Quilter plc

Financial Services

FinanceOperationAnalyst

£45–65k ~AI est. Southampton, United Kingdom FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Finance Operation Analyst at Quilter plc. Skills: Financial operations, Reconciliation, Process improvement. Produce monthly numbers. Manage automated system feeds”

Industry & Context.

Financial Services
Problems you'll solve

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

Free ATS check

Applying for this Finance Operation Analyst role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Quilter plc?

Real rants from real employees. Read before you apply.

Read Company Rants →