Junior Expense Analyst Full Time NEW

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!

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.

Key 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.

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 benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.