Assistant Team Manager

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!

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.

• 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.

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.

We value diversity and strive to promote…