At a Glance
- Tasks: Lead data analysis to optimise performance and drive strategic decision-making.
- Company: Join Quilter plc, a top wealth management firm transforming financial futures.
- Benefits: Enjoy 26 days holiday, incentive schemes, and a non-contributory pension.
- Other info: Collaborative culture that values diversity and encourages innovative thinking.
- Why this job: Make a real impact with data insights in a dynamic, customer-focused environment.
- Qualifications: Degree in analytics or equivalent experience; strong SQL and Python skills required.
The predicted salary is between 56700 - 69300 £ per year.
Fixed Term Contract Duration - 11 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 at 31 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: 4
Department: CDO
Location: London or Southampton
Contract type: Fixed Term Contract - 12 months
The role is a 12 month Fixed Term Contract and sits within the Chief Data Office (CDO) and reports to the Head of Analytics & Insights. This is a hands-on role to support the operational excellence workstream with data led insights in several areas such as designing and building a robust cost-to-serve (CTS) model that provides clear visibility of current end-to-end cost drivers across customers, products, and channels. The aim of the activities under this programme is to support strategic decision-making, optimising performance and unlocking growth. The role requires a blend of technical expertise, business acumen, and leadership skills.
The key accountabilities for the role are as follows:
- Design and build a scalable cost to serve model covering the full value chain, mapping cost drivers to operational activities using activity-based costing principles.
- Integrate multiple data sources (e.g., finance, operations etc.) into a unified analytical model.
- Extract, cleanse, and transform large datasets from operational systems and establish repeatable processes for updating the model.
- Ensure data quality, consistency, and documentation of assumptions.
- Develop flexible models to simulate different scenarios to quantify financial and operational impacts under different scenarios.
- Drive analysis for other data initiatives to support our ambition.
- Translate complex outputs into clear business insights for stakeholders and provide actionable recommendations aligned to operational excellence priorities.
- Collaborate with Finance, Operations, and data teams to validate assumptions and outputs.
- Act as a bridge between the technical data and business decision-making.
- Create and maintain documentation of models, methodologies, and assumptions, ensuring transparency, auditability, and version control.
About You
Qualifications
- Degree in an analytical discipline (e.g. statistics, computer science, maths) or evidence of equivalent practical experience.
Knowledge/Experience:
- Technical Skills
- Advanced SQL, strong proficiency in Python and use of Databricks.
- Experience with BI tools (Power BI).
- Strong modelling skills e.g. cluster analysis, regression modelling, time series modelling.
- Knowledge of data modelling and ETL processes.
- Analytical Expertise
- Experience in cost modelling, preferably cost-to-serve or activity-based costing.
- Strong quantitative and statistical analysis capabilities.
- Experience in scenario modelling, simulation, and sensitivity analysis.
- Business & Domain Knowledge
- Understanding of operational processes within a contact centre desirable but not essential.
- Experience working with financial data (e.g. cost allocations, margins) desirable.
- Exposure to Operational Excellence / continuous improvement frameworks desirable.
Skills
- Strong problem-solving and structured thinking.
- Excellent communication and storytelling skills.
- Ability to translate technical concepts into business insights.
- Stakeholder management and influencing skills.
- Strategic thinker with curious mindset and strong problem-solving skills.
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.
Lead Data Analyst – Operational Excellence (FTC) employer: Quilter
Quilter is an exceptional employer located in the vibrant city of Southampton, offering a dynamic work culture that fosters collaboration and innovation. As a Wealth Sales Consultant, you will benefit from flexible working arrangements, comprehensive training, and opportunities for professional growth within the financial services sector. With a strong focus on employee well-being, including a robust pension scheme and medical insurance, Quilter is dedicated to supporting your career while ensuring a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Lead Data Analyst – Operational Excellence (FTC)
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We think you need these skills to ace Lead Data Analyst – Operational Excellence (FTC)
Some tips for your application 🫡
Highlight Your Data Projects:When applying for a temporary data science role at Quilter, make sure to showcase any relevant projects you've worked on. Whether it's a personal project, an academic undertaking, or contributions to an open-source initiative, detailing these experiences can really set you apart and demonstrate your practical skills.
Emphasise Your Analytical Skills:In your CV and cover letter, focus on the specific analytical skills that are key to data science. Mention any experience with statistical tools, programming languages like Python or R, and data visualisation software. Don't forget to include any certifications that may bolster your expertise!
Show Your Flexibility:Since this is a temporary role, it's important to convey your adaptability and willingness to learn. In your cover letter to Quilter, emphasise how quickly you can get up to speed with new tools or projects. Highlight any previous experiences where you've had to adjust to new environments or challenges.
Craft a Unique Data-Driven Cover Letter:Instead of the usual generic cover letter, spice it up with some data! Maybe you’ve improved a process by 20% in a past role or cleaned a dataset with over a million entries. Use these stats to your advantage to grab Quilter’s attention and show the tangible impact of your work.
How to prepare for a job interview at Quilter
✨Showcase Your Analytical Skills
For a data science gig, it's crucial to demonstrate your analytical abilities. Be ready to discuss previous projects and the methodologies you used. Think about how you can quantify your impact—did your analysis improve efficiency or save costs? These are the stories that will stick with interviewers at Quilter.
✨Brush Up on Technical Skills
You might face technical questions on tools relevant to data science, like Python, R, or SQL. Prepare to solve a problem live—perhaps they'll ask you to write a simple query or code snippet. It’s cool to talk about them, but we need to show we can do it in practice, especially in a temporary role where quick results matter.
✨Highlight Your Adaptability
Since this is a temporary position, emphasise your ability to learn quickly and adapt to new tools or workflows. Share examples of how you've thrived in fast-paced environments before, and how you can hit the ground running at Quilter.
✨Prepare a Portfolio of Your Work
Bring your portfolio to the table—showcase projects where you've leveraged data science techniques to solve problems. Whether it’s a GitHub repository or a set of case studies, having tangible examples of your work will help you stand out and show what you bring to the team at Quilter.
