Quilter oversees £126.3 billion in customer investments (as of August 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 – 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 - 3
Department- Finance
Location - London
Contract - 12 Month FTC
This is a key role within Quilter, engaging with multiple stakeholders across the Group, including senior stakeholders within Finance and the Business.
The Financial Planning & Analysis teams ensure the successful delivery of regular financial management information and analysis for external reporting, preparation of the annual 3 year business plan, strategic target setting and the provision of regular monthly reporting and management information to the Quilter Board, Quilter Executive and Affluent Management Committees.
The individual will be proactive at seeking opportunities for continuous improvement to enhance quality, efficiency and timely, insightful analysis that helps drive forward our business.
Key Responsibilities
Internal reporting
Preparation of Monthly Management Information and Quarterly Business Performance Review packs to management and the appropriate Management Committees, Excos and Boards. This is to include, where appropriate, monthly sales and flows reporting, profit and KPIs, together with thoughtful and considered commentary and analysis to discuss with the Affluent FP&A Manager.
Understand, analyse and challenge financial and operational results to prepare insight into the business performance and advise improvements where necessary.
Maintenance of the financial models for the reporting and forecasting of financial performance.
Business Planning and Forecasting
Prepare the Business Plan financials and forecast packs for the Affluent business units based on the inputs provided by the Business Partnering team.
Ensuring all plan and forecast numbers are correctly uploaded and reflected in the financial systems to ensure that performance against plan can be easily tracked.
Explore opportunities to streamline the processes and systems involved in the preparation of the plan.
External reporting
Providing data and analysis for inclusion in the Group’s Quarterly trading updates, Interim and Year End announcements, including the Supplementary Information disclosures relating to net flows, assets under management and administration (“AuMA”) and other related performance data;
Providing responses to questions from external parties on the Affluent segment (eg from market analysts, the Group’s statutory auditors and credit rating agencies) to the FP&A Manager for review.
Additional requirements
Close collaboration with team members around finance including Finance Business Partners, Capital, Tax, Financial Accounting, Group Expenses & Finance Change teams.
Undertake and assist with ad hoc project work and deliverables as required.
- A good understanding of financial planning and analysis principles, with experience in delivering insightful management information.
- Strong analytical skills, with the ability to interpret financial data and communicate it in a clear, concise, and effective manner to both finance and non-finance stakeholders.
- Proficient in financial modelling and forecasting, with a keen eye for detail and a proactive approach to identifying trends, risks, and opportunities.
- Comfortable working with large datasets and financial systems, with a continuous improvement mindset to enhance reporting processes and tools.
- A collaborative team player who builds strong relationships across functions and levels, and thrives in a fast-paced, evolving environment.
- Self-motivated, organised, and able to manage multiple priorities effectively while maintaining high standards of accuracy and timeliness.
- Ideally part-qualified or qualified accountant (e.g. CIMA, ACCA, ACA) or equivalent experience in a financial analysis role.
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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.
Top Skills
What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.
The businesses within our group aim to provide high quality products and services for the whole of your investment journey
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