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 - 3
Department- Finance
Location - Southampton
Contract - FTC until 31st December 2027
This role supports the Finance Operations Team Manager and is integral to the accurate and controlled delivery of the trial balance. It underpins the integrity of the ledger by overseeing both automated financial feeds and the preparation and posting of manual journals, ensuring completeness and accuracy of financial data.
Key responsibilities include:
Oversee and deliver monthly and quarterly financial processes for the Business Units, ensuring accuracy of the Trial Balance and completion within agreed deadlines.
Review and reconcile balance sheet accounts for designated Business Units, ensuring all exceptions are identified, investigated, and resolved in a timely manner.
Prepare and distribute monthly Lead Schedules, including clear and up-to-date commentary on the current balance sheet position.
Drive continuous improvement in financial processes and outputs, identifying opportunities to enhance efficiency across the Finance Operations team and wider Finance function.
Manage governance tools, ensuring appropriate evidence is maintained and all required controls and signoffs are completed.
Provide leadership and support to team members through regular check-ins, individual meetings, and team discussions, ensuring effective monitoring of progress and development.
Assist in the preparation and provision of information required for external audits, ensuring accuracy and completeness.
Build and maintain strong working relationships with the wider finance team, promoting best practices and consistent standards.
Ensure all accounting and financial processes are fully documented and kept up to date, reflecting any changes in policy, regulation, or business requirements.
Strong technical accounting knowledge, with a solid understanding of ledger management, balance sheet reconciliations, and trial balance integrity.
Proven ability to manage and improve financial processes, identifying efficiencies and embedding best practice within a controlled environment.
High level of attention to detail, with the ability to identify, investigate, and resolve discrepancies in a timely manner.
Strong analytical skills, with the ability to provide clear insight and meaningful commentary on financial performance and key spend categories.
Excellent stakeholder management skills, with the ability to build effective working relationships across Finance, including Financial Controllers and wider teams.
Good understanding of governance, risk, and control frameworks within a regulated environment
Effective communication skills, both written and verbal, with the ability to present financial information clearly to non-finance stakeholders.
Ability to prioritise and manage multiple deadlines, particularly within monthly and quarterly reporting cycles.
Proactive and continuous improvement mindset, with a focus on enhancing processes, controls, and outputs.
Strong team collaboration skills, with experience supporting and developing colleagues through regular engagement and feedback.
Progressing towards or holding an accounting qualification is desirable.
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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.
Skills Required
- Strong technical accounting knowledge (ledger management, balance sheet reconciliations, trial balance integrity).
- Proven ability to manage and improve financial processes and embed best practice.
- Prepare and post manual journals and oversee automated financial feeds.
- Review and reconcile balance sheet accounts, investigate and resolve exceptions.
- Prepare and distribute monthly Lead Schedules with clear commentary.
- Experience assisting with preparation and provision of information for external audits.
- Good understanding of governance, risk, and control frameworks within a regulated environment.
- High attention to detail and strong analytical skills to provide financial insight.
- Excellent stakeholder management and effective written and verbal communication skills.
- Ability to prioritise and manage multiple deadlines within monthly and quarterly reporting cycles.
- Proactive continuous improvement mindset focused on enhancing processes, controls, and outputs.
- Experience supporting and developing colleagues through regular engagement and feedback.
- Progressing towards or holding an accounting qualification.
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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