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 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!
Level - 3
Department- Finance
Location - Southampton
Contract - Permanent
This role is focused on managing and continually improving robust financial processes within a regulated FTSE organisation. Ensuring the integrity of the ledger and accuracy of the trial balance is central, alongside supporting the wider compliance agenda.
Working closely with Financial Controllers, you will provide meaningful insight and commentary on key spend areas while building strong, collaborative relationships across the finance function.
Reporting to the Business Unit Reconciliation Finance Manager, this role is key to the controlled and accurate delivery of the trial balance. You will oversee automated financial feeds and the preparation and posting of manual journals, ensuring the completeness, accuracy, and integrity 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, including ledger management, balance sheet reconciliations, and trial balance integrity
Proven ability to manage and improve financial processes, embedding efficiencies and best practice within a controlled environment
High 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 areas
Effective stakeholder management, building strong working relationships across Finance, including Financial Controllers and wider teams
Good understanding of governance, risk, and control frameworks within a regulated environment
Strong 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 during monthly and quarterly reporting cycles
Proactive mindset with a focus on continuous improvement of processes, controls, and outputs
Collaborative team player, with experience supporting and developing colleagues through regular engagement and feedback
Progressing towards, or holding, a professional 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.
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.
