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- Tasks: As a Finance Analyst, you'll provide analytical insights and support decision-making processes.
- Company: Join Quilter plc, a top UK wealth manager with £116.2 billion in customer investments.
- Benefits: Enjoy 26 days of holiday, a pension scheme, and flexible benefits tailored to your needs.
- Why this job: Be part of a transforming business that values innovation and collaboration while making a real impact.
- Qualifications: Strong finance knowledge and experience in financial services or Big 4 audit are preferred.
- Other info: We celebrate diversity and promote an inclusive culture where every voice matters.
The predicted salary is between 28800 - 43200 £ per year.
Fixed Term Contract Duration – 12 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 £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
As an Analyst, you will be adept at the provision of a combination of soft skills, knowledge of business, system thinking, business analysis, change management techniques, awareness in business changes in the economic environment and technology. A key element of the role is providing high quality analytical insight to drive decision making.
You will be responsible for:
- Production of the monthly financials for the review of the Head of Strategic Change.
- Engagement with stakeholder(s) to manage the cost base and be involved in the planning and forecasting cycles.
- Working with our Change Management experts to understand and manage opportunities, impacts and risks of any new change management initiative.
The role is pivotal in supporting:
- Development and improvement of business/financial processes.
- Collaborating with the wider finance team, to ensure financial reporting, systems, and processes are completed as per timetable and reflect the expense position correctly with commentary to aid understanding where appropriate.
- Building and maintaining strong partnerships to share best practice and standards, and engaging with the provision of information for external auditors.
The Analyst will work closely with the Head of Strategic Change to provide high quality analysis, insight and decision support to business stakeholders to help achieve the Group\’s and Segments objectives and strategy.
As an Analyst, you will assist the Head of Strategic Change in monthly preparation of impacts of transformation, reporting and consolidation of all strategic initiatives.
About You
You will have strong working knowledge of a Finance business and varying degrees of appreciation for its strategy, processes, and capabilities, enabling technologies, and governance. Experience of working in a Finance function within Financial Services (including capital, regulatory and liquidity requirements) or Big 4 audit experience would be advantageous.
You will have familiarity with working with multiple stakeholders and to tight timescales in a delivery focused fashion. You will have experience of working in a highly results-orientated, growth and performance driven environment, with a focus on excellence.
You will demonstrate strong attention to detail, producing high quality work to timely deliverables. You will be able to work with agility and at pace with limited supervision, escalating as appropriate. You will show credibility, professionalism and strong personal integrity and evidence the ability to think about business in a way that is abstracted from how business functions are implemented by technology.
You will demonstrate critical thinking skills, an initiative-taking approach to the resolution of problems and obstacles.
Importantly, you will have extensive communication skills and the ability to communicate appropriately at all levels of the organisation; this includes written and verbal communications as well as visualisations. Coupled with strong analytical, inter-personal and presentation skills. You will be a collaborator, able to work effectively at all levels of an organisation with the ability to facilitate, negotiate and influence others to move toward consensus.
In addition, a proven history demonstrating skills and knowledge in the following areas would be desirable:
- Experience of working in an analytical role within the Financial Services industry.
- Strong interpersonal and relationship management capability.
- Ability to interrogate systems and navigate complex infrastructure and organisation.
- Demonstrable history of delivering on time and quality.
- Strong Communications and People Skills to support colleagues at all levels around the business.
- Good time management skills with the ability to flex to changes in demands and priority.
- Excellent data visualisation and ability to present financial information to non-financial stakeholders.
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. #J-18808-Ljbffr
Finance Analyst employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Analyst
✨Tip Number 1
Familiarize yourself with Quilter's business model and the financial services industry. Understanding their approach to wealth management and the specific challenges they face will help you tailor your insights during interviews.
✨Tip Number 2
Highlight your analytical skills by preparing examples of how you've used data to drive decision-making in previous roles. Be ready to discuss specific instances where your analysis led to significant improvements or cost savings.
✨Tip Number 3
Showcase your ability to collaborate with various stakeholders. Prepare to discuss how you've successfully managed relationships and communicated complex financial information to non-financial colleagues in the past.
✨Tip Number 4
Demonstrate your adaptability and time management skills by sharing experiences where you had to meet tight deadlines or adjust to changing priorities. This will resonate well with Quilter's fast-paced environment.
We think you need these skills to ace Finance Analyst
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Finance Analyst position. Highlight key responsibilities and required skills, and think about how your experience aligns with these aspects.
Tailor Your CV: Customize your CV to reflect relevant experience in finance and analytical roles. Emphasize your familiarity with financial services, stakeholder engagement, and any experience with change management initiatives.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how you have demonstrated critical thinking, strong communication skills, and the ability to work collaboratively in previous positions.
Highlight Your Analytical Skills: In your application, be sure to provide examples of your analytical capabilities. Discuss any experience you have with data visualization and presenting financial information to non-financial stakeholders, as this is crucial for the role.
How to prepare for a job interview at Quilter plc
✨Understand the Financial Landscape
Make sure you have a solid grasp of the financial services industry, especially in relation to capital, regulatory, and liquidity requirements. This knowledge will help you demonstrate your expertise and relevance during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of how you've used analytical skills to drive decision-making in previous roles. Be ready to explain your thought process and the impact of your analyses on business outcomes.
✨Communicate Effectively
Since strong communication skills are crucial for this role, practice articulating complex financial concepts in a clear and concise manner. Tailor your explanations to suit both financial and non-financial stakeholders.
✨Demonstrate Collaboration
Highlight your experience working with multiple stakeholders and how you've successfully navigated challenges in a team environment. Be prepared to share examples of how you've built relationships and influenced others to achieve common goals.
