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For Companies At a Glance
- Tasks: Support finance operations, manage automated feeds, and ensure accurate trial balance.
- Company: Quilter plc is a top UK wealth manager, overseeing £116.2 billion in customer investments.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Join a dynamic team focused on innovation and making a positive impact in finance.
- Qualifications: Strong communication skills, attention to detail, and ability to work in a changing environment.
- Other info: Embrace diversity and inclusivity while contributing to a collaborative workplace culture.
The predicted salary is between 28800 - 43200 £ per year.
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 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
- Level - 2
- Department - Finance
- Location - Southampton
- Contract - Permanent
This role supports the Finance Operations Managers, it is a key part of the safe delivery of the trial balance through supporting the underlying automated feeds and the manual journals required to ensure the ledger is correct. Key responsibilities include:
- Produce the monthly numbers for the key processes and production of the trial balance through managing automated system feeds and manual journals working with Accounts Payable.
- Reconcile balance sheet accounts and investigate reconciling items.
- Contribute to the continuous improvement of processes and outputs.
- Assist in implementing any required changes to financial reporting, systems, or procedures smoothly and efficiently.
- Maintaining adherence to the Quilter control framework.
- Support the provision of information for external auditors.
- Build and maintain strong partnerships with the other members of the wider finance team to share best practice and standards.
About You
The successful candidate:
- 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.
- 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.
Analyst - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst - Quilter
✨Tip Number 1
Familiarise yourself with Quilter's core values and mission. Understanding their commitment to integrity, curiosity, and collaboration will help you align your responses during interviews and demonstrate that you're a good cultural fit.
✨Tip Number 2
Network with current or former employees of Quilter on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations for the Analyst role.
✨Tip Number 3
Brush up on your financial reporting and reconciliation skills. Since the role involves managing automated system feeds and manual journals, being well-versed in these areas will give you an edge in discussions with hiring managers.
✨Tip Number 4
Prepare examples of how you've embraced change and improved processes in previous roles. Quilter values innovation and continuous improvement, so showcasing your proactive approach will resonate well with the interviewers.
We think you need these skills to ace Analyst - Quilter
Some tips for your application 🫡
Understand the Role: Before applying, make sure you thoroughly understand the Analyst position at Quilter. Familiarise yourself with the key responsibilities and required skills mentioned in the job description to tailor your application accordingly.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise your attention to detail, communication skills, and any experience with financial reporting or reconciliation processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Quilter's values and how they resonate with you, as well as how you can contribute to their goals.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for the Analyst role.
How to prepare for a job interview at Quilter
✨Understand the Business
Before your interview, take some time to research Quilter and its services. Familiarise yourself with their financial advice, investment platforms, and wealth management offerings. This knowledge will help you demonstrate your genuine interest in the company and its mission.
✨Showcase Your Analytical Skills
As an Analyst, you'll need strong analytical skills. Be prepared to discuss your experience with data analysis, reconciliations, and financial reporting. Use specific examples from your past work to illustrate how you've successfully tackled similar challenges.
✨Emphasise Attention to Detail
Quilter values accuracy and attention to detail. During the interview, highlight instances where your meticulous nature has led to successful outcomes. Discuss how you ensure high-quality deliverables and maintain accuracy in your work.
✨Demonstrate a Collaborative Mindset
Quilter promotes a collaborative working environment. Be ready to share examples of how you've worked effectively within a team, built strong partnerships, and contributed to shared objectives. This will show that you align with their values and can thrive in their culture.
