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 - Southampton
Contract - 18 Month FTC
This role plays a key part in supporting the delivery and implementation of a new adviser system across the organisation. Operating beyond traditional accounting responsibilities, it provides broad exposure across multiple stages of the project lifecycle. The role contributes to key Finance Operations delivery activities, including user acceptance testing, the development of controls and governance frameworks, data migration, and ensuring the successful delivery of business readiness.
Key responsibilities include:
Development and implementation of new controls and reconciliations
Daily reconciliation of system integrations from source system to the General Ledger (AE to Workday)
Development of a comprehensive daily and monthly timetable to ensure clear visibility and timely delivery of key outputs
Completion of daily and month-end balance sheet reconciliations and associated controls
Review and resolution of receipts by reconciling bank statements to transactions within adviser systems
Validation of migrated data and accounting outputs, ensuring alignment and documentation of any known issues
Supporting Business Readiness activities, including training for Business-as-Usual (BAU) teams
Providing audit support across both legacy and new systems
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, with the ability to engage, influence and build effective working relationships across Finance, IT and Operations
Strong data analysis and reconciliation skills, with the ability to validate outputs and ensure accuracy and completeness
Well developed analytical thinking, with the ability to identify root causes and implement 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 (BAU) teams and ensure operational readiness
Clear and concise communication skills, both written and verbal, with the ability to translate technical changes into business impacts
#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.
Skills Required
- Part-qualified accountant or demonstrable experience supporting finance change or transformation projects
- Strong understanding of financial controls, risk management and governance frameworks
- Proven stakeholder management skills with ability to engage, influence and build relationships across Finance, IT and Operations
- Strong data analysis and reconciliation skills to validate outputs and ensure accuracy and completeness
- Well developed analytical thinking to identify root causes and implement 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 BAU teams and ensure operational readiness
- Clear and concise written and verbal communication skills, able to translate technical changes into business impacts
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
