At a Glance
- Tasks: Support product specialists with data analysis and resolve queries for investment platform products.
- Company: Quilter plc is a leading wealth management firm focused on brighter financial futures.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to your needs.
- Other info: This is a 6-month fixed-term contract based in Southampton.
- Why this job: Join a dynamic team driving innovation in wealth management and make a real impact.
- Qualifications: Strong communication skills, Excel proficiency, and relevant experience in the UK wealth management industry.
The predicted salary is between 36000 - 60000 £ per year.
Fixed Term Contract Duration - 6 Months
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £119.4 billion in customer investments (as at end December 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
- Level: 4
- Department: Proposition
- Location: Southampton, United Kingdom
- Contract Type: Fixed Term Contract
- Contract Length: 6 months
- Regulated/Non-Regulated: Non-Regulated
The role sits in the Affluent segment's Customer Proposition team, responsible for the pricing, functionality and support of the Quilter Investment Platform products, reporting to one of the Product specialists alongside other Product analysts.
Key responsibilities:
- Supporting the Product specialists in complex calculation and remediation activities for the UK Platform propositions (including Investments and Pensions) with data sourcing and analysis
- Working with our third-party IT provider to agree solutions to issues
- Investigating and resolving issues / queries from the wider Proposition team and Business.
Consumer Duty
This role will directly impact good customer outcomes by ensuring that remediation of issues and other queries are completed in a competent and timely fashion.
About You
- Strong communication, numeracy and literacy skills normally associated with the level obtained by successfully completing a higher education qualification.
- Relevant experience of the UK wealth management industry.
- Highly skilled in the use of Microsoft Excel as well as competent SQL and data analysis skills.
- In-depth understanding of investment and retirement product features.
- Strong desire to own initiatives and drive them to completion.
- Strong attention to detail, analytical outlook as well as risk mitigation mind-set, including rigorous documentation.
- Able to work independently as well as part of a team, with high levels of initiative and innovation; able to collaborate across functions to drive holistic outcomes.
- Able to work collaboratively and diplomatically with external and internal stakeholders; providing robust challenge where required whilst maintaining good working relations.
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.
Product Analyst - Quilter in Southampton employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in Southampton where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive benefits including a generous holiday allowance, a non-contributory pension scheme, and participation in our Quilter Incentive Scheme, ensuring that every team member feels valued and empowered to contribute to our mission of enabling brighter financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Product Analyst - Quilter in Southampton
✨Tip Number 1
Familiarise yourself with Quilter's products and services, especially in the Affluent segment. Understanding their investment platforms and financial planning offerings will help you speak confidently about how you can contribute to their goals.
✨Tip Number 2
Brush up on your data analysis skills, particularly in Microsoft Excel and SQL. Being able to demonstrate your proficiency in these tools during discussions will show that you're ready to tackle the analytical aspects of the role.
✨Tip Number 3
Prepare to discuss your experience in the UK wealth management industry. Be ready to share specific examples of how you've handled complex calculations or resolved issues, as this will highlight your relevant expertise.
✨Tip Number 4
Showcase your communication skills by being clear and concise in your interactions. Whether it's during a phone call or an informal chat, demonstrating your ability to collaborate effectively will resonate well with the team at Quilter.
We think you need these skills to ace Product Analyst - Quilter in Southampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in the UK wealth management industry. Emphasise your skills in data analysis, Microsoft Excel, and SQL, as these are crucial for the Product Analyst role.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for Quilter's mission and values. Mention specific examples of how your background aligns with their focus on customer outcomes and innovation.
Showcase Your Analytical Skills:Provide examples in your application that demonstrate your analytical outlook and attention to detail. Discuss any previous projects where you successfully resolved complex issues or improved processes.
Highlight Team Collaboration:Quilter values teamwork and collaboration. Include instances where you've worked effectively with others, especially in cross-functional teams, to achieve common goals or drive initiatives to completion.
How to prepare for a job interview at Quilter
✨Understand the Wealth Management Landscape
Familiarise yourself with the UK wealth management industry, especially focusing on investment and retirement products. Being able to discuss current trends and challenges in this sector will demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with data analysis, particularly using Microsoft Excel and SQL. Be ready to provide examples of how you've used these skills to solve problems or improve processes in previous roles.
✨Communicate Effectively
Strong communication is key for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics. Consider preparing a few scenarios where you successfully collaborated with stakeholders to resolve issues.
✨Embrace the Company Values
Quilter values integrity, curiosity, and collaboration. Reflect on how your personal values align with theirs and be prepared to share examples that illustrate your commitment to these principles during the interview.
