Executive Personal Assistant

Quilter; Greater London; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Job summary

Quilter is seeking an experienced executive PA to provide high‑level support to two ExCo members. You will manage complex diaries, coordinate UK and international travel, and prepare documentation for senior leaders.

The role offers exposure to governance and business coordination, requires discretion, strong written communication, and the ability to leverage approved AI tools to enhance productivity while maintaining human oversight.

Qualifications

• Proven experience providing PA or executive support to senior executives in a complex organisation.
• Strong diary, meeting and UK and international travel management.
• Advanced working knowledge of Microsoft 365, including Outlook, Teams, Word and PowerPoint.
• Ability to produce concise, accurate correspondence, presentations and briefing materials for senior audiences.
• Understanding of confidentiality, data protection and information security.
• Practical understanding of how approved AI tools can support administrative efficiency with proper human oversight.

Responsibilities

• Provides proactive and complex diary management for two ExCo members, prioritising time and aligning schedules with business priorities.
• Coordinates internal and external meetings, including scheduling, rooms or virtual access, visitors, refreshments and materials.
• Organises UK and international travel, accommodation and transfers, and resolves issues promptly.
• Plans team events, workshops and management meetings, coordinating logistics and follow‑up activity.
• Manages expenses, purchase orders and related administration in line with policy.
• Supports inbox management, triaging correspondence and drafting responses with appropriate authority.
• Prepares and quality‑checks correspondence, presentations and briefing materials for senior audiences.
• Captures decisions and actions in meetings and follows up with owners for timely delivery.
• Uses AI tools to improve productivity while applying human judgement and accuracy checks.

Skills

Diary management

Meetings coordination

Travel management

Communication

Confidentiality

AI tools

Tools

Microsoft 365

Job description

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.

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

Quilter’s Executive Committee (ExCo) is the senior leadership team responsible for the day-to-day management of the Group and for supporting the development and delivery of its strategy. Working collectively across Quilter’s businesses and functions, ExCo provides leadership, sets priorities, oversees business performance and ensures effective management of customer outcomes, people, risk, regulatory obligations and operational delivery.

This role provides trusted, proactive and high-quality executive PA support to two ExCo members. You will work closely with the wider ExCo support network and colleagues across Quilter. It offers opportunities to broaden executive-support, governance and business-coordination experience through peer collaboration and knowledge sharing.

Main stakeholders include: ExCo members; Board and Non-Executive Director offices; senior leaders and their support teams; colleagues across central functions and business areas; and external visitors, suppliers and professional contacts.

Key responsibilities:

• Provides proactive and complex diary management for two ExCo members, using sound judgement to prioritise time, resolve conflicts and align schedules with business priorities.
• Coordinates internal and external meetings, including scheduling, rooms or virtual access, visitors, refreshments, agendas and meeting materials.
• Organises efficient UK and international travel, accommodation and transfers, anticipating changes and resolving issues promptly.
• Plans and coordinates team events, offsites, workshops and management meetings, managing logistics, communications and follow-up activity.
• Manages expenses, purchase orders and related administration accurately and in line with policy.
• Supports inbox management by triaging correspondence, highlighting priorities and drafting clear, timely responses with appropriate authority and oversight.
• Prepares and quality-checks correspondence, presentations, reports, briefing materials and other documents for senior audiences.
• Attends meetings as required, captures accurate decisions and actions, and follows up with owners to support timely delivery.
• Uses approved digital and AI tools to support efficiency, for example by producing first drafts, summarising information, organising actions and improving document quality, while applying human judgement and checking outputs for accuracy.
• Handles confidential, personal and commercially sensitive information with discretion
• Use AI and other technology in accordance with Quilter policies, information-security requirements and data-protection standards.
• Identifies and implements improvements to processes, tools and ways of working that enhance service quality, collaboration and productivity.
• Builds effective relationships across the ExCo support network, provides cover for senior PAs and supports wider ExCo priorities when required.
• Maintains accurate records and applies relevant policies, procedures and controls to support effective risk management and regulatory compliance.

Customer outcomes: Although this is not a customer-facing role, it contributes to positive customer outcomes by enabling senior leaders to focus effectively on strategic priorities, sound decision-making and the delivery of Quilter’s commitments to customers.

Key behaviours:

• Anticipates needs, exercises sound judgement and takes ownership with minimal supervision.
• Plans and prioritises effectively in a fast-paced environment, remaining calm and adaptable when priorities change.
• Communicates clearly, confidently and professionally with colleagues and external stakeholders at all levels.
• Builds trusted relationships and collaborates effectively across teams and the wider PA network.
• Demonstrates excellent attention to detail and consistently produces accurate, high-quality work.
• Handles sensitive information with discretion, integrity and sound professional judgement.
• Proactively identifies potential risks, takes appropriate action to mitigate them and escalates concerns promptly when required.
• Is digitally confident, curious about new technology and able to adopt approved AI tools responsibly to improve productivity.
• Demonstrates Quilter’s values: Do the right thing, Always curious, Embrace challenge and Stronger together.

Essential

About You

• Proven experience providing PA or executive support to senior executives or equivalent senior leaders in a complex organisation.
• Strong written communication and numerical skills, demonstrated through relevant experience.
• Strong experience of complex diary, meeting and UK and international travel management.
• Advanced working knowledge of Microsoft 365, including Outlook, Teams, Word and PowerPoint, with confidence learning new systems.
• Ability to produce concise, accurate correspondence, presentations, meeting records and briefing materials for senior audiences.
• Understanding of confidentiality, data protection, information security and the risks associated with handling sensitive executive information.
• Practical understanding of how approved AI tools can support administrative efficiency, with the ability to validate outputs and apply appropriate human oversight.

Desirable:

• Experience within financial services or another regulated environment.
• Experience using SharePoint, Workday, Coupa and travel or expense-management systems.
• Experience using enterprise AI assistants or automation tools to support meeting preparation, drafting, summarisation or action tracking.

Closing date for applications is: Friday 18 September 2026

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.