Finance Change Analyst (18 Month FTC) in Southampton

Finance Change Analyst (18 Month FTC) in Southampton

Southampton Full-Time 35000 - 45000 £ / year (est.) No working from home possible
Quilter plc

At a Glance

  • Tasks: Support the delivery of a new adviser system and enhance financial operations.
  • Company: Join Quilter plc, a leading UK wealth management provider.
  • Benefits: Enjoy competitive salary, flexible working, and a range of core benefits.
  • Other info: Inclusive culture with opportunities for personal and professional growth.
  • Why this job: Be part of a transformative project that shapes the future of finance.
  • Qualifications: Part-qualified accountant or experience in finance change projects required.

The predicted salary is between 35000 - 45000 £ per year.

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 £141.2 billion in customer investments (as of 31 December 2025). 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.

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, including our colleagues. 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!

This role plays a key part in supporting the delivery and implementation of a new adviser system across the organisation. Operating beyond traditional accounting responsibilities, it provides broad exposure across multiple stages of the project lifecycle. The role contributes to key Finance Operations delivery activities, including user acceptance testing, the development of controls and governance frameworks, data migration, and ensuring the successful delivery of business readiness.

Key responsibilities include:

  • Development and implementation of new controls and reconciliations
  • Daily reconciliation of system integrations from source system to the General Ledger (AE to Workday)
  • Development of a comprehensive daily and monthly timetable to ensure clear visibility and timely delivery of key outputs
  • Completion of daily and month-end balance sheet reconciliations and associated controls
  • Review and resolution of receipts by reconciling bank statements to transactions within adviser systems
  • Validation of migrated data and accounting outputs, ensuring alignment and documentation of any known issues
  • Supporting Business Readiness activities, including training for Business-as-Usual (BAU) teams
  • Providing audit support across both legacy and new systems

About You

  • Part-qualified accountant or demonstrable experience supporting finance change or transformation projects
  • Strong understanding of financial controls, risk management and governance frameworks, with the ability to embed these into new processes
  • Proven stakeholder management skills, with the ability to engage, influence and build effective working relationships across Finance, IT and Operations
  • Strong data analysis and reconciliation skills, with the ability to validate outputs and ensure accuracy and completeness
  • Well developed analytical thinking, with the ability to identify root causes and implement practical solutions
  • Experience supporting finance system implementations (e.g. Workday), including integrations, testing and data migration
  • High level of accuracy and attention to detail when reviewing financial data, reconciliations and system outputs
  • Ability to develop and deliver training materials to support Business-as-Usual (BAU) teams and ensure operational readiness
  • Clear and concise communication skills, both written and verbal, with the ability to translate technical changes into business impacts

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.

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.

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. 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.

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.

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.

Finance Change Analyst (18 Month FTC) in Southampton employer: Quilter plc

Quilter plc is an exceptional employer, offering a dynamic work environment in Southampton where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and a non-contributory pension scheme, ensures that our employees are well taken care of while they contribute to meaningful financial solutions for our clients.

Quilter plc

Contact Details:

Quilter plc Recruitment Team

We think you need these skills to ace Finance Change Analyst (18 Month FTC) in Southampton

Financial Controls
Risk Management
Governance Frameworks
Stakeholder Management
Data Analysis
Reconciliation Skills
Analytical Thinking