Finance Operations Accountant

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) and offers advisory services across Affluent and High Net Worth segments.

Level: 3 | Department:
Finance |

Location:

Southampton |

Contract:

Permanent

This role focuses on managing and continually improving robust financial processes within a regulated FTSE organisation. You will ensure the integrity of the ledger, accuracy of the trial balance, and support the wider compliance agenda.

Reporting to the Business Unit Reconciliation Finance Manager, you will oversee automated financial feeds, prepare and post manual journals, and provide meaningful insight and commentary on key spend areas while building strong relationships across the finance function.

• Oversee and deliver monthly and quarterly financial processes for Business Units, ensuring trial balance accuracy and meeting deadlines.
• Review and reconcile balance sheet accounts, identifying, investigating, and resolving exceptions promptly.
• Prepare and distribute monthly Lead Schedules with clear commentary on the balance sheet position.
• Drive continuous improvement in financial processes and outputs, identifying opportunities for greater efficiency.
• Manage governance tools, ensuring evidence, controls, and signoffs are maintained.
• Provide leadership to team members through check‑ins, meetings, and progress monitoring.
• Assist in preparing information for external audits, ensuring accuracy and completeness.
• Build and maintain strong relationships with the wider finance team, promoting best practices and consistent standards.
• Document and update all accounting and financial processes, reflecting policy or regulatory changes.

• Strong technical accounting knowledge: ledger management, balance‑sheet reconciliations, trial balance integrity.
• Proven ability to improve financial processes, embedding efficiencies in a controlled environment.
• High attention to detail, capable of identifying, investigating, and resolving discrepancies promptly.
• Strong analytical skills and ability to provide clear insight and commentary on financial performance.
• Effective stakeholder management and ability to build relationships across Finance.
• Good understanding of governance, risk, and control frameworks in a regulated environment.
• Excellent communication skills, written and verbal, to present financial information clearly.
• Capacity to prioritise and manage multiple deadlines, especially during monthly and quarterly cycles.
• Proactive mindset focused on continuous improvement of processes, controls, and outputs.
• Collaborative team player with experience supporting and developing colleagues.
• Progression toward or holding a professional accounting qualification is desirable.

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 skills, qualifications, experience, and potential.

• Do the right thing – act with integrity and commit to service excellence.
• Always curious – seek new ideas, knowledge, and experimentation.
• Embrace challenge – transform potential into meaningful outcomes.
• Stronger together – collaborate, empower, and take ownership.

• Holiday: 182 hours (26 days).
• Quilter Incentive Scheme – eligible to participate.
• Pension Scheme – non‑contributory with boost from personal contributions.
• Private Medical Insurance – single cover with optional additional cover.
• Life Assurance – 4× salary.
• Income Protection – 75% of salary after 26 weeks of absence (less state benefits).
• Healthcare Cash Plan – Jersey employees only.
• Flex benefits available to UK employees, payable via salary deduction.