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- Tasks: Support finance operations by analyzing loan data and testing new systems.
- Company: Join Quilter plc, a top UK wealth manager with £111.6 billion in customer investments.
- Benefits: Enjoy 26 days of holiday, a pension scheme, and flexible benefits tailored to you.
- Why this job: Be part of a transforming company that values innovation and collaboration for positive outcomes.
- Qualifications: Strong communication skills, attention to detail, and a proactive approach are essential.
- Other info: This is a 5-month fixed-term contract based in Southampton.
The predicted salary is between 28800 - 43200 £ per year.
Finance Operations Accountant page is loaded
Finance Operations Accountant
Apply locations Southampton time type Full time posted on Posted 3 Days Ago time left to apply End Date: March 7, 2025 (10 days left to apply) job requisition id R4296 Fixed Term Contract Duration – 5 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 £111.6 billion in customer investments (as at 31 March 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: Finance
Location: Southampton
Contract: 6 Month FTC
This role will support the Finance Operations Reconciliation Manager in the following:
- Analysis of key loans data, confirming calculations and information for each loan is correct.
- Testing the new system, making sure that accounting and financial processes are followed correctly.
- Support the migration of data from manual spreadsheets to the new system.
- Maintain key relationships with stakeholders, communicating clearly key messages that need to be relayed for Project to progress.
About You
Some of key skills and experience for success in the role are linked to the below behaviours.
- Ability to engage and consult senior colleagues.
- Good communication skills – written and verbal.
- Strong attention to detail.
- Ability to produce high quality, timely deliverables.
- Credibility, professionalism, and strong personal integrity.
- Able to work in a complex and changing environment.
- Embraces change and initiates new and better ways of working to deliver positive customer outcomes.
- Proactive approach to the resolution of problems and obstacles, escalating issues as required.
- Embraces a collaborative working environment to achieve shared objectives.
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.
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.
About Us
We create brighter financial futures for every generation.
We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Flexible Working
We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Our promise to you
We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.
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Finance Operations Accountant employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Operations Accountant
✨Tip Number 1
Familiarize yourself with the financial operations and reconciliation processes specific to the finance industry. Understanding these concepts will help you engage effectively with senior colleagues and demonstrate your expertise during discussions.
✨Tip Number 2
Showcase your ability to adapt to new systems by researching common financial software used in the industry. Being knowledgeable about these tools can give you an edge when discussing your experience with data migration and system testing.
✨Tip Number 3
Prepare to discuss examples of how you've maintained strong relationships with stakeholders in previous roles. Highlighting your communication skills and ability to relay key messages will resonate well with the team at Quilter.
✨Tip Number 4
Emphasize your proactive approach to problem-solving. Be ready to share specific instances where you've identified obstacles and successfully navigated them, as this aligns with Quilter's values of embracing challenges and driving positive outcomes.
We think you need these skills to ace Finance Operations Accountant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Finance Operations Accountant position. Make sure you understand the key responsibilities and required skills, such as attention to detail and strong communication abilities.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job requirements. Emphasize your ability to engage with senior colleagues and your proactive approach to problem-solving.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your past experiences have prepared you for the challenges of this position, particularly in financial analysis and stakeholder communication.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your writing is clear and professional, reflecting the high standards expected by Quilter plc.
How to prepare for a job interview at Quilter plc
✨Show Your Analytical Skills
As a Finance Operations Accountant, you'll be analyzing key loans data. Be prepared to discuss your experience with data analysis and how you've ensured accuracy in your previous roles.
✨Communicate Clearly
Good communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts or processes.
✨Demonstrate Attention to Detail
Highlight your ability to produce high-quality deliverables. Share examples of how your attention to detail has positively impacted your work, particularly in finance-related tasks.
✨Embrace Change and Collaboration
Quilter values adaptability and teamwork. Be ready to discuss how you've embraced change in past roles and how you collaborate with colleagues to achieve shared objectives.
