Group FP&A Analyst

Summary
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 of 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 4

Department: Finance

Location: Southampton or London

Contract: 6 month fixed term contract

The Financial Planning & Analysis (FP&A) team plays a crucial role in ensuring the smooth delivery of financial management information and analysis for external reporting. They prepare the annual three-year business plan and other forecasts, providing regular monthly reports to the Quilter Board and Executive.

This six-month fixed-term contract offers a unique opportunity to support the FP&A team through the year-end results announcement and planning cycle. You'll work closely with a variety of stakeholders, including the CFO, Investor Relations, and the Affluent and High Net Worth finance teams. Reporting directly to the Group Head of FP&A, you'll be at the heart of our financial operations, making a real impact on our strategic planning and reporting processes.

Key Responsibilities

Business Planning

• Help with the preparation of the Group Business Plan, highlighting key trends and significant risks and supporting the drafting of the Group Board papers.
• Aid the preparation of top-down reforecasting activity.
• Explore opportunities to streamline the processes and systems involved in the preparation of the Group Plan.

Internal reporting

• Preparation of Monthly Management Information, sales reporting and Quarterly Business Performance Review packs for the Group's Board and Executive Committee.
• Provide relevant commentary and analysis for inclusion in the reporting packs and supporting ad hoc analysis as required.

External reporting

• Support the preparation of the Group's Quarterly trading updates, Interim and Year End announcements, including the Supplementary Information disclosures relating to net flows, assets under management and administration (AuMA") and other related performance data.
• Preparing and researching answers to questions from external parties including market analysts, the Group's statutory auditors and credit rating agencies.

Additional requirements

• Undertaking and assisting with ad hoc project work and deliverables, including market analysis and peer group comparisons.
• Close collaboration with the Business Unit finance teams, Capital, Tax, Strategy, Investor Relations and Financial Accounting, Group Expenses & Finance Change teams.
• Preparation of Group financial information, as required, to senior management to enable them to appropriately manage the business.

About You

The successful candidate:

• Motivated and keen to make a difference
• Ability to produce high quality, timely deliverables.
• Strong attention to detail and organisation.
• Able to work in a complex and changing environment.
• A proactive approach to the resolution of problems, escalating issues as required.
• Strong communication skills.
• Can build and maintain strong relationships with stakeholders of all levels of seniority.
• Can work collaboratively with others and has confidence to provide challenge when necessary.
• Accounting qualification (ACA, ACCA or CIMA) or appropriate accounting experience.

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