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For Companies At a Glance
- Tasks: Support the Team Manager, drive service improvements, and engage with team members.
- Company: Join Quilter plc, a leading financial advice and wealth management provider in the UK.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Be part of a transforming business that values your ideas and ambitions.
- Qualifications: Experience in managing teams and strong communication skills are essential.
- Other info: Diverse and inclusive culture where every colleague can thrive.
The predicted salary is between 36000 - 60000 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £134.8 billion in customer investments (as of September 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!
About the Role
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.
Key Responsibilities
- 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.
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.
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.
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Assistant Team Manager employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Team Manager
✨Tip Number 1
Network like a pro! Reach out to current employees at Quilter on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the Assistant Team Manager role.
✨Tip Number 2
Prepare for the interview by researching Quilter's values and recent developments. Show us that you’re not just interested in the job, but also in how you can contribute to our mission of being the best wealth manager in the UK.
✨Tip Number 3
Practice your responses to common interview questions, especially around team management and process improvements. We want to see how you can drive service excellence and motivate your team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re serious about joining the Quilter family.
We think you need these skills to ace Assistant Team Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Assistant Team Manager role. Highlight your experience in managing teams and driving process improvements, as these are key aspects of the job. We want to see how your skills align with our values and ambitions!
Showcase Your Communication Skills: Since strong communication is essential for this role, don’t shy away from demonstrating your interpersonal skills in your application. Share examples of how you've effectively engaged and motivated a team in the past. We love to see candidates who can connect with others!
Highlight Your Problem-Solving Abilities: In your application, be sure to mention any experiences where you identified risks or implemented solutions. We’re looking for someone who can think critically and contribute to continuous improvement, so share those success stories with us!
Apply Through Our Website: We encourage you to submit your application through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people. Don’t miss out on this opportunity!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Before the interview, make sure you understand Quilter's business model and the specific role of an Assistant Team Manager. Familiarise yourself with their services, especially in financial advice and wealth management. This will help you demonstrate your genuine interest and knowledge during the conversation.
✨Showcase Your Leadership Skills
As this role involves supporting the Team Manager and engaging with team members, be ready to discuss your previous experiences in managing people and driving process improvements. Prepare examples that highlight your coaching abilities and how you've motivated teams in the past.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and risk awareness. Think of situations where you've identified risks or implemented improvements in a team setting. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Embrace the Company Values
Quilter values integrity, curiosity, and teamwork. During the interview, align your responses with these values. Share experiences that reflect your commitment to doing the right thing, your eagerness to learn, and how you've collaborated effectively with others.
