M&A Finance Analyst

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 of 30 September 2024). It offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management through its two segments: Affluent and High Net Worth.

Affluent includes the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth includes Quilter Cheviot and Quilter Cheviot Financial Planning.

At Quilter, we are committed to innovation and customer-centric transformation. We value bold ideas, continuous improvement, and making a positive impact on the communities we serve.

About the Role

Level: 3

Department: Mergers & Acquisitions

Location: London

Contract: Permanent

We are seeking a Finance Analyst to join our M&A team in London. In this role, you will assist with financial analysis, proposal preparation, information processing, reporting, and managing transactions through the pipeline to completion.

Responsibilities include:

1. Supporting financial analysis and presentations for M&A opportunities.
2. Analyzing investment portfolios.
3. Producing monthly reports for governance and committees, maintaining presentation materials, and organizing documents.
4. Managing M&A pipeline CRM and administration of acquisition opportunities.
5. Preparing formal documentation for multiple stages of acquisitions.
6. Attending meetings to document decisions and actions.
7. Performing additional responsibilities as needed.
8. Engaging with internal and external stakeholders.

About You

• Strong organizational skills and ability to prioritize.
• Adaptability to change.
• Excellent communication skills.
• Team player with a strong work ethic.
• Ability to learn new systems and processes.
• Proficiency in Excel and PowerPoint.
• Experience in an M&A team and financial services.

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Inclusion & Diversity

We promote diversity and inclusivity, ensuring equal opportunities for all based on skills, qualifications, and potential. We value a respectful environment where everyone can thrive.

Our Values

• Do the right thing: Act with integrity and commit to excellent service.
• Always curious: Seek new ideas and knowledge to stay ahead.
• Embrace challenge: Aim high and transform potential into outcomes.
• Stronger together: Collaborate, support, and trust each other.

Core Benefits

• Holiday: 26 days (182 hours)
• Incentive Scheme: Participation available to incentivize performance.
• Pension Scheme: Non-contributory with optional personal contributions.
• Private Medical Insurance: Single cover, options for family.
• Life Assurance: 4x salary.
• Income Protection: 75% salary after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.
• Additional flexible benefits available via salary deduction.

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