The purpose of this role is to provide financial analysis and support to business units and strategic projects within the Group.
About us
The Quilter Group is a leading provider of advice, investments and wealth management, with a portfolio of £118.7 billion of investments on behalf of over 900,000 customers worldwide (as at October 2019). Our focus is on creating prosperity for the generations of today and tomorrow by providing financial solutions for investors around the globe, and we operate primarily in two main segments – Advice & Wealth Management and Wealth Platforms. You won’t just find diverse, talented and friendly teams here. You’ll also discover an inclusive culture and every opportunity for personal and professional development.
About the role
Key Responsibilities and Scope of role:
- Work collaboratively with business units and project teams to provide financial analysis to help them identify cost saving opportunities.
- Provide financial input in the preparation of business cases detailing the cost and benefit case and the impact on the Group’s profitability and KPIs.
- Support the Group’s Expense Business Partners in creating and presenting cost analysis for their functions.
- Provide senior management with independent analysis and insight to enable the challenge of costs through the yearly business performance cycles.
- Support the Group Expense Controller and Head of Finance Change with ad-hoc financial reporting, analysis and planning
- Building partnerships and maintaining strong relationships with Business Unit CFOs, their teams, and the wider Finance function.
About you
Key Behavioural Skills:
- Ability to build and maintain strong relationships with senior leaders and a range of stakeholders across the organisation
- Credibility, professionalism and strong personal integrity
- Strong interpersonal, negotiation and influencing skills
- 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
- Acts as a role model for the Quilter values - Pioneering, Dependable, Stronger Together
Qualifications required:
- University level educated
- ACA, ACCA or CIMA qualified
Knowledge, Skills & Experience:
- Ability to understand the strategic view but also maintain the attention to detail
- Demonstrable experience in FP&A, business partnering or financial analyst role
- Experience of working within a Financial Change environment would be desirable but not essential.
- Experience of senior stakeholder engagement
- Excellent Excel skills, competent in all the other core MS Office application
- Comfortable in a fast moving environment, that requires someone who is both adaptable and a self-starter
- Ability to work under pressure against pressing deadlines
Benefits
No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
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 that you can choose from and pay for conveniently via a salary deduction.
Our promise
At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.
