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For Companies At a Glance
- Tasks: Support the finance team by processing financial transactions and maintaining accurate records.
- Company: Join Quilter plc, a leading wealth management business with a commitment to brighter financial futures.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Kickstart your finance career in a collaborative environment with growth opportunities.
- Qualifications: Basic understanding of accounting principles and strong communication skills required.
- Other info: Embrace diversity and be part of a team that values integrity and innovation.
The predicted salary is between 24000 - 36000 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £126.3 billion in customer investments (as of August 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.
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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
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.
About the Role
Level – 2
Department – Finance Operations
Location – Southampton
Contract – Permanent
This role provides essential support to the Finance team by ensuring the accurate and timely processing of financial transactions, including invoices, payments, and receipts. It is ideally suited to individuals at the start of their finance career who are eager to develop their skills within a collaborative and supportive environment.
Key Responsibilities
- Process all financial transactions in line with the Financial Management, Payments & Expenses Policy.
- Support a centralised Accounts Payable (AP), Accounts Receivable (AR), and Personal Expenses (Pers Exps) function that services multiple business units.
- Handle regulatory payments, including those to the FCA, insurance providers, and HMRC, with a strong focus on reputational impact and compliance with payment practices reporting.
- Maintain accurate records and ensure timely communication with external clients regarding payment queries and account changes.
- Contribute to the smooth operation of finance processes across all legal entities within the centralised group function.
About You
The successful candidate
- Understanding of accounting principles.
- Good attention to detail and willingness to learn.
- Strong communication and teamwork skills.
- Familiarity with Microsoft Excel and other Office applications.
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.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
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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Accounts Team Assistant employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Team Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those who work at Quilter. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching Quilter's values and recent news. Show us that you're not just another candidate; you’re genuinely interested in what we do and how you can contribute.
✨Tip Number 3
Practice your communication skills! Since teamwork is key in this role, being able to express your thoughts clearly will set you apart. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Quilter.
We think you need these skills to ace Accounts Team Assistant
Some tips for your application 🫡
Show Your Understanding of Finance: Make sure to highlight any knowledge you have about accounting principles and financial processes. We want to see that you're eager to learn and grow in this area!
Attention to Detail is Key: In your application, emphasise your attention to detail. This role involves processing financial transactions accurately, so we need to know you can handle the nitty-gritty without missing a beat.
Teamwork Makes the Dream Work: Don’t forget to mention your teamwork skills! We thrive on collaboration here at Quilter, so sharing examples of how you've worked well with others will definitely catch our eye.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Quilter
✨Know Your Numbers
Brush up on basic accounting principles and financial terminology. Being able to discuss these confidently will show that you’re serious about the role and understand the fundamentals of finance.
✨Excel at Excel
Familiarise yourself with Microsoft Excel, as it’s a key tool for this position. Practice using formulas, pivot tables, and data analysis features so you can demonstrate your skills during the interview.
✨Show Your Team Spirit
Quilter values teamwork, so be ready to share examples of how you've collaborated in the past. Highlight your communication skills and willingness to support others, as this will resonate well with their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to finance and their future goals. This shows your genuine interest in Quilter and helps you assess if it’s the right fit for you.
