Quilter plc
Financial Services
FinanceOperationAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Finance Operation Analyst at Quilter plc. Skills: Financial operations, Reconciliation, Process improvement. Produce monthly numbers. Manage automated system feeds”
Industry & Context.
Problem resolution
What They're Looking For.
Must Have
5+ years experience
Nice to Have
CFA charterholder preferred
What You'll Do.
Produce monthly numbers
Manage automated system feeds
Manage manual journals
Reconcile balance sheet accounts
Investigate reconciling items
Contribute to continuous improvement
Assist in implementing changes
Maintain adherence to control framework
Support provision of information
Build and maintain partnerships
Ensure accounting processes documented
How You'll Work.
Team & Collaboration
Wider finance team
Communication Scope
Written communication; Verbal communication
Full Job Description
# ****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** \- 2 **Department-** Finance **Location -** Southampton **Contract -** Permanent This role supports both the reconciliation and Journals Managers; it is a key part of the safe delivery of the trial balance through supporting the underlying automated feeds and the manual journals required to ensure the ledger is correct. * Produce the monthly numbers for the key processes and production of the trial balance through managing automated system feeds and manual journals working with Accounts Payable. * Reconcile balance sheet accounts and investigate reconciling items. * Contribute to the continuous improvement of processes and outputs. * Assi
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