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 £157.4 billion in customer investments (as of August 2026). 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

As an Assistant Team Manager at Quilter Business Services Limited, you will support the Team Manager in overseeing daily operations, ensuring team performance and productivity, and fostering a positive and efficient working environment. You will play a key role in developing team members and maintaining high standards of service delivery within our dynamic business services division.
Job Responsibilities:

• Manage team in the absence of the Team Manager when applicable
• Assist the Team Managers with the allocation of day to day responsibilities 
• Provide input to the Team Managers for the 121’s and annual reviews for relevant members of staff. Including conducting some 121 meetings.
• Support individual and team development needs by regularly observing performance and offering coaching, where appropriate 
• Contribute to the development of the team strategy and objectives 
• Assist with the development and monitoring of performance metrics/internal monthly scorecard for the team and with the Team Manager use these to drive and improve performance, costs and improve customer service  
• Assisting team manager with recruitment 
• Develop self by attending appropriate training/courses/seminars etc
• Handling escalations and dissatisfaction from Distribution and their advisers, to resolve issues, and minimize reputational risks.
• Build own Strong relationships with Distribution, and encourage and develop the team to be able to do the same.
• Working closely with Distribution supporting our Adviser community, whilst remaining focused on good customer outcomes.  
• Help to embed a culture of quality and continuous improvement within the team.
• Assist in Projects and future developments requiring Distribution input.

About You

• Previous manager /assistant manager experience preferred.
• Financial Services experience desirable but not essential.
• PC literate, in particular MS Office Products
• Knowledge of Quilter Key Products and systems would be desirable
• Excellent communication, numeracy and literacy skills
• Excellent interpersonal skills
• Proven track record in customer service & relationship building
• Good attention to detail
• Ability to work to tight deadlines

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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.