Quilter plc
Financial Services
FinanceAnalyst(12MonthFTC)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Finance Analyst (12 Month FTC) at Quilter plc. Skills: Financial reporting, Data analysis, MI production. Produce monthly network performance trackers. Produce weekly RFP dashboard”
Industry & Context.
Data analysis
What They're Looking For.
Must Have
12 Month FTC/ Secondment
Nice to Have
Knowledge of QFP commission systems, Awareness of QFP business
What You'll Do.
Produce monthly network performance trackers
Produce weekly RFP dashboard
Produce other key MI reports
Develop reports using data sources
Complete ad hoc analysis
Produce incentive scheme calculations
Process out of system AR rebates
Support Commercial Oversite forum meetings
Manage incentive loans tracking
Manage incentive loans reporting
Support Business Partner with ad hoc analysis
How You'll Work.
Team & Collaboration
Support Network Business Partners; Support Affluent Finance Director; Work with stakeholders
Communication Scope
Summarise complex information
Full Job Description
Fixed Term Contract Duration - 2 Months # ****About the Business**** 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! # ****About the Role**** **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 sch
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