Fixed Term Contract Duration - 11 Months
About The Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £126.3 billion in customer investments (as of August 2025). 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 - 1
Department- Quilter Affluent Proposition & Affluent Marketing
Location - London
Contract - 12 Month FTC
We’re looking for a proactive and highly organised individual to provide dedicated PA and administrative support to three to four Senior Executives within Quilter’s Affluent Proposition and Marketing teams. You’ll also offer flexible support to other members of the Quilter Investors Division as needed, helping to ensure smooth day-to-day operations across the business.
You’ll work closely with a collaborative team of PAs, providing seamless support to Senior Executives and contribute to the smooth running of day-to-day operations.
- Diary Management - Initiating and arranging all internal and external business meetings as required.
- Committee & Forum Support - Assist in the preparation and distribution of meeting materials for Committees and Forum meetings, taking and preparing minutes and Chairperson’s Reports ensuring the follow-up of action items with the team to meet the agreed timeframes.
- Presentation Assistance - Support preparation of executive presentations.
- Expenses and Invoice Processing - Manage expenses, business invoices and payment submissions for the Executive.
- Travel Co-ordination - Using Click Travel system, ensuring all logistics for travel are fully organised and planned.
- Correspondence - Ability to draft own email correspondence in response to queries and Executive request.
- Cross Team Collaboration – Provide PA support to other executives and cover for fellow PAs when needed.
About You
- Previous experience at similar level of PA, Executive Assistant role within a professional or financial services firm at an Executive level.
- Highly organised and able to prioritise and manage workload to meet deadlines and support the needs of three to four Executives.
- Team player, able to work with and across business functions and teams as required.
- Strong interpersonal capabilities with experience in supporting and communicating with senior business executives as well as broader business groups.
- Full knowledge of Microsoft Office, Workday and Coupa would be beneficial.
- Ability to forward think, anticipating the needs of the Executives and comfortable making decisions using own initiative.
- Ability to draft own correspondence.
- Strong attention to detail.
- Aware of the need to use discretion and confidentiality.
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.
