At a Glance
- Tasks: Support financial analysis and management of M&A transactions in a dynamic team.
- Company: Join Quilter plc, a leading UK wealth management provider with ambitious growth plans.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Collaborative culture that values diversity and encourages new ideas.
- Why this job: Be part of a transformative business and make a real impact in the finance sector.
- Qualifications: Experience in financial services and M&A, with strong Excel and PowerPoint skills.
The predicted salary is between 50000 - 60000 £ 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.
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: 3
- Department: Mergers & Acquisitions
- Location: London (4 days in the office)
- Contract: Permanent
We have an exciting opportunity for an experienced Finance Analyst to join our growing and ambitious M&A Team in London. In this role you will assist the Group M&A Team with financial analysis, preparing proposals, information processing, reporting Management information and Packs, and help with the management of transactions through the pipeline to completion.
Responsibilities include:
- Support with the financial analysis and presentations of M&A acquisition opportunities.
- Support with the financial analysis of investment portfolio.
- Produce Monthly Reports for Governance and other committees.
- Developing and maintaining presentation materials, organizing company documents into updated filing systems, and keeping both physical and digital records.
- Supporting with logging, administration and management of new M&A acquisition opportunities including maintaining the M&A Pipeline CRM.
- Assisting with the administration for multiple simultaneous acquisition opportunities at different stages; including the preparation of letters, presentations, and other formal documentation.
- Attend internal and external meetings to document decisions and assigned actions.
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
- Engaging with both internal and external stakeholders.
About You
The successful candidate should have:
- Experience working within financial services.
- Experience working within an M&A team.
- Advanced knowledge of Excel & PowerPoint.
- Strong organisational skills with the ability to manage and prioritise workloads.
- Adaptability to cope with change.
- Strong communication skills.
- Team player with exemplary work ethic.
- Ability to learn new systems and processes.
#QuilterInclusion & 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.
M&A Finance Analyst — Drive Deals & Insights in London employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in London 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 competitive 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 our mission of being the UK's best wealth manager.
StudySmarter Expert Advice🤫
We think this is how you could land M&A Finance Analyst — Drive Deals & Insights in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Quilter. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace M&A Finance Analyst — Drive Deals & Insights in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quilter.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Quilter's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Quilter
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quilter.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Quilter will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quilter employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
