Lead Data Analyst – Operational Excellence (FTC)

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 £141.9 billion in customer investments (as at 31 March 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

Level: 4

Department: CDO

Location: London or Southampton

Contract type: Fixed Term Contract- 12 months

The role is a 12 month Fixed Term Contract and sits within the Chief Data Office (CDO) and reports to the Head of Analytics & Insights.

This is a hands on role to support the operational excellence workstream with data led insights in several areas such as designing and building a robust cost-to-serve (CTS) model that provides clear visibility of current end-to-end cost drivers across customers, products, and channels.

The aim of the activities under this programme is to support strategic decision-making, optimising performance and unlocking growth.

The role requires a blend of technical expertise, business acumen, and leadership skills.

The key accountabilities for the role are as follows:

• Design and build a scalable cost to serve model covering the full value chain , mapping cost drivers to operational activities using activity-based costing principles.
• Integrate multiple data sources (eg, finance, operations etc) into a unified analytical model.
• Extract, cleanse, and transform large datasets from operational systems and establish repeatable processes for updating the model.
• Ensure data quality, consistency, and documentation of assumptions.
• Develop flexible models to simulate different scenarios to quantify financial and operational impacts under different scenarios.
• Drive analysis for other data initiatives to support our ambition
• Translate complex outputs into clear business insights for stakeholders and provide actionable recommendations aligned to operational excellence priorities.
• Collaborate with Finance, Operations, and data teams to validate assumptions and outputs.
• Act as a bridge between the technical data and business decision-making.
• Create and maintain documentation of models, methodologies, and assumptions, ensuring transparency, auditability, and version control.

About You

Qualifications

• Degree in an analytical discipline (e.g. statistics, computer science, maths) or evidence of equivalent practical experience

Knowledge/Experience:

Technical Skills

• Advanced SQL, strong proficiency in Python and use of Databricks
• Experience with BI tools (Power BI)
• Strong modelling skills e.g cluster analysis, regression modelling , time series modelling
• Knowledge of data modelling and ETL processes

Analytical Expertise

• Experience in cost modelling, preferably cost-to-serve or activity-based costing
• Strong quantitative and statistical analysis capabilities
• Experience in scenario modelling, simulation, and sensitivity analysis

Business & Domain Knowledge

• Understanding of operational processes within a contact centre desirable but not essential
• Experience working with financial data (e.g cost allocations, margins) desirable
• Exposure to Operational Excellence / continuous improvement frameworks desirable

Skills

• Strong problem-solving and structured thinking
• Excellent communication and storytelling skills
• Ability to translate technical concepts into business insights
• Stakeholder management and influencing skills
• Strategic thinker with curious mindset and strong problem-solving skills

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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.