Quilter oversees £134.8 billion in customer investments (as of September 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 - Southampton
Contract - Permanent
This role provides dedicated Finance Operations representation across systems change, platform integrations, new business onboarding and M&A activity. It plays a critical role in protecting accounting integrity, preventing ledger anomalies, and ensuring that new or changed processes are implemented cleanly and sustainably into business‑as‑usual (BAU).
Sitting within Finance Operations, the role works closely with the Business Unit (BU) Accounting team, who frequently encounter issues driven by system behaviour, integration failures and changes to accounting flows. Acting as a specialist investigator and subject matter expert, this role supports deep‑dive analysis of accounting issues and champions Finance Operations requirements in upstream design, change and integration discussions.
This is a strategic yet hands‑on position, combining technical accounting insight with strong cross‑functional collaboration to ensure operational accounting processes remain robust through change.
Key Responsibilities
Investigative Accounting
Lead investigation of accounting anomalies raised by the BU Accounting team.
Analyse unexplained ledger activity, including integration failures, data issues and missing or incorrect journals.
Partner with Technology, Systems & Data and Change teams to deliver sustainable fixes and reduce recurrence.
Finance Operations SME – M&A, Integrations & Onboarding
Represent Finance Operations in M&A, integration and new business initiatives.
Review and challenge accounting designs, ledger flows, controls and reconciliations.
Ensure Finance Operations requirements are met before approval and go‑live.
Embedding Change into BAU
Translate system changes into clear operational processes for Finance Operations.
Support testing (SIT/UAT), documentation and handover into BAU with clear ownership and controls.
You will have strong operational accounting knowledge and a passion for understanding how systems, data and processes interact. You will bring:
Experience in financial operations, accounting flows or reconciliation processes.
The ability to troubleshoot complex issues, analyse large data sets and understand ledger behaviour.
Experience working with technology or change teams on systems integrations or transformations.
Strong stakeholder influencing skills and the confidence to challenge upstream proposals.
Understanding of M&A onboarding or systems migrations (desirable, but not essential).
Excellent written and verbal communication skills, able to simplify complex concepts.
A continuous improvement mindset with a commitment to operational excellence.
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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.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x 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.
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
