Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face to face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice. Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. We’re owned by Quilter, a leading provider of wealth management in the UK and internationally. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 13 March 2023.

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £119.6 billion in customer investments (as at end March 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 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.

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 - 3

Department- Data Protection

Location - Southampton/ London

Contract - Permanent

Quilter is responsible for ensuring its Appointed Representative (AR) firms embed data protection compliance into their operations, overseen by the Quilter Privacy Office.

We’re looking for a well-organised communicator to join the team and support AR firms in meeting UK Data Protection requirements. You’ll conduct assessments across Quilter Financial Planning, gather insights on compliance controls, and promote best practices through collaboration, training, and guidance.

This role also supports regulatory obligations, including Data Subject Access Requests and incident management, and requires strong teamwork and stakeholder engagement.

Key responsibilities include:

Conduct remote assessments of AR firms via Teams, evaluating compliance with GDPR, PECR, and DPA 2018.
Schedule and manage meetings efficiently, identifying non-compliance risks.
Communicate findings clearly and recommend corrective actions.
Build trusted relationships as a Data Protection adviser.
Translate legislation and policy into practical business requirements.
Collaborate with Relationship Managers and Oversight teams to assess risk profiles.
Stay current on Data Protection laws and complete required training.
Promote best practices to uphold client rights.
Challenge and improve the oversight framework in line with regulatory changes.
Respond promptly to queries from colleagues and AR firms.
Support DSAR handling and incident triage with accurate, timely responses.
Manage your diary and ensure timely documentation uploads.

About You

The successful candidate:

Strong written and verbal communication skills; able to clearly explain complex Data Protection requirements to varied audiences.
Solid understanding of GDPR, PECR, and DPA 2018, ideally within a regulated environment like Financial Services.
Able to manage workload effectively, prioritising tasks in line with regulatory deadlines.
Skilled in building trusted relationships across internal and external stakeholders on Data Protection matters.
Hands-on experience with key Data Protection processes, including handling subject access requests, incident response, DPIA reviews, and general queries.
Prior experience and understanding of using OneTrust.

#LI-KH1 #LI-remote #QFP

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.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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.

Data Protection Oversight Officer

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