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 £141.2 billion in customer investments (as of 31 December 2025). It offers a range of adviser and customer services including financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management. The business comprises two segments: Affluent and High Net Worth. Affluent encompasses the financial advice network, national investment platform and multi‑asset solutions, and Quilter Invest, the digital savings and investment app. High Net Worth includes discretionary fund management and financial planning through Quilter Cheviot. Quilter is continually modernising and becoming more customer‑centric, and invites bold, innovative people to help shape its future.
About the Role
Level: 4
Department: Finance
Location: Southampton
Contract: 6‑month fixed‑term contract/secondment
This is an exciting 6‑month fixed‑term contract/secondment to play a key role in a high‑profile Cost to Serve and process transformation initiative within Operations. Working closely with the Data Centre of Excellence (Data CoE) and the project team, you will help build a robust, data‑led understanding of operational cost drivers and process efficiency.
Partnering with colleagues across Operations, Finance, and the Data CoE, you will translate operational activity into meaningful cost insights, enabling the business to identify opportunities for process re‑engineering, assess the value of potential improvements, and support informed investment decisions.
This role provides a unique opportunity to contribute to a high‑impact programme, improving the organisation’s understanding of cost drivers and enabling more effective prioritisation of process re‑engineering and investment decisions.
This role is ideal for someone who enjoys combining data analysis with business insight to drive operational efficiency and deliver tangible business outcomes.
- Supporting the analysis of operational cost drivers, linking financial data to underlying business activities and processes
- Assisting in the development and refinement of Cost to Serve models to improve visibility of process‑level costs
- Working with the Data CoE and Operations teams to gather, structure, and validate activity‑based data
- Identifying trends, anomalies, and areas of high manual effort or inefficiency across operational processes
- Supporting the quantification of potential benefits from process improvements, automation, or re‑engineering initiatives
- Helping to ensure outputs are robust, well‑documented, and suitable for use in business cases and decision‑making
- Contributing to improvements in data quality, consistency, and analytical approaches
About You
- A strong interest in finance, data, and how operational processes translate into cost
- An analytical mindset, with curiosity to understand “why” behind the numbers
- Good attention to detail, with the ability to work with and interrogate large data sets
- Confidence using Excel (e.g. lookups, basic modelling) and an eagerness to develop further analytical skills
- Ability to work with both financial and non‑financial stakeholders to gather and interpret informationStrong organisational skills and the ability to manage multiple tasks in a structured way
- A proactive and inquisitive approach, with a willingness to challenge and improve existing processes
- Clear and concise communication skills, particularly when explaining data or findings
- Exposure to process mapping, operational analysis, or activity‑based costing concepts
- Experience working with finance or operational data in a structured environment
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 communities we support.
- 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 the incentive scheme.
- Pension Scheme: A non‑contributory company pension scheme that can be boosted through personal contributions.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some core benefits.
- Flexible benefits: UK employees can choose a range of flexible benefits and pay for them conveniently via salary deduction.
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