Business Intelligence Strategist

22 hours ago


Southampton, Southampton, United Kingdom Quilter Full time
About the Opportunity

Quilter plc is a leading provider of financial advice, investments, and wealth management. We are committed to being the UK's best wealth manager for clients and their advisers.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

We are seeking a talented individual to join our Customer Experience & Insights team as a Creative Insights Analyst. This role will involve managing the client experience framework within QFP using the Elevate platform through third-party supplier Vouched For.

You will be responsible for ensuring that surveys are sent to QFP clients following completion of certain journey touchpoints such as the annual review. You will also complete detailed analysis on the responses to identify trending insights that can be used to maximise the client experience and discover additional sales opportunities.

This analysis will utilise AI capabilities including Co-pilot to maximise insights that help ensure the business provides the highest level of service to clients.

The successful candidate will be the owner of the framework and will need to ensure it continually adds value in line with regulatory & strategic initiatives / changes.



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