‑engineering and investment decisions. This role is ideal for someone who enjoys combining data analysis with business insight to drive operational efficiency and deliver tangible business outcomes.

• Supporting the analysis of operational cost drivers, linking financial data to underlying business activities and processes
• Assisting in the development and refinement of Cost to Serve models to improve visibility of process-level costs
• Working with the Data CoE and Operations teams to gather, structure, and validate activity‑based data
• Identifying trends, anomalies, and areas of high manual effort or inefficiency across operational processes
• Supporting the quantification of potential benefits from process improvements, automation, or re‑engineering initiatives
• Helping to ensure outputs are robust, well‑documented, and suitable for use in business cases and decision‑making
• Contributing to improvements in data quality, consistency, and analytical approaches

• A strong interest in finance, data, and how operational processes translate into cost
• An analytical mindset, with curiosity to understand “why” behind the numbers
• Good attention to detail, with the ability to work with and interrogate large data sets
• Confidence using Excel (e.g. lookups, basic modelling) and an eagerness to…