Data Protection Analyst

Summary

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 £116.2 billion in customer investments (as at 30 September 2024). 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: Risk

Location: Southampton

Contract type: Fixed Term Contract

The Quilter Privacy Office is responsible for ensuring that all aspects of data protection law are met by the organisations. This role will support the existing team to deliver the data subjects' rights that are granted in UK and EU data protection law.

Within this role, you will be responsible for:
• Management of work queues across the team;
• Focussing on the management and delivery of Data Subjects’ Access Requests (DSARs) for clients and advisers:
• Assisting with the administration and fulfilment of DSAR cases, working with the team to record cases in our OneTrust system, perform any identity checks required and allocating cases amongst the team;
• Performing the search and retrieval of personal data relating to the requestor across all Quilter entities;
• Reviewing and redacting cases in accordance with standards and regulatory guidance;
• Managing assignment of new DSARs and balancing workloads of team;
• Ensuring that deadlines are met; and
• Communicating with the requestor to clarify requirements as required.

About You

The successful candidate:
• Experience of working with DSARs, preferably in financial services organisations
• Strong Microsoft Excel skills, including formulas and data manipulation techniques would be beneficial
• High energy and drive and be delivery focused, and the ability to work well on your own or within a team.

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