Finance Operations Accountant - Quilter

About the role

Level - 3 Department- Finance Location - Southampton Contract - Permanent This role is focused on managing and continually improving robust financial processes within a regulated FTSE organisation. Ensuring the integrity of the ledger and accuracy of the trial balance is central, alongside supporting the wider compliance agenda. Working closely with Financial Controllers, you will provide meaningful insight and commentary on key spend areas while building strong, collaborative relationships across the finance function. Reporting to the Business Unit Reconciliation Finance Manager, this role is key to the controlled and accurate delivery of the trial balance. You will oversee automated financial feeds and the preparation and posting of manual journals, ensuring the completeness, accuracy, and integrity of financial data. Key responsibilities include. Oversee and deliver monthly and quarterly financial processes for the Business Units, ensuring accuracy of the Trial Balance and completion within agreed deadlines. Review and reconcile balance sheet accounts for designated Business Units, ensuring all exceptions are identified, investigated, and resolved in a timely manner. Prepare and distribute monthly Lead Schedules, including clear and up-to-date commentary on the current balance sheet position. Drive continuous improvement in financial processes and outputs, identifying opportunities to enhance efficiency across the Finance Operations team and wider Finance function. Manage governance tools, ensuring appropriate evidence is maintained and all required controls and signoffs are completed. Provide leadership and support to team members through regular check-ins, individual meetings, and team discussions, ensuring effective monitoring of progress and development. Assist in the preparation and provision of information required for external audits, ensuring accuracy and completeness. Build and maintain strong working relationships with the wider finance team, promoting best practices and consistent standards. Ensure all accounting and financial processes are fully documented and kept up to date, reflecting any changes in policy, regulation, or business requirements. About You Strong technical accounting knowledge, including ledger management, balance sheet reconciliations, and trial balance integrity Proven ability to manage and improve financial processes, embedding efficiencies and best practice within a controlled environment High attention to detail, with the ability to identify, investigate, and resolve discrepancies in a timely manner Strong analytical skills, with the ability to provide clear insight and meaningful commentary on financial performance and key spend areas Effective stakeholder management, building strong working relationships across Finance, including Financial Controllers and wider teams Good understanding of governance, risk, and control frameworks within a regulated environment Strong communication skills, both written and verbal, with the ability to present financial information clearly to non-finance stakeholders Ability to prioritise and manage multiple deadlines, particularly during monthly and quarterly reporting cycles Proactive mindset with a focus on continuous improvement of processes, controls, and outputs Collaborative team player, with experience supporting and developing colleagues through regular engagement and feedback Pro

Additional Information

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). 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!

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