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: 3
Department: Quilter Adviser & Customer Services - Pension Transfers In
Location: Southampton
Contract Type: Permanent
Regulated/Non-Regulated: Non - regulated
As an Assistant Team Manager, you will support the Team Manager by acting as their deputy and stepping in to cover responsibilities when necessary. You will ensure that all customer requests are processed within agreed timescales and meet high-quality standards. A key focus of the role is driving service and process improvements while maintaining a strong awareness of risk, making informed decisions to mitigate potential issues.
In this role, you will be responsible for organizing and delivering staff training, conducting one-on-one sessions with team members to support their development, and gaining exposure to line management responsibilities in line with succession plans.
You will play an active role in engaging and motivating the team, ensuring best practices are followed, and staying informed about internal and external business developments to recommend service and operational improvements. Additionally, you will identify key risks, conduct root cause analysis, and check that these risks are incorporated into the risk framework, with plans in place to address them.
Collaborating with internal partners, such as Risk and Finance, making sure that your team's work aligns with company policies and regulatory requirements.
Alongside the management of the daily requirements in the team this role will come with an additional need to contribute in the daily processing of controls and reporting and working as team to meet expectation.
About You
Our ideal candidate will have experience of managing people in relation to processes and allocation of work within our Operational areas and have had experience with control functions and reporting.
You will be able to drive continuous improvement activities with a team whilst also being able to demonstrate the ability to coach others whilst also having strong communication and interpersonal skills.
You will have a good working knowledge of MS Office products especially Excel.
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.
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