Level: 3
Department: Quilter Adviser & Client Services
Location: Southampton, United Kingdom
Contract type: Permanent, Full-Time
You will be joining a highly skilled and supportive team within Adviser & Client Services, so this role is ideal if you have a passion for developing others, working with data and performance insights, and delivering excellent customer service. You’ll be someone who enjoys taking ownership, supporting colleagues, and helping to drive continuous improvement across the team.
To thrive in this role, you will bring experience of using operational management tools such as QCD Boards and visual management, along with strong organisational skills and a proactive approach to solving problems. You will also be confident in coaching others, providing feedback, and contributing to team development and succession planning.
Act as a deputy to the Team Manager, supporting leadership duties and providing cover when required.
Ensure customer requests are processed within agreed timescales while maintaining high quality standards.
Drive service and process improvements, promoting a culture of continuous improvement and risk awareness.
Use operational management tools effectively, including QCD Boards and visual management routines.
Organise and deliver staff training, ensuring colleagues receive clear, constructive feedback.
Conduct 1:1s with team members to support their development and gain exposure to line‑management responsibilities.
Support the Team Manager in motivating, engaging, and supporting the team.
Apply best practice and stay informed on internal and external business developments to make recommendations for operational, service, and process enhancements.
Identify key risks, carry out root cause analysis (RCA), and contribute to risk frameworks and mitigation plans.
Work closely with internal stakeholders such as Risk, Finance, and other business partners to ensure compliance with policies and operational requirements.
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.
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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.