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.
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: Mergers & Acquisitions
Location: London (4 days in the office)
Contract: Permanent
We have an exciting opportunity for an experienced Finance Analyst to join our growing and ambitious M&A Team in London. In this role you will assist the Group M&A Team with financial analysis, preparing proposals, information processing, reporting Management information and Packs, and help with the management of transactions through the pipeline to completion.
Responsibilities include:
Support with the financial analysis and presentations of M&A acquisition opportunities.
Support with the financial analysis of investment portfolio.
Produce Monthly Reports for Governance and other committees. Developing and maintaining presentation materials, organizing company documents into updated filing systems, and keeping both physical and digital records.
Supporting with logging, administration and management of new M&A acquisition opportunities including maintaining the M&A Pipeline CRM.
Assisting with the administration for multiple simultaneous acquisition opportunities at differently stages; including the preparation of letters, presentations, and other formal documentation.
Attend internal and external meetings to document decisions and assigned actioned.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Engaging with both internal and external stakeholders
The successful candidate
Experience working within financial services
Experience working within an M&A team
Advanced knowledge of Excel & PowerPoint
Strong organisational skills with the ability to manage and prioritise workloads
Adaptability to cope with change
Strong communication skills
Team player with exemplary work ethic
Ability to learn new systems and processes
#Quilter #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.
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.
