Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.About the Role
Level: 5
Location: London - Hybrid working
Department: Executive Office
Contract: Permanent
This position plays a pivotal role as a strategic enabler and operational catalyst within the executive office. This position is ideally suited to an individual who excels in dynamic, high-pressure environments and possesses a strong ability to distil complex issues into clear, actionable insights. This role not only drives momentum for the executives they support but also fosters alignment across teams and energises stakeholders to deliver on shared goals.
Key responsibilities include the coordination and oversight of high-impact initiatives, ensuring that strategic priorities are translated into tangible outcomes. The role demands a proactive approach to managing workflows, anticipating challenges, and removing barriers to execution. By maintaining a sharp focus on strategic intent, this role ensures that decisions made at the executive level are effectively implemented and monitored.
Key responsibilities include:
Supporting the executive in executing key organisational priorities.
Tracking and delivering strategic priorities and OKRs, ensuring alignment across the business.
Partnering with internal teams to support communication and implementation of change initiatives.
Engaging with a wide variety of stakeholders to orchestrate communications, manage budgets, and support governance activities. Working with a variety of stakeholders across the business including Finance to develop and manage key updates on flows and client numbers. Monthly and on the Quarter, the role holder will be required to collate information into succinct Board and Executive updates so that management information can be debated to drive improved results. Continuously improve the quality of MI and information on targets for IMs and FPs.
Acting as a key point of contact for the team as well as providing general support across Management of team forward looking calendar, ensuring key meetings are well-prepared for. An excellent candidate will be proactive in the management of this, working with this team to ensure preparedness for upcoming meetings
Having a clear view of key initiatives and working with members of the team to ensure that we prioritise those that will deliver the most value to our clients and to Quilter Cheviot.
Participating as a proactive member of the team and from time to time picking up additional tasks to support the leadership team.
Coordinating and preparing reports and presentations for stakeholders.
Maintaining confidentiality and exercising discretion at all times.
Managing conflicting priorities and supporting the executive in managing theirs.
Previous experience working within a COO or CEO office, ideally from within Wealth management or Financial Services background
Thrives in a fast-paced, high-trust environment.
Has strong analytical, communication, and organisational skills.
Is comfortable with ambiguity and shifting priorities.
Can manage multiple priorities and deliver initiatives on time.
Navigates complex environments and manages senior stakeholders with strong influencing skills.
Is skilled in writing for influence (e.g., speeches, executive briefings).
Builds sustainable relationships and communicates at all levels.
Demonstrates credibility, professionalism, integrity, and resilience.
Has strong risk awareness and management skills.
Is a self-starter with a strong work ethic and ability to work independently.
Is delivery-focused, energetic, and results-oriented.
Continuously seeks improvement and thrives under pressure
#LI-VS1 #QC #QuilterCheviot
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.
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What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.
The businesses within our group aim to provide high quality products and services for the whole of your investment journey
