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Assistant Team Manager

Quilter -
Southampton

Apply Now

Job details

Full-time
2 days ago

Benefits

Company pension

Qualifications

Business analysis
Internal department liaison
Microsoft Office Suite
Continuous improvement
Risk management
Professional development mentoring
Training & development
Team motivation leadership
Communication skills
Certificate in Insurance

Full job description

Fixed Term Contract Duration - 9 Months

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £141.9 billion in customer investments (as of March 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!

About the Role

Level: 3

Department: Quilter Adviser & Customer Services

Location: Southampton, United Kingdom

Contract Type: Fixed Term Contract

Contract Length: Ending May 2027

Regulated/Non-Regulated: Non-Regulated

Our Assistant Team Manager’s act as deputies to our Team Managers and cover their responsibilities where required whilst also ensuring that customer requests are transacted within agreed timescales and meet the same expectations of quality.

You will drive service and process improvements whilst also being able to ensure risk awareness and can make the relevant decisions related to this.

You will have experience in suing operational management tools, QCD Board and visual management completion.

You will carry out staff training organization and deliver the feedback.

You will undertake 121’s with team members to aid ATM development and to increase exposure to line management duties in line with team succession plans.

You will support the Team Manager in active engagement and motivation of staff.

You will deliver best practice and have knowledge of internal/external business issues so that you can make recommendations on process, service, and operational improvements.

You will ensure key risks are identified, RCA is carried out and included in the risk framework and plan for the mitigation of these risks.

You will be liaising with internal business partners, such as Risk or Finance, to ensure that your team’s work is compliant with policies and requirements.

About You

Our ideal candidate will have experience of managing people in relation to processes and allocation of work within our Operational areas or have proven experience within the Life, Pensions, or Investment industry.

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.

Ideally, having a CF1 and/or FA2 CII Qualification is desirable however this isn’t essential to the role.

#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.

Apply Now

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client services manager jobs in curdridge, ham

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