Assistant Team Manager

Quilter Investors Limited; Southampton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Southampton seeks an Assistant Team Manager to support leadership duties and enhance team performance. The ideal candidate will have experience in operational management, strong coaching skills, and a commitment to continuous improvement. Key responsibilities include managing customer requests, driving service enhancements, and conducting training sessions. This is a permanent, full-time role that offers comprehensive benefits and career growth opportunities.

Benefits

182 hours of holiday (26 days)

Eligible for Quilter Incentive Scheme

Non-contributory pension scheme

Private medical insurance

Life assurance (4x salary)

Income protection (75% of salary)

Qualifications

• Experience managing people in operational settings.
• Strong organizational skills for driving improvements.
• Confident in coaching others and providing feedback.

Responsibilities

• Support leadership duties and manage customer requests.
• Drive service improvements and maintain high quality standards.
• Organize staff training and conduct 1:1s for development.

Skills

Operational management tools

Coaching and training

Data and performance insights

Communication and interpersonal skills

Problem-solving

Education

CF1 or FA2 CII Qualification

Tools

MS Office (Excel)

Job description

Assistant Team Manager page is loaded## Assistant Team Managerlocations: Southamptontime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 29, 2026 (14 days left to apply)job requisition id: R5112# ****About the Business****Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 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: 3Department: Quilter Adviser & Client ServicesLocation: Southampton, United KingdomContract type: Permanent, Full-TimeYou will be joining a highly skilled and supportive team within Adviser & Client Services, so this role is ideal if you have a passion for developing others, working with data and performance insights, and delivering excellent customer service. You’ll be someone who enjoys taking ownership, supporting colleagues, and helping to drive continuous improvement across the team.To thrive in this role, you will bring experience of using operational management tools such as QCD Boards and visual management, along with strong organisational skills and a proactive approach to solving problems. You will also be confident in coaching others, providing feedback, and contributing to team development and succession planning.## **Key Responsibilities*** Act as a deputy to the Team Manager, supporting leadership duties and providing cover when required.* Ensure customer requests are processed within agreed timescales while maintaining high quality standards.* Drive service and process improvements, promoting a culture of continuous improvement and risk awareness.* Use operational management tools effectively, including QCD Boards and visual management routines.* Organise and deliver staff training, ensuring colleagues receive clear, constructive feedback.* Conduct 1:1s with team members to support their development and gain exposure to line‑management responsibilities.* Support the Team Manager in motivating, engaging, and supporting the team.* Apply best practice and stay informed on internal and external business developments to make recommendations for operational, service, and process enhancements.* Identify key risks, carry out root cause analysis (RCA), and contribute to risk frameworks and mitigation plans.* Work closely with internal stakeholders such as Risk, Finance, and other business partners to ensure compliance with policies and operational requirements.# ****About You****Our ideal candidate will have experience of managing people in relation to processes and allocation of work within our Operational areas or have proven experience within the Life, Pensions, or Investment industry.You will be able to drive continuous improvement activities with a team whilst also being able to demonstrate the ability to coach others whilst also having strong communication and interpersonal skills.You will have a good working knowledge of MS Office products especially Excel.Ideally, having a CF1 and/or FA2 CII Qualification is desirable however this isn’t essential to the role.#LI-EW1****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.**We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.