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 £116.2 billion in customer investments (as at 30 September 2024). 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.

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: Level 5

Department: Finance

Location: Southampton

Contract type: Permanent

Our Finance team is a centralised function, supporting our High Net Worth and Affluent client focused teams across Quilter plc. This role is sits within expense and business partnering team, supporting the Head Office and central functions, along with supporting Quilter Business Services and the Head Office legal entities

As the Finance Business Partner, you will work closely the Head of Expenses & Business Partnering and key business stakeholders, providing high quality analysis, insight, and decision support. This role provides an excellent overview of how Quilter works and offers progression paths, both inside finance and within the business.

Key activities responsibilities include: *Reporting and provision of information and analysis delivered to senior stakeholders to challenge and drive decision-making.
*Providing analysis in support of the commercial proposition of the business, and leading on financial business cases
*Delivery of the annual business plan and ongoing forecasting of financial results
*Play a key role in the annual business planning and forecasting cycles, working closely with functional stakeholders to ensure submissions are robust, timely and in line with Group expectations.
*Performing analytical review on results with qualitative commentary.
*Understanding variances between actual, forecast, and budget performance.
*Identify value opportunities needing intervention or project support from the Business Partner team.
*Undertake major performance interventions if required and review impact.
*Respond to and proactively seek opportunities for efficiency to drive better decision making around resource allocation and budget setting.
*Continuously developing corrective actions to close gaps to targets and work towards optimisation, providing insight and explanation to stakeholders.
About You

The successful candidate: *Prior Business Partnering experience, ideally within financial services and one of the key Affluent business functions
*Strong interpersonal and relationship management capability, with the ability to build and maintain strong relationships with a large and complex set of stakeholders.
*Excellent knowledge of Microsoft Office, you will need to use Excel at an intermediate level as a minimum and have strong presentation skills.
*Experience in the identification of risks and opportunities in the P&L as well as experience in driving P&L performance improvements.
*Comfortable working at pace with agility and have an analytical mindset, using data and metrics to drive action.
*Delivery focused, have strong commercial acumen and exhibit credibility, professionalism, and integrity as well as a great negotiator, influencer, and leader.
*Collaborative and embraces change and initiates new and better ways of working to deliver positive customer outcomes.
#Quilter #L1-KH1

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.

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 ben