Finance Assistant

Quilter

37d

About The Position

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 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 planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. 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, including our colleagues. 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! We’re seeking a detail-oriented individual to support the Finance Operations Accountant in ensuring the accuracy of the trial balance. This role plays a vital part in maintaining the integrity of the ledger by managing automated data feeds and preparing essential manual journal entries.

Requirements

Ability to engage and consult senior colleagues.
Good communication skills – written and verbal.
Strong attention to detail.
Ability to produce high quality, timely deliverables.
Credibility, professionalism, and strong personal integrity.
Able to work in a complex and changing environment.
Embraces change and initiates new and better ways of working to deliver positive customer outcomes.
Proactive approach to the resolution of problems and obstacles, escalating issues as required.
Embraces a collaborative working environment to achieve shared objectives.

Responsibilities

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.
Assist in implementing any required changes to financial reporting, systems, or procedures smoothly and efficiently.
Maintaining adherence to the Quilter control framework.
Support the provision of information for external auditors.
Build and maintain strong partnerships with the other members of the wider finance team to share best practice and standards.

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.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
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.

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