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 £126.3 billion in customer investments (as of August 2025). It provides 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. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
Foundations are rooted in extraordinary expertise, trusted by hundreds of thousands of customers. With continuous transformation, modernisation and a focus on customer centricity, it is the perfect time to join us if you want to bring new ideas and challenge the status quo.
About The Role
Level: 4
Department: Change
Location: Southampton
The Project Specialist supports the management of the Quilter Change Portfolio by ensuring compliance with change management standards and alignment with strategic goals. The specialist oversees resource allocation, tracks budgets, reviews data quality, and translates information into actionable insights for executive decisions.
Key Responsibilities
Project Governance, Standards and Assurance
* Contributes to and maintains the approach and controls to Change Management governance and delivery, including process, tools, methodologies and systems.
* Assists Project Managers in following Change Management frameworks and methodology, promotes consistency and best practices, and promptly escalates issues when standards are not met.
* Drives positive change, enhancing the framework and processes to better support the team and the wider organisation.
* Assists with putting Change standards into practice and provides continued education and assurance. Delivers training as needed to ensure the Change community maintains a consistent understanding of these standards.
* Supports and helps to foster a culture of progress and adaptability across the change community, ensuring that the Change Management Office consistently delivers value and remains agile in meeting future challenges.
Change and Project Support
* Supports the deployment of the Change Management Framework including associated policy, standards and metrics, providing guidance to stakeholders to ensure effective implementation.
* Provides centralised and consistent support to project teams including subject matter expertise for the Change Management Office processes, tools and methodology.
* Supports the Change Management risk identification, prioritisation and mitigation process ensuring risk and issue management is applied as an integral part of the governance cycle for change management.
* Tracks and monitors risk exceptions to ensure control deviations are identified and mitigating controls are in place.
* Inputs into the development of a metrics‑based, single source of the truth for Change Management from which decisions can be taken, including size, scale, cost and risk indicators.
* Reviews, challenges and evaluates activity across programmes / projects ensuring integrity of the overall model is maintained and highlighting where conflicts and contention exist.
* Monitors project / programme progress against key governance milestones, facilitating the management of risks and post‑project review actions across the change portfolio, escalating significant issues as appropriate.
* Builds strong, collaborative relationships to support Change initiatives and maintains positivity under pressure. Proactively identifies opportunities, takes ownership and drives tasks forward with optimism, accepting responsibility for results without needing direction.
Management Information (MI) and Reporting
* Inputs into the reporting of integrated plans and milestones.
* Monitors and analyzes programme and project information, reporting progress, costs, resources, slippage and highlighting areas of risk and opportunity.
* Monitors and reports on governance, risk and compliance status.
* Co‑ordinates, collates and reports on outcomes from project assurance activities with appropriate escalation in a timely manner.
* Monitors budgeting and forecasting cycles and ensures costs are accurately tracked; identifies and reports on financial trends.
* Provides portfolio updates and regular communication to key senior stakeholders to ensure support and engagement with the function.
* Maintains and administers the project management tool, ensuring its ongoing accuracy and reliability.
* Proactively identifies and, subject to approval, implements enhancements to optimise tool functionality, user experience and data quality. Collaborates regularly with stakeholders to gather feedback, address issues and champion best practice in project reporting and data management.
About You
Knowledge, Skills & Experience:
* Supporting the Change Management Office Manager with high priority actions – experience in a Project Management Office is essential.
* Dynamic individual comfortable working in a fast‑paced environment without constant supervision.
* Confident team player comfortable working across portfolio teams.
* Excellent communication skills.
* Intermediate Excel skills at minimum.
* Basic Power BI skills preferred but not essential.
* Comfortable utilising AI where appropriate.
* At least five years of practical experience in a project management office or as a project professional within the Financial Services Wealth or Asset Management sector.
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 communities we support.
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 the 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 of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
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