Job Description
Fixed Term Contract Duration - 6 Months
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £119.4 billion in customer investments (as at end December 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: 4
Department: Proposition
Location: Southampton, United Kingdom
Contract Type: Fixed Term Contract
Contract Length: 6 months
Regulated/Non-Regulated: Non-Regulated
The role sits in the Affluent segment's Customer Proposition team, responsible for the pricing, functionality and support of the Quilter Investment Platform products, reporting to one of the Product specialists alongside other Product analysts.
Key responsibilities:
* Supporting the Product specialists in complex calculation and remediation activities for the UK Platform propositions (including Investments and Pensions) with data sourcing and analysis
* Working with our third-party IT provider to agree solutions to issues
* Investigating and resolving issues / queries from the wider Proposition team and Business.
Consumer Duty
This role will directly impact good customer outcomes by ensuring that remediation of issues and other queries are completed in a competent and timely fashion.
About You
* Strong communication, numeracy and literacy skills normally associated with the level obtained by successfully completing a higher education qualification.
* Relevant experience of the UK wealth management industry.
* Highly skilled in the use of Microsoft Excel as well as competent SQL and data analysis skills.
* In-depth understanding of investment and retirement product features.
* Strong desire to own initiatives and drive them to completion.
* Strong attention to detail, analytical outlook as well as risk mitigation mind-set, including rigorous documentation.
* Able to work independently as well as part of a team, with high levels of initiative and innovation; able to collaborate across functions to drive holistic outcomes.
* Able to work collaboratively and diplomatically with external and internal stakeholders; providing robust challenge where required whilst maintaining good working relations.
#LI-IC1 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.
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.