Quilter
Capital Planning Actuary (12 Month FTC)
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Fixed Term Contract Duration - 1 Months
About The Business
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £141.2 billion in customer investments (as of 31 December 2025). 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 advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app.
High Net Worth
- Includes the discretionary fund management and financial planning business, Quilter Cheviot.
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.
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: Finance - Actuarial
- Location: Southampton
- Contract: 12 Month FTC
In this role, you will be responsible for the regular monitoring, forecasting and projection of the regulatory capital / solvency position of a Quilter insurance entity with unit-linked investment policies. You’ll collaborate with key stakeholders across the business and work closely with Actuarial and Finance colleagues during the business plan cycles.
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Key responsibilities:
- Responsible for the delivery of the month-end solvency estimates and the quarterly forecasting exercise.
- Responsible for the delivery of the solvency / capital projection over the business plan horizon.
- Responsible for maintaining and improving the Excel-based Capital Projection Model.
- Carry out annual stress and scenario testing using the Capital Projection Model.
- Provide insights into any deviation between the actual solvency position and the projected solvency position.
- Carry out what-if and sensitivity analysis on an adhoc basis.
- Maintain strong process and control procedures.
- Collaborate closely with Actuarial Reporting Team and Actuarial System Team on planning and forecasting matters.
About You
The Successful Candidate:
- Progressing towards IFoA qualification or recently qualified.
- Experience in Solvency II and/or Embedded Value reporting and forecasting.
- Strong Excel skills and confidence working with large, complex data models.
- Excellent organisational skills with the ability to manage competing priorities.
- High levels of accuracy and attention to detail.
- Strong analytical and problem-solving capabilities.
- Effective communication and stakeholder management skills.
- Collaborative, flexible and team-oriented approach.
- Comfortable working in a fast-paced environment with changing priorities and ambiguity.
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.
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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.
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