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Executive Personal Assistant

  • Source: Workday
  • Quilter
  • On-site
  • London
  • Full-Time
  • Mid level

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…

Skills

  • microsoft-outlook
  • microsoft-teams
  • microsoft-powerpoint
  • workday
  • coupa
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