Reporting Development and Support Reporting Development and Support …

in Southampton, England, United Kingdom
Contract, Full time
Be the first to apply
in Southampton, England, United Kingdom
Contract, Full time
Be the first to apply
To provide support and advice in the Group Expense team and be a central point for the tracking of cost reporting and forecasting across 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:

  • To support in the consolidation of cost reporting across the Group for presentation across the senior leadership teams and forums
  • To objectively challenge the inputs and to be the voice of cost consciousness within that challenge.
  • Prepare insightful analysis based on actual and forecast data
  • Tracking the progress of the delivery of agreed cost savings across the Group.
  • Support the continued development of an end to end tactical and strategic forecasting model
  • Assist in enhancing the capabilities within the team on what good forecasting looks like

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 expense reporting role
  • 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


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.

Quilter logo
More Jobs Like This
See more jobs