Job Description

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 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 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 4

Department: Technology Applications

Location Southampton or England Home Worker

Contract type Permanent

As a Workday Financials Analyst (Adaptive planning), you will play a key role in supporting the development, implementation, and continuous improvement of adaptive planning processes.

You will collaborate with cross-functional teams to provide analytical insights, facilitate scenario planning, and drive strategic decision-making.

This role is critical to ensuring that the organisation remains agile and responsive to changing circumstances.

The Workday Financials Analyst will be a key member of our Workday team with a focus supporting the Finance team as part of the Technology Applications Team.

You will assist with the ongoing maintenance and development of Adaptive Planning and Workday Financials.

This individual will require the technical knowledge needed to take on the day-to-day management of Adaptive Planning/ Workday Financials and its various partners.

Key Responsibilities:

• Planning and Analysis: Develop and implement adaptive planning frameworks to support organisational objectives and address uncertainties.
• Scenario Development: Create and evaluate multiple scenarios to anticipate potential risks, opportunities, and outcomes.
• Stakeholder Engagement: Collaborate with internal and external stakeholders to gather data, align goals, and ensure effective planning.
• Performance Monitoring: Establish metrics and KPIs to assess the effectiveness of plans and provide regular updates to leadership.
• Continuous Improvement: Identify areas for process improvement and implement innovative solutions to enhance planning capabilities.
• Technology Utilisation: Leverage advanced tools and platforms for data analysis, modelling, and reporting.
• Training and Support: Provide guidance and training to team members on adaptive planning methodologies and tools.
• Collaborating closely with our Project teams AMS partners and Workday (as appropriate and required) directly and overseeing tickets to conclusion while ensuring accurate change management / testing protocol is followed.
• Support the Finance community with Adaptive Planning configurations for Budgeting and Forecasting
• You will be hands on with Workday Adaptive planning and build a deep technical knowledge to apply it across Quilter’s Multiple business units.
• Support day to day system administration; including security, configuration and design of Workday Financials and Adaptive Insights.
• Maintain and develop business process across all Adaptive planning areas.
• Have an End to end Understanding of the Planning and forecasting process and Provide support to end-users.
• Hands on with the bi-annual compulsory releases, implement new functionality and ensuring a successful delivery is always achieved through diligent planning and testing of processes, configuration, and integrations.

About You

• Part or Full-Qualified accountant desirable- bachelor’s degree in business, Economics, Data Science, or a related field.
• Knowledge of adaptive planning frameworks and tools is essential.
• Experience in Adaptive Financials configuration, implementation, and maintenance.
• Solid understanding of financial management processes, including Financial Reporting, budgeting, and forecasting.
• Experience in Workday Financials configuration, implementation, and maintenance.
• Experience with Workday Report writer, security, and business processes.
• Solid understanding of financial management processes, including Financial Reporting, Accounts Payable and Accounts Receivables.
• Proven experience in strategic planning, scenario analysis, or a similar role.
• Strong analytical skills and proficiency in data modelling and visualisation tools (e.g., Excel, Power BI, Tableau).
• Excellent communication and interpersonal skills with the ability to influence and collaborate at all organisational levels.

Personal Attributes:

• Strategic thinker with a proactive and solution-oriented mindset.
• High level of adaptability and ability to manage competing priorities effectively.
• Strong attention to detail and commitment to quality.
• Team player with a collaborative approach to problem-solving.

#LI-PM1

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.