Junior Expense Analyst - Quilter

About the role

Level - 3 Department- Finance Location - Southampton Contract - Permanent Our team purpose is to deliver strategic insights that drive informed decision-making and foster a culture of continuous improvement. By building strong partnerships across the Business, through disciplined financial management and stakeholder influence, we mitigate risk and create long-term value. Our commitment to development empowers us to innovate and achieve positive, value-adding outcomes for ourselves and Quilter. As a Junior Expense Analyst, you will join our Group Expenses team at the embryonic stages of your finance career. This is a fantastic opportunity to learn the fundamentals of financial analysis, reporting, and stakeholder management in a supportive environment. You'll work closely with experienced analysts and business partners, developing your skills and gaining exposure to a wide range of finance activities.

Responsibilities

• Assist with the preparation of monthly accounts and basic financial reports.
• Support the team in gathering, checking, and inputting financial data.
• Help maintain accurate records and documentation for expense processes.
• Perform routine reconciliations and flag discrepancies to senior team members.
• Provide administrative support for planning and forecasting cycles.
• Assist with the collation of information for audits and compliance checks.
• Respond to straightforward queries from colleagues and stakeholders, escalating more complex issues as needed.
• Participate in team meetings and contribute to process improvement discussions.
• Development Opportunities Hands-on learning: Gain practical, on-the-job experience by working closely with experienced analysts and business partners, supported through day-to-day guidance and shadowing.
• Mentoring and support: Benefit from regular mentoring, feedback, and coaching from senior team members to help accelerate your development.
• Structured training: Access a range of internal and external training courses, including Excel, financial systems, and core financial and analytical skills.
• Career progression: Clear opportunity to progress into an Expense Analyst role and beyond as your skills and experience grow.
• Broad exposure: Develop a strong foundation in finance through exposure to planning, forecasting, and business partnering activities.
• Personal development: Ongoing performance reviews and tailored development plans to support your growth and help you achieve your career goals.
• About You
• You will have: A keen interest in finance and a willingness to learn.
• Some experience in a finance, administration, or data entry role (desirable but not essential).
• Good attention to detail and accuracy in handling data.
• Good experience proficiency in Excel and a willingness to learn new systems.
• Good communication skills and a collaborative approach.
• Ability to manage time and prioritise tasks with guidance.
• A proactive attitude and openness to feedback and development.
• #LI-KH1
• Inclusion & Diversity
• Values
• Do the right thing: We act with integrity and are proudly

Additional Information

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 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!

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at eFinancialCareers? Share your experience