Finance Change Analyst (12 Month FTC)

Quilter plc; Southampton; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Holiday: 182 hours (26 days)

Quilter Incentive Scheme

Pension Scheme

Healthcare Cash Plan: Jersey employees

Benefit Allowance

Job summary

Quilter plc, a leading wealth management company, is hiring for a Level-3 Finance role in Southampton on a 12-month FTC basis. The role supports delivery of a new adviser system, extending beyond core accounting to projects across data migration, controls, governance, and business readiness.

You will work across Finance, IT and Operations, performing system reconciliations, testing, data validation and training to ensure a smooth transition. Prior Workday familiarity is desirable.

Qualifications

• Part-qualified accountant or demonstrable experience supporting finance change or transformation projects.
• Strong understanding of financial controls, risk management and governance frameworks; able to embed into new processes.
• Proven stakeholder management skills across Finance, IT and Operations.
• Strong data analysis and reconciliation skills; ability to validate outputs for accuracy.
• High level of accuracy and attention to detail in reviewing financial data and system outputs.
• Experience supporting finance system implementations (e.g. Workday), including integrations and data migration.

Responsibilities

• Development and implementation of new controls and reconciliations.
• Daily reconciliation of system integrations from source system to the General Ledger (AE to Workday).
• Development of a comprehensive daily and monthly timetable to ensure clear visibility and timely delivery of outputs.
• Completion of daily and month-end balance sheet reconciliations and related controls.
• Review and resolution of receipts by reconciling bank statements to adviser system transactions.
• Validation of migrated data and accounting outputs, documenting issues.
• Support Business Readiness activities, including training for BAU teams.
• Provide audit support across legacy and new systems.

Skills

Financial controls

Risk management

Governance frameworks

Stakeholder management

Data analysis

Reconciliation

Analytical thinking

Training delivery

Communication

Education

Part-qualified accountant

Tools

Workday

Job description

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £157.4 billion in customer investments (as of August 2026). 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 Contract - 12 Month FTC This role plays a key part in supporting the delivery and implementation of a new adviser system across the organisation. Operating beyond traditional accounting responsibilities, it provides broad exposure across multiple stages of the project lifecycle. The role contributes to key Finance Operations delivery activities, including user acceptance testing, the development of controls and governance frameworks, data migration, and ensuring the successful delivery of business readiness.

Key Responsibilities

• Development and implementation of new controls and reconciliations
• Daily reconciliation of system integrations from source system to the General Ledger (AE to Workday)
• Development of a comprehensive daily and monthly timetable to ensure clear visibility and timely delivery of key outputs
• Completion of daily and month-end balance sheet reconciliations and associated controls
• Review and resolution of receipts by reconciling bank statements to transactions within adviser systems
• Validation of migrated data and accounting outputs, ensuring alignment and documentation of any known issues
• Supporting Business Readiness activities, including training for Business-as-Usual (BAU) teams
• Providing audit support across both legacy and new systems

About You

• Part-qualified accountant or demonstrable experience supporting finance change or transformation projects
• Strong understanding of financial controls, risk management and governance frameworks, with the ability to embed these into new processes
• Proven stakeholder management skills, with the ability to engage, influence and build effective working relationships across Finance, IT and Operations
• Strong data analysis and reconciliation skills, with the ability to validate outputs and ensure accuracy and completeness
• Well developed analytical thinking, with the ability to identify root causes and implement practical solutions
• Experience supporting finance system implementations (e.g. Workday), including integrations, testing and data migration
• High level of accuracy and attention to detail when reviewing financial data, reconciliations and system outputs
• Ability to develop and deliver training materials to support Business-as-Usual (BAU) teams and ensure operational readiness
• Clear and concise communication skills, both written and verbal, with the ability to translate technical changes into business impacts

Inclusion & Diversity

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 their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.

Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.

Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.

Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other and constructively challenge and embrace new ideas.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
• Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
• Healthcare Cash Plan: Jersey employees only.
• Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us. We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.