Fixed Term Contract Duration - 2 Months
Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £141.2 billion in customer investments (as of 31 December 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 advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app.
High Net Worth includes the discretionary fund management and financial planning business, Quilter Cheviot.
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.
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!
Level - 3
Department- Finance
Location - Southampton/ London
Contract – 12 Month FTC/ Secondment
The Financial Analyst will support the Network Business Partners to provide financial support and insight to the QFP business and management team.
Key Responsibilities
Produce the monthly network performance trackers, weekly RFP dashboard and other key MI reports that support the QFP Business and Distribution team. Use the available management information and data sources to be able to develop reports and complete ad hoc analysis.
Produce the calculations for the QFP Distribution incentive scheme.
Process the out of system AR rebates.
Support the Affluent Finance Director in the running and administration of the monthly Commercial Oversite forum meetings.
Manage the QFP incentive loans tracking and reporting.
Support the Business Partner with ad hoc analysis.
Methodical and thorough with an ability to produce accurate outputs.
Comfortable using Excel, PowerBI and other tools to analyse data and produce reports.
Ability to build and maintain relationships with stakeholders across the organisation.
Capable of working in detail but able to summarise complex information.
Credibility, professionalism, and strong personal integrity.
Embraces change and initiates new and better ways of working to drive continuous improvement.
Embraces a collaborative working environment to achieve shared objectives.
Knowledge/awareness of QFP commission systems and the QFP business 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.
