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
Level - 4
Department- Finance
Location - Southampton
Contract - 6 Month FTC/ Secondment
This is an exciting 6-month fixed-term contract/secondment opportunity 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 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
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 information
Strong 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
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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.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
Skills Required
- Strong interest in finance, data, and operational processes
- Analytical mindset and curiosity to understand the reasons behind data
- Strong attention to detail and ability to interrogate large datasets
- Confidence using Excel, including lookups and basic modelling
- Ability to work with financial and non-financial stakeholders
- Strong organizational skills and ability to manage multiple tasks
- Proactive and inquisitive approach to improving processes
- Clear and concise communication skills
- Exposure to process mapping, operational analysis, or activity-based costing
- Experience working with finance or operational data in a structured environment
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
