Executive Personal Assistant - Quilter
  • England,London,City of London
  • Full Time, Permanent
  • Competitive salary
Job Description:
Full 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.

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.
About You

Essential *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 u
Job number 4114236

Increase your exposure to recruiters with ProJobs

Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription

You can cancel your subscription at any time.
metapel
Company Details:
eFinancialCareers
Company size:
Industry:
The jobs on site are for both men and women