Expense Analyst

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**** About the Business
**** 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** - 4
** 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 an Expense Analyst, you will play a key role in supporting the Group Expenses team. This role focuses on delivering accurate analysis, partnering with colleagues, and contributing to process improvements. You will gain exposure to multiple business units and senior finance stakeholders, developing your skills and preparing for future progression.

Key responsibilities:

* Produce monthly accounts and provide commentary for review by the Business Partner.
* Engage with stakeholders to manage the cost base and support planning and forecasting cycles.
* Deliver high-quality analytical insight to inform decision-making and identify trends.
* Collaborate with Change Management teams to assess impacts and risks of new initiatives.
* Support development and improvement of financial processes, systems, and reporting.
* Ensure timely and accurate financial reporting, with clear explanations for variances.
* Build strong relationships across Finance and the wider business to share best practice.
* Assist with preparation of information for external audits and compliance requirements.#
**** About You
***
* You will have:

* Strong working knowledge of Finance processes and governance.
* Experience in analytical roles within Financial Services or similar environments.
* Ability to work to tight deadlines with strong attention to detail.
* Excellent communication skills, able to present financial information clearly.
* Collaborative mindset and ability to build relationships across teams.
* Proficiency in data visualisation and management reporting tools (e.g., Excel, Power

BI).
* Critical thinking and problem-solving skills with an initiative-taking approach.

Desirable:
* Experience working in a matrix organisation.
* Exposure to planning and forecasting cycles.
* Understanding of change management principles.#LI-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…