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For Companies At a Glance
- 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 36000 - 60000 £ per year.
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.
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Finance Operations Accountant employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Operations Accountant
✨Tip Number 1
Familiarize yourself with Quilter's business model and the specific services they offer. Understanding their approach to financial advice and wealth management will help you align your skills and experiences with their needs during the interview.
✨Tip Number 2
Highlight your experience with data analysis and reconciliation processes. Be prepared to discuss specific examples where you've successfully managed complex data sets or improved financial processes, as this is crucial for the role.
✨Tip Number 3
Demonstrate your communication skills by preparing to share how you've effectively engaged with senior colleagues in past roles. This will show that you can maintain key relationships and communicate important messages clearly.
✨Tip Number 4
Emphasize your adaptability and proactive problem-solving abilities. Be ready to provide examples of how you've embraced change and initiated improvements in previous positions, as this aligns with Quilter's values.
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 role. Emphasize your ability to engage with senior colleagues, produce high-quality deliverables, and work in a changing environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your values align with Quilter's commitment to integrity, curiosity, and collaboration. Provide specific examples of how you've embraced challenges in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your communication is clear and professional, reflecting the high standards expected by Quilter.
How to prepare for a job interview at Quilter
✨Understand the Business
Familiarize yourself with Quilter plc's services and values. Knowing their commitment to being the UK's best wealth manager will help you align your answers with their mission during the interview.
✨Showcase Your Attention to Detail
As a Finance Operations Accountant, attention to detail is crucial. Be prepared to discuss specific examples from your past experiences where your meticulous nature led to successful outcomes.
✨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.
✨Embrace Change and Collaboration
Quilter values adaptability and teamwork. Share instances where you've successfully navigated change or collaborated with others to achieve shared objectives, demonstrating your proactive approach.
