About the Business About the Role Level: 2 Department: Platform – Quilter Business Services Location: Southampton Contract Type: 6 month FTC starting in January Joining our Tax Year End operation, you will provide customer service and administrative support during one of our busiest periods of the year. You will help us manage increased customer and adviser demand by ensuring requests are processed accurately, efficiently and within agreed service standards. This is an entry-level role where you will receive structured training and support to develop your knowledge across our products, systems and processes. As your experience and competence develop, you may have the opportunity to learn additional processes and support different areas in response to changing customer and business needs. This six-month Fixed Term Contract is a great opportunity to start or develop your career within Financial Services, build valuable transferable skills and experience working within a large customer operations environment. No formal qualifications are required, and full training will be provided. Each role makes an important contribution to both our customers and the wider success of Quilter. You will complete a range of customer administration activities using our systems, documented procedures and training. Depending on your allocated area, this could include supporting pensions, investments, money-in, money-out, transfers or other customer servicing activities. You will be responsible for processing customer and adviser requests accurately and efficiently, maintaining clear records and preparing correspondence where required. The role will also include telephone and email contact with customers and financial advisers. Once trained, you will work towards agreed quality, productivity and service standards, taking ownership of your allocated workload and responding positively to coaching and feedback. Delivering good customer outcomes is central to the role. You will follow established procedures, protect customer information and recognise when something falls outside your knowledge, training or authority. Where this happens, you will ask for support or escalate appropriately rather than making assumptions. You will need to remain flexible as priorities and volumes change throughout Tax Year End, working collaboratively with colleagues to help customers receive the right outcome as efficiently as possible. About You You will be organised and able to prioritise your workload, work accurately and meet deadlines in a busy operational environment. You will have strong attention to detail, clear written and verbal communication skills and be comfortable learning and working across different systems. Previous administration or customer service experience would be beneficial but is not essential. You will take personal responsibility for producing consistently high-quality work, following processes and raising questions or concerns when something does not look right. You will be open to feedback and motivated to continually develop your knowledge and capability. You will be adaptable and comfortable working both independently and as part of a team. Most importantly, you will bring a genuine focus on helping customers and contributing positively to the wider team. Our purpose is to help the generations of today and tomorrow to prosper. Whatever your role, you will play a part in delivering good outcomes for our customers 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. 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. We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.

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