Customer Outcome Hub Governance and Reporting Analyst

Quilter plc; Southampton; Hybrid; GBP 35,000 - 46,000; Full time

Job description

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 £119.4 billion in customer investments (as at end December 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: 3
Department: Affluent Segment Customer Outcome Hub
Location: Southampton/Hybrid preferred
Contract type: Fixed Term Contract (for externals), for Internal candidates, this will be considered a permanent move.
Salary: Paying between £35k-£46k

1. Delivering regular MI and data analysis to the COH management team, as well as submission of data/analytics to the broader programme and steering committees.
2. Produce steering committee, board, or other ad hoc papers or reports updating on the progress data integrity or customer remediation activities.
3. Provide analytical interpretation of the MI supplied to ensure the outcomes are fully understood and actions are derived to allow for future improvements.
4. Continuously check and challenge the integrity of the data used to generate the MI provided - resolving any inaccuracies or inconsistencies as appropriate.
5. Maintain confidentiality of all information, both from internal and external sources, exercising discretion at all times.
6. Track completion of actions arising from Steercos, ExCo etc relating to COH activities.

About You

• Good data analysis skills and attention to detail.
• Excellent written and verbal communication.
• Excellent communication and presentation skills, able to engage and influence at all levels across the business and the wider organisation.
• Ability to be flexible and change in an ever-evolving business.
• The ability to understand and effectively present requirements but to also provide additional information or insight, where helpful and relevant.
• Delivery focused, with high energy and drive. Always looking for ways of continuous improvement.
• High level of personal confidence, able to present and discuss reports or updates to the Affluent Leadership team and elsewhere across the organisation.
• The ability to handle complex situations and multiple responsibilities simultaneously, mixing long-term projects with the urgency of immediate priorities in calm, pragmatic manner.
• Capable of presenting updates in simple and concise manner, in order that recommendations, risks or concerns are able to be fully understood and accurate conclusions to be reached.
• Demonstrates a high level of accuracy, ensuring attention to detail.
• Self-starter with a strong work ethic and the ability to work independently.

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.