Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £141.2 billion in customer investments (as of December 2025). 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: Distribution Support
Location: Southampton, United Kingdom
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
To manage the day to day running of Sales Support Team, ensuring the team successfully support our Sales teams and their advisers.
Assist with Readiness and education of both the team and external customers in New Platform Delivery, i.e Team and Adviser Readiness Activities/Training.
Overall accountability for team performance, its improvements, and ensuring that the teams key risks are managed accordingly.
Key responsibilities & scope of role:
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Conduct people management tasks regarding absence, performance, holidays, and attendance
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Hold regular team meetings and keep staff fully informed of developments within the relevant areas/products.
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Work with coaching resources to identify individual/team personal and career development needs by regularly monitoring performance, support coaching and arrange training.
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Handling escalations and dissatisfaction from Distribution and their advisers, to resolve issues, and minimize reputational risks.
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Build own Strong relationships with Distribution and encourage and develop the team to be able to do the same.
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Working closely with Distribution supporting our Adviser community, whilst remaining focused on good customer outcomes.
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Where applicable take responsibilities regarding Training and Competencies.
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Hold regular one to ones focusing on people’s development and coaching as required.
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Help to embed a culture of quality and continuous improvement within the team.
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Ensure that RCA is carried out, that trends are identified, and improvements implemented as required.
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Ensure the ATM is continuously equipped with the relevant skills and knowledge to deputise in your absence.
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Active engagement and motivation of staff
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Assist with the managing of cost centre budget, through the actual cost of operational losses and use all measures to drive and improve performance, drive out costs, add value, and improve customer service.
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Responsibility/accountability for ensuring any agreed audit actions from WM Risk, UK Op’s Risk & Assurance team and risk event management actions have regular updates provided and are closed within agreed timescales.
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Use business strategy to drive team and individual objectives. Ensure team planning aligns with function business plans.
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Ensure VALUES behaviours are demonstrated from all team members.
Consumer Duty
This role will directly impact good customer outcomes by ensuring our Account Managers are trained, coached, and supported sufficiently to provide the excellent customer service to our adviser firms and their clients that Quilter is known for.
Key behavioural skills required for the role:
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Consistently deliver against and be an advocate for our key Values
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Team player
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High energy and drive – self-starter, motivated
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Continuous Improvement and challenges status quo
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Excellent Communication and relationship building skills.
Managing people in relation to processes and allocation of work within Operational areas/Life, Pensions or Investment Industry/Driving continuous improvement activities/Coaching others.
Working knowledge of MS Office products especially Excel/Knowledge of our key products and systems.
Strong Communications and Interpersonal skills.
A diverse skill set is crucial, encompassing outstanding interpersonal skills for interactions with staff, senior management, and external Financial Advisors.
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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.
