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 £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!
About the Role
Level: Level 7
Department: CEO Office
Location: London, United Kingdom
Contract type: Permanent, Full-time
Key Accountabilities and Responsibilities
Support to the CEO:
The Chief of Staff is a core member of the Chief Executive's office, reporting to the Group Chief Executive Officer and working closely with the Quilter Executive Management Team (ExCo) on key strategic deliverables.
The primary purpose of the role is to support the CEO in managing the key strategic priorities for Quilter plc. Working closely with the CEO to critically analyse Quilter's strategic priorities, bring together external and internal insight to support the ongoing delivery of Quilter's strategy and business plan.
The role holder will be an established leader with strong interpersonal skills, able to build relations and confidence at Executive level and lead with gravitas. The role requires strong commercial and business acumen, proven and credible commercial business expertise. They will have extensive experience of programme delivery and execution with a track record of assessing, analysing and resolving complex business challenges. They will have in-depth experience and understanding of the regulatory landscape in which Quilter operates.
The ability to fully contribute to the work of the Quilter ExCo and support the business leadership team are key components to this role. The role holder will support the delivery of the Group's strategic objectives within risk appetite whilst challenging and working with management to ensure good customer outcomes at all times.
The Chief of Staff will deputise for the CEO when appropriate, attending forums, committees and meetings to represent the CEO and provide assurance and insight to the CEO on the progress of key strategic activity.
Financial and/or actuarial qualification (ACA, CAA, FIA, CERA, CFA or similar).
Key Behavioural Skills
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.
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!
About the Role
Level: Level 7
Department: CEO Office
Location: London, United Kingdom
Contract type: Permanent, Full-time
Key Accountabilities and Responsibilities
Support to the CEO:
- 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, ExCo, all relevant Board and Management Committees through appropriate engagement and the timely flow of information, thus helping to manage the reputation of the Company.
The Chief of Staff is a core member of the Chief Executive's office, reporting to the Group Chief Executive Officer and working closely with the Quilter Executive Management Team (ExCo) on key strategic deliverables.
The primary purpose of the role is to support the CEO in managing the key strategic priorities for Quilter plc. Working closely with the CEO to critically analyse Quilter's strategic priorities, bring together external and internal insight to support the ongoing delivery of Quilter's strategy and business plan.
The role holder will be an established leader with strong interpersonal skills, able to build relations and confidence at Executive level and lead with gravitas. The role requires strong commercial and business acumen, proven and credible commercial business expertise. They will have extensive experience of programme delivery and execution with a track record of assessing, analysing and resolving complex business challenges. They will have in-depth experience and understanding of the regulatory landscape in which Quilter operates.
The ability to fully contribute to the work of the Quilter ExCo and support the business leadership team are key components to this role. The role holder will support the delivery of the Group's strategic objectives within risk appetite whilst challenging and working with management to ensure good customer outcomes at all times.
The Chief of Staff will deputise for the CEO when appropriate, attending forums, committees and meetings to represent the CEO and provide assurance and insight to the CEO on the progress of key strategic activity.
Financial and/or actuarial qualification (ACA, CAA, FIA, CERA, CFA or similar).
Key Behavioural Skills
- 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.
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.
