At a Glance
- Tasks: Produce monthly financial reports and improve processes in a dynamic finance team.
- Company: Quilter plc, a leading UK wealth management provider with a commitment to excellence.
- Benefits: 26 days holiday, pension scheme, private medical insurance, and performance incentives.
- Other info: Embrace diversity and grow your career in a supportive culture.
- Why this job: Join a collaborative environment where your contributions directly impact financial success.
- Qualifications: Strong communication skills, attention to detail, and ability to adapt in a changing environment.
The predicted salary is between 30000 - 40000 £ 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 offers an adviser and customer platform 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 advice network, national investment platform and multi‑asset solutions as well as Quilter Invest, the digital savings and investment app. High Net Worth includes the discretionary fund management and financial planning business, Quilter Cheviot.
About The Role
- Produce the monthly numbers for key processes and the trial balance through managing automated system feeds and manual journals with Accounts Payable.
- Reconcile balance sheet accounts and investigate reconciling items.
- Contribute to continuous improvement of processes and outputs.
- Assist in implementing required changes to financial reporting, systems or procedures smoothly and efficiently.
- Maintain adherence to the Quilter control framework.
- Support the provision of information for external auditors.
- Build and maintain strong partnerships with the wider finance team to share best practice and standards.
- Ensure all accounting and financial processes are fully documented, remain up to date and reflect any changes in policy or regulation.
About You
- 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 problem resolution and escalation, 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 communities we support.
- 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: We combine diverse talents, accomplish more collectively than we could alone, speak openly, listen actively, 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 the 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 partner or children.
- Life Assurance: 4× 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.
Finance Operation Analyst in Southampton employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in Southampton where finance professionals can thrive. With a strong commitment to employee growth, a diverse and inclusive culture, and comprehensive benefits including a generous holiday allowance and a non-contributory pension scheme, Quilter empowers its team to achieve their full potential while contributing to meaningful financial solutions for clients.
