Junior Data Analyst

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**** About the Business
**** Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
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:
** 2
* * Department:
** Business Performance & Optimisation
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* Location:

** Quilter House, Southampton
** Contract type:
** Permanent
* * Salary**: up to £24,500 p/a
** If you’re early in your career and love the idea of using data to make real improvements for customers, this could be the perfect place to start. We’re looking for curious people who enjoy problem‐solving and want to learn more about data and customer experience in financial services. If you’re keen to grow and get stuck in, we’d be happy to consider your application.
** Our busy Business Performance and Optimisation team is a rewarding place to work. We are at the centre of the business in supporting process & quality optimisation, continuous improvement and problem solving.

You will have the opportunity to work within our operations and wider COO function. It is an exciting time for the business with lots of change in flight. You will be able to develop your career at Quilter, through exposure to a variety of interesting work, contributing to and supporting future Lean training delivery and coaching.

We are a customer/adviser outcome driven team, and as a result are at the forefront of change in Quilter Operations. Working successfully with the business and building strong relationships with our stakeholders, we work together to implement service Improvements.

As an analyst in the team, you will be actively involved in various strategic change projects. Using data to make recommendations for improvements and support business cases/benefit realisation. The role requires an initiative-taker who is ambitious, works well independently as well as in a supportive team.

Our projects reach different departments and locations, you should be able to build a successful network through delivering on time and to a high quality.#
**** About You
****** To succeed in this role, you have/able to:
*** A positive outlook and eager to learn
* Work well with people but also able to self-motivate
* An interest in analytics
* A keen eye for improving processes and outcomes for customers
* Excellent communication, numeracy, and literacy skills
* A good knowledge of Microsoft packages (Excel/Word/PowerPoint/Dynamics)
* Experience of using Microsoft Copilot (Quilter’s chosen AI provider) or equivalent (AI) for writing reports/comparing information or research
- ** desirable
* ** Adaptable and able to complete more than one task at a time
* Willing to talk to new people and build strong business relationships
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* Key Responsibilities:

** Getting to know our business
* Work with members of the team to understand what our team offer and how we work with the business to…