Inclusion, Diversity & Wellbeing Specialist

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 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

Contract: Permanent

Location: London or Southampton

Department: HR

We’re looking for a high-performing Specialist to help drive meaningful change across our organisation, someone who brings energy, curiosity, and the ability to get things done. You will be part of a dedicated three-person team within the HR and Communications department, collaborating with various stakeholders to implement Quilter’s Inclusion, Diversity, and Wellbeing Action Plan. This UK-focused role is ideal for someone enthusiastic about helping Quilter stand out in the industry.

This role goes beyond raising awareness, we’re looking for someone who understands how inclusion, equity and wellbeing underpin business performance, and who can translate insight into action. You’ll be as comfortable using data to identify issues as you are building relationships to deliver solutions.

From tackling mental health absence and wellbeing risks, to closing gaps in diversity representation and employee experience, you’ll play a key role in delivering or strategy and supporting sustainable growth.

Key Responsibilities

• Analyse data (e.g. absence, demographics, engagement scores) to identify trends, gaps, and opportunities for action.

• Assist the Head of I&D in deploying the I&D action plan across all business areas working closely with HR and Talent Acquisition Business Partners.

• Drive critical firmwide initiatives, creating toolkits, programmes, and campaigns in line with the action plan.

• Administer the various logistics for internal workshops, roundtables, programme events and meetings, including but not limited to, drafting invitations, office communications, marketing, and promotion of offerings such as workshops and special events.

• Strengthen and support our diversity communities and Thrive programme, ensuring activity is strategic, inclusive and impactful.

• Develop high-quality content for reports, internal communications, and strategic meetings.

• Assist with research for projects and programming, including staying abreast of legislation, activity and trends within the Financial Services and Wealth market relating to the ID&W space, and reporting back to the wider team.

• Champion a culture of inclusion and wellbeing that goes beyond awareness days to address the systemic and day-to-day experiences of our people.

About You

• You’re someone who takes initiative, is a self-starter, and enjoys seeing things through. You’re comfortable navigating ambiguity and bringing clarity and structure to your work.

• You have proven experience delivering inclusion, diversity, and/or wellbeing initiatives in a similar HR or consultancy role, with clear outcomes you can speak to.

• Strong business partnering skills – you are able to build trusted relationships with senior leaders, challenge constructively, and influence decision-making.

• Commercial awareness – you understand how inclusion and wellbeing affect business performance, talent, and risk, and you use this to prioritise work that adds real value.

• Analytical mindset – you are confident using data to uncover trends, spot risks or gaps, and develop targeted, evidence-based solutions. Strong experience of translating complex data into meaningful narratives.

• Excellent communication skills – you are able to simplify complex issues, tailor messaging to different audiences, and influence through storytelling and insight.

• Project management capability – you have the proven ability to track, prioritise, and drive multiple concurrent projects to success.

• Outcome-focused – you care about what works, not just what’s trending. You measure success by the change you enable, not just the activity you run.

• Strong awareness of DEI and wellbeing and the ability to coach managers at various levels to develop their understanding and capacity to become more inclusive.

• Ability to balance conflicting demands and priorities is essential.

• Proven experience of explaining complex topics and concepts to a broad range of audiences.

• An FS background is not mandatory, a learning and curious mindset with proven experience of sharing creative ideas to drive inclusion and bring all colleagues together is essential.

• Strong understanding of HR regulation and legislation.

Closing date for applications is: 27th April 2025.

#Quilter #LI-VS1

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.