Assistant Team Manager

Quilter; Southampton; On-site; GBP 30,000 - 60,000; Full time

Job description

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 £119.4 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

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 completed within agreed timescales and meet the same expectations of quality.

You will drive service and process improvements whilst also ensuring risk awareness and making the relevant decisions related to this.

You will have experience in using operational management tools and visual management completion.

You will organise staff training and deliver feedback where appropriate.

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 liaise 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 demonstrating the ability to coach others and 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.

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 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.

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.