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!

• Provides effective support to the Group CEO in managing and organizing the critical strategic projects for Quilter.
• Preparing papers, presentations and research to critically assess projects or propositions as directed by the CEO.
• On behalf of CEO review and assess business issues or challenges to create options and solutions for consideration.
• Manage and monitor key activity and projects on behalf of the CEO, supporting the progression of activities and or escalating matters for attention to the CEO as appropriate.
• Deputizing for the CEO when appropriate, attending forums, committees and meetings to represent the CEO and provide assurance and insight to the CEO on progress of key strategic activity.

• Contributes to the development and ongoing evolution of Quilter’s business strategy, ensuring functional business plans align and complement Quilter’s strategy.
• Proposes and manages budgets for areas of responsibility through careful control of costs, monitoring and reporting on variances.

• Builds and maintains strong relationships with all relevant internal and external stakeholders, including the Board, Ex Co, all relevant Board and Management Committees through appropriate engagement and the timely flow of information, thus helping to manage the reputation of the Company.

• Leads by example, creating and maintaining a culture that promotes exceptional performance, empowerment, accountability and professionalism at all levels.
• Demonstrates a commercial mindset, readily and robustly challenges thinking and practices to help redefine the business and deliver competitive advantage.
• Ability to navigate complex and political environments and manage multiple stakeholders.
• Communicates with impact; superior verbal and written communication skills.
• Exceptional interpersonal skills, builds relationships both internally and externally and leads through influence.
• Delivery focused, with high energy and drive, and ability to deliver through others.
• Agile, makes decisions and executes in a fast, simple and focused way.
• Ability to balance & delegate multiple tasks and initiatives within strict deadlines.
• Resilience and perseverance to manage projects through to successful fruition.
• Credibility, professionalism and strong personal integrity.
• Understanding and appreciation of different cultural business practices/attitudes.