Finance Change Analyst (18 Month FTC) in Southampton

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 advisers. The company oversees £141.2 billion in customer investments as of 31 December 2025, offering services across Affluent and High Net Worth segments.

About the Role

• Duration: Fixed‑Term Contract – 18 Months (17 Month notice).
• Level: 3.
• Department: Finance.
• Location: Southampton.
• Contract: 18‑month FTC.

This role supports the delivery and implementation of a new adviser system across the organisation. It provides exposure across multiple stages of the project lifecycle, contributing to Finance Operations delivery activities such as user acceptance testing, control development, data migration and ensuring business readiness.

Key Responsibilities

• Develop and implement new controls and reconciliations.
• Perform daily reconciliation of system integrations from source system to the General Ledger (AE to Workday).
• Develop a comprehensive daily and monthly timetable to ensure clear visibility and timely delivery of key outputs.
• Complete daily and month‑end balance sheet reconciliations and associated controls.
• Review and resolve receipts by reconciling bank statements to transactions within adviser systems.
• Validate migrated data and accounting outputs, ensuring alignment and documentation of any known issues.
• Support Business Readiness activities, including training for Business‑as‑Usual teams.
• Provide audit support across both legacy and new systems.

About You

• Part‑qualified accountant or demonstrable experience supporting finance change or transformation projects.
• Strong understanding of financial controls, risk management and governance frameworks, with the ability to embed these into new processes.
• Proven stakeholder management skills, able to engage, influence and build effective relationships across Finance, IT and Operations.
• Strong data analysis and reconciliation skills, with the capability to validate outputs and ensure accuracy and completeness.
• Well‑developed analytical thinking, capable of identifying root causes and implementing practical solutions.
• Experience supporting finance system implementations (e.g., Workday), including integrations, testing and data migration.
• High level of accuracy and attention to detail when reviewing financial data, reconciliations and system outputs.
• Ability to develop and deliver training materials to support Business‑as‑Usual teams and ensure operational readiness.
• Clear and concise communication skills, both written and verbal, with the ability to translate technical changes into business impacts.

Inclusion & Diversity

We value diversity and promote inclusivity. We provide equal opportunities for all, ensuring no applicant receives less favourable treatment based on skill, qualification, experience or potential.

Values

• Do the right thing – act with integrity and commit to serving clients and communities.
• Always curious – constantly seek new ideas and knowledge.
• Embrace challenge – transform potential into meaningful outcomes.
• Stronger together – collaborate, listen, and empower each other.

Core Benefits

• Holiday: 182 hours (26 days).
• Quilter Incentive Scheme – all employees eligible.
• Pension Scheme – non‑contributory, boostable through personal contributions.
• Healthcare Cash Plan – available to Jersey employees.
• Benefit Allowance – cash benefit in lieu of some core benefits.
• Additional flexible benefits for UK employees, payable via salary deduction.