Quilter oversees £126.3 billion in customer investments (as of August 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 - 4
Department- CEO Office
Location - London/ Southampton
Contract - Permanent
Non-Regulated
This role is a core enabler and mobiliser that drives momentum across Quilter. The role is designed for someone who thrives in a fast-paced environment, bringing clarity to complexity, and can ‘get things done’. . You’ll be supporting delivery of key organisational priorities, connecting people, ideas, and working closely with others to translate priorities into real-world results. You will coordinate high-impact initiatives, ensure strategic decisions are actioned effectively, and support the preparation of, and involvement in, key governance meetings.. You will also serve as a vital link with the wider organisation.
Your responsibilities will span executive coordination, stakeholder engagement, and operational oversight. From preparing executive briefings and tracking key projects to supporting governance and cross-functional collaboration, this is a highly visible role that demands discretion, agility, and a proactive mindset.
Key responsibilities include:
Drive Organisational Impact: Partner with the Chief of Staff to shape and execute high-priority initiatives that influence the direction and success of the business.
Champion Strategic Alignment: Monitor and report on progress against organisational priorities and OKRs, ensuring teams are focused and moving in sync.
Orchestrate Executive Engagement: Prepare compelling reports, presentations, and meeting materials for the Quilter Executive Committee and other senior forums, ensuring every interaction is impactful.
Lead Stakeholder Collaboration: Build strong relationships across the business, orchestrating communications and engagement activities that foster alignment and momentum.
Enhance Executive Operations: Provide seamless administrative support for executive meetings, including agenda management, collation of inputs, and follow-up on actions.
Innovate and Improve: Continuously challenge and refine internal processes and ways of working, driving efficiency and effectiveness across the organisation.
Act as a Trusted Advisor: Handle sensitive information with the utmost discretion, maintaining confidentiality and professionalism at all times.
Master Multitasking: Juggle competing priorities with agility, supporting the Chief of Staff in effective prioritisation and bandwidth management.
Spot and Seize Opportunities: Proactively identify and drive areas of opportunity, helping to unlock value and deliver results on behalf of the Chief of Staff.
This role is ideal for someone who thrives in a fast-paced, high-trust environment and brings strong analytical, communication, and organisational skills. You will need to be comfortable operating in an ambiguous environment, where often priorities can shift in a short space of time, while managing multiple priorities.
Key skills needed:
Strong analytical thinking with the ability to synthesise complex information and present it clearly.
Ability to manage multiple priorities and deliver initiatives on time.
Navigate complex environments and manage multiple senior stakeholders with clear influence .
Strong team player with the ability to build sustainable relationships and the capability to interact and communicate with all levels of the organisation.
Strong written and verbal communication skills, understanding tone of voice of others and learning from previous examples, including drafting talking points and management briefings.
Credibility, professionalism and strong personal integrity with high resilience.
Awareness of risk management and what it means to role and business.
Self-starter with a strong work ethic and the ability to work independently.
Delivery focused with high energy and drive.
Results focused and looking for ways of continuous improvement.
Able to thrive in a dynamic environment, pivot quickly, and remain focused under pressure.
#LI-KH1 #LI-hybrid
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.
Quilter London, England Office
Senator House, 85 Queen Victoria Street, , England , London, United Kingdom, EC4V 4AB
