FP&A Analyst; FTC

Position: FP&A Analyst (6 Month FTC)
## FP&A Analyst (6 Month FTC)
Apply locations:
London:
Southampton time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
July 11, 2026 (23 days left to apply) job requisition :
R5531

Fixed Term Contract Duration - 6 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
- ** London/ Southampton
** Contract
- ** 6 Month FTCThis is a key role within Quilter, engaging with multiple stakeholders across the Group, including senior stakeholders within Finance and the Business.

The Financial Planning & Analysis teams ensure the successful delivery of regular financial management information and analysis for external reporting, preparation of the annual 3 year business plan, strategic target setting and the provision of regular monthly reporting and management information to the Quilter Board, Quilter Executive and Affluent Management Committees.

The individual will be proactive at seeking opportunities for continuous improvement to enhance quality, efficiency and timely, insightful analysis that helps drive forward our business.
*** Key Responsibilities
***** Internal reporting
*** Preparation of Monthly Management Information and Quarterly Business Performance Review packs to management and the appropriate Management Committees, Excos and Boards. This is to include, where appropriate, monthly sales and flows reporting, profit and KPIs, together with thoughtful and considered commentary and analysis to discuss with the Affluent FP&A Manager.
* Understand, analyse and challenge financial and operational results to prepare insight into the business performance and advise improvements where necessary.
* Maintenance of the financial models for the reporting and forecasting of financial performance.
** Business Planning and Forecasting
*** Prepare the Business Plan financials and forecast packs for the Affluent business units based on the inputs provided by the Business Partnering team.
* Ensuring all plan and forecast numbers are correctly uploaded and reflected in the financial systems to ensure that performance against plan can be easily tracked.
* Explore opportunities to streamline the processes and systems involved in the preparation of the plan.
** External reporting
*** Providing data and analysis for inclusion in the Group’s Quarterly trading updates, Interim and Year End announcements, including the Supplementary Information disclosures relating to net flows, assets under management and administration (“AuMA”) and other related performance data;
* Providing responses to questions from external parties on the Affluent segment (eg from market analysts, the Group’s statutory auditors and credit rating agencies) to the FP&A Manager for review.
** Additional requirements
*** Close collaboration with team members around finance including Finance Business Partners, Capital, Tax, Financial…