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 manager with a commitment to innovation.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a pension scheme.
- Other info: Collaborative culture that values diversity and encourages personal growth.
- 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.
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 £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:
- 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 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 comprehensive benefits package, including a generous holiday allowance, pension scheme, and private medical insurance, 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
✨Tip Number 1
Network like a pro! Reach out to people in the M&A space, especially those at Quilter. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by brushing up on your financial analysis skills and understanding of M&A processes. Show us you know your stuff and can hit the ground running!
✨Tip Number 3
Don’t just apply; engage with our content online! Comment on our posts or share insights related to M&A. It shows initiative and helps us see your passion.
✨Tip Number 4
Follow up after interviews with a thank-you note. It’s a simple gesture that keeps you top of mind and shows us you’re genuinely interested in joining the team.
We think you need these skills to ace M&A Finance Analyst — Drive Deals & Insights
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the M&A Finance Analyst role. Highlight relevant experience in financial analysis and M&A, and don’t forget to showcase your advanced Excel and PowerPoint skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about joining Quilter and how your skills align with our mission to be the UK’s best wealth manager.
Showcase Your Team Spirit:We love team players! In your application, mention experiences where you’ve collaborated effectively with others, especially in high-pressure situations or during complex projects.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our M&A Team.
How to prepare for a job interview at Quilter
✨Know Your Numbers
As an M&A Finance Analyst, you'll be dealing with financial analysis and investment portfolios. Brush up on your financial metrics and be ready to discuss how you would evaluate potential acquisition opportunities. Familiarise yourself with Quilter's recent financial performance and be prepared to share insights.
✨Master Excel & PowerPoint
Given the advanced knowledge required in Excel and PowerPoint, practice creating financial models and presentations. Bring examples of your previous work that showcase your skills in these tools. This will not only demonstrate your technical abilities but also your readiness to contribute from day one.
✨Showcase Your Organisational Skills
The role involves managing multiple acquisition opportunities simultaneously. Prepare to discuss your strategies for prioritising tasks and staying organised. You might even want to share a specific example of how you've successfully managed competing deadlines in the past.
✨Engage with Their Values
Quilter values integrity, curiosity, and teamwork. During the interview, align your answers with these values. Share experiences that highlight your commitment to doing the right thing, your eagerness to learn, and how you've collaborated effectively with others to achieve common goals.
