About the Business
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 £141.2 billion in customer investments (as of 31 December 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 advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app.
High Net Worth includes the discretionary fund management and financial planning business, Quilter Cheviot.
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 - 3
Department- Finance - Actuarial
Location - Southampton
Contract – Permanent
In this role, you will support the delivery of Quilter’s financial and regulatory reporting at entity level. You will also be part of the team responsible for delivering Quilter’s capital and liquidity business plans. You’ll collaborate with key stakeholders across the business and work closely with Finance colleagues, gaining exposure to all areas of the Quilter business.
Key responsibilities
1. Support the delivery of month‑end, quarter‑end and year‑end reporting cycles, ensuring accurate and timely financial and regulatory reporting for Solvency II and Investment Firms Prudential Regime (IFPR).
2. Support Solvency II calculations, such as the best estimate liability (BEL), risk margin, and Solvency Capital Requirement (SCR) calculations.
3. Support the movement analysis for the solvency metrics, including through experience investigations and the assumption setting process.
4. Support the drafting of component reports for the Internal Capital Adequacy and Risk Assessment (ICARA) process.
5. Support the production of regulatory returns to a high standard.
6. Support the annual experience investigation and Solvency II assumption setting process.
7. Support the annual scenario testing exercise.
8. Support the annual operational risk calculation.
9. Work with complex capital modelling software; maintain strong processes and controls.
10. Support the annual business planning process.
11. Drive continuous improvements to reporting systems and processes.
12. Collaborate with Tax, FP&A, Accounting, and Risk on reporting matters.
About You
Essential Skills & Experience
13. Excellent organisation and planning skills.
14. High attention to detail and accuracy.
15. Good working knowledge of Microsoft Office, in particular Excel.
16. Strong analytical skills.
17. Excellent communication skills (written and oral).
18. Ability to manage stakeholders effectively.
19. Comfortable navigating ambiguity and adapting to change in a complex environment.
20. Ability to work collaboratively and flexibly.
Desirable Skills & Experience
21. Experience in financial reporting within the UK financial services and insurance sector.
22. Experience in process improvement.
23. Experience using actuarial techniques and actuarial modelling software, e.g. RiskAgility Financial Modeller (RAFM).
24. Experience working with large, complex data sets.
25. Familiarity with Quilter’s reporting systems (e.g. CDM, Workday)
26. Knowledge of regulatory reporting under the Investment Firms Prudential Regime and/or Solvency II
You may be interested in progressing towards actuarial exams with the Institute and Faculty of Actuaries (IFoA), in which case an actuarial study support package will be considered.
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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.