About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £141.9 billion in customer investments (as of March 2026). 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

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, including our colleagues.

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: 4

Key responsibilities

• Production of the monthly accounts for the review of the Business Partner.

• Engagement with stakeholder(s) to manage the cost base and be involved in the planning and forecasting cycles.

• Development and improvement of business/financial processes.

• Collaborating with the wider finance team, to ensure financial reporting, systems, and processes are completed as per timetable and reflect the expense position correctly with commentary to aid understanding where appropriate.

• Build and maintain strong partnerships to share best practice and standards, and you will engage with the provision of information for external auditors.

• Work closely with the Business Partner to provide high quality analysis, insight and decision support.

About You

The successful candidate will have:

• Strong knowledge of Finance processes, governance, and supporting technologies.

• Experience in an analytical Finance role within Financial Services; Big 4 audit experience is desirable.

• Ability to manage multiple stakeholders and deliver to tight deadlines.

• Experience operating in a fast-paced, results-driven environment.

• High attention to detail and commitment to delivering quality outcomes.

• Self-starter with the ability to work independently and adapt to changing priorities.

• Strong professionalism, credibility, and integrity.

• Analytical mindset with excellent problem-solving and critical-thinking skills.

• Strong communication and stakeholder management capabilities.

• Confident using systems, data, and technology to generate insights and inform decision-making.

• Skilled in data visualisation and presenting complex financial information to non-financial audiences.

#Quilter #LI-KH1

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 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.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.