Finance Change Analyst (12 Month FTC)

Quilter; Southampton; On-site; GBP 34,000 - 48,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Healthcare cash plan

Incentive scheme

Benefit allowance

Job summary

Quilter is recruiting for a Finance Change/Transformation role based in Southampton on a 12-month FTC. You will support the delivery of a new adviser system across the organisation, working beyond traditional accounting to engage in multiple project lifecycle stages.

You will contribute to finance operations, including testing, control development, data migration and business readiness, with strong emphasis on governance and accuracy.

Qualifications

• Part-qualified accountant or demonstrable experience supporting finance change or transformation projects.
• Strong understanding of financial controls, risk management and governance frameworks.
• Proven stakeholder management skills across Finance, IT and Operations.
• Experience supporting finance system implementations (e.g. Workday) including 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 timetable to ensure clear visibility and timely delivery of outputs.
• Daily and month-end balance sheet reconciliations and controls.
• Review and resolution of receipts by reconciling bank statements to adviser system transactions.
• Validation of migrated data and accounting outputs; document known issues.
• Support Business Readiness activities, including BAU training.
• Provide audit support across legacy and new systems.

Skills

Data analysis

Reconciliations

Stakeholder management

Attention to detail

Training delivery

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. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

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.