Customer Insights Analyst

About The Business

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

Quilter oversees £126.3 billion in customer investments (as of August 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 – 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

Level : 3

Department: Nu Wealth

Location : London

Contract type : Permanent

NuWealth, a fintech business acquired by Quilter in September 2024, is a direct-to-consumer (D2C) investment platform designed to empower individuals starting their investment journey. As part of Quilter, a FTSE-250 wealth management company, NuWealth aims to bridge the advice gap by offering digital guidance and seamless investment solutions. The platform supports customers with accessible tools and works with financial advisers to deliver tailored financial planning for long-term prosperity.

The Customer Insights Analyst will support NuWealth’s customer-centric strategy by conducting data analysis to uncover insights that enhance user experience, improve platform engagement, and assist in delivering tailored recommendations, insights and metrics to various Stakeholders and departments within NuWealth. This role focuses on data handling, reporting, and contributing to insight generation under the guidance of the Customer Insights Manager, ensuring alignment with NuWealth’s and Quilter’s commitment to delivering good Customer outcomes under the FCA’s Consumer Duty.

Key Responsibilities

• Data Collection and Analysis: Gather and analyse user behaviour, platform interactions, and investment data to identify trends and patterns
• Insight Support: Assist in developing data-driven insights for product enhancements, marketing strategies, and MI reporting
• Customer Journey Support: Help map and analyse customer journeys, contributing to optimisation efforts with product and marketing teams
• Market Research Assistance: Support research on market trends, competitor analysis, and customer preferences in the D2C investment sector
• Reporting and Dashboards: Create and maintain reports and dashboards to monitor key performance indicators (KPIs), including user engagement, retention, and Net Promoter Score (NPS)
• Regulatory Compliance Support: Ensure data handling and analysis comply with FCA regulations, including Consumer Duty
• Collaboration: Work with cross-functional teams to provide analytical support for platform development and customer strategies
• Ad Hoc Analysis: Perform additional data queries and analyses as required to support business decisions

About You

• Solid experience in data analysis or insights roles, preferably in financial services or fintech
• Proficiency in analytical tools (e.g. SQL, Excel, Tableau, Appsflyer, Mix Panel)
• Basic understanding of customer behaviour and data visualisation
• Strong attention to detail and ability to communicate findings clearly
• Familiarity with FCA regulations, particularly Consumer Duty
• Bachelor’s degree in Data Analytics, Business, Statistics, or a related field

Desirable

• Experience in the wealth management or D2C investment sector
• Exposure to customer data platforms (CDPs) or AI-driven analytics

Person Specification

• Analytical Skills: Strong ability to work with data and derive meaningful insights
• Customer-Focused: Interest in understanding customer needs to improve experiences
• Team Player: Willing to collaborate and learn from senior team members
• Proactive: Eager to take on tasks and contribute ideas in a dynamic environment
• Adaptable: Comfortable in a fast-paced fintech setting and aligned with Quilter’s values of curiosity, challenge, and collaboration

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.