Finance Operations Team Manager - Quilter

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.

To manage a team of accountants and accounts assistants who own reconciliations and other ledger inputs and controls as well as driving improvements in the downstream processes feeding the ledgers, reconciliations and the overall integrity of the Trial Balance. Key responsibilities will include:

• Exercising robust oversight over the Group's financial operations and controls, thereby supporting the integrity of accounting records.
• Working with non-Finance teams to understand the processes and MI supporting the accounting records.
• Supporting the Finance Operations Manager, who oversees the balance sheet, liaising with the external auditors and managing the relevant control and governance frameworks.
• Reviewing and signing off reconciliations, providing feedback and overseeing exception management.

We are looking for someone with a proven track record demonstrating experience in the following areas:

• Advocating for change, challenging the status quo and seeking improvements and efficiencies.
• Experience in dealing with the external auditors, managing the relevant control and governance frameworks.
• Accounting background.
• Has experience of dealing with ambiguity, navigating complex organisational structures, and managing multiple different types of stakeholders.
• Ability to build strong relationships.
• Fast paced, who can use their initiative on solving problems / issues.

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.
• 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.