As Planning and Annual Report Manager you will manage and co-ordinate the preparation of the Group's Annual Report and assist with the planning and preparation of other FP&A reporting (information reported internally and externally). About Us The Quilter Group is a leading provider of advice, investments and wealth management, with a portfolio of £109.3 billion of investments and over 900,000 customers worldwide. 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 You'll need extensive experience of Business Planning as you'll have involvement in the Group's planning activitiy, which includes the annual full business plan process (for the medium term plan), the STS reforecast, and any other reforecasts that are needed throughout the year. This will involve co-ordination with each of the respective BU teams and CFOs, and working closely with the Head of Strategy throughout the STS process. You'll also have involvement in the preparation of the Business Plan and STS packs for submission and approval to the Group Board. You'll ensure all plan and forecast numbers are correctly uploaded and reflected in HFM. As well as managing regular interaction with the Strategy and Investor Relations teams, including the submission of information to them. As well as this you'll look after analysis of the Group's performance versus plan and forecast, for inclusion in monthly Board reports. You'll have responsibility for the management and co-ordination of the full Annual Report and Accounts, working closely with the IR, Strategy, Risk, Communications, Company Secretarial and Marketing teams to ensure all sections are owned and completed. You'll take ownership and production of the sections owned by the FP&A team (i.e. KPIs, Business Model, Strategy, Financial Review, etc) and will assist in managing the relationship with the design agency throughout the full Annual Report preparation process. You'll work closely with Company Secretarial team to manage postage of Annual Report to shareholders as required and provide necessary updates to the Audit Committee. You'll be involved in both internal and external FP&A reporting, assist with the preparation of the reporting requirements as and when required, which include preparation of: Monthly MI pack for Exco and Board External News Releases Quarterly trading updates Financial Disclosure Supplement, which includes quarterly analysis on Gross Sales, NCCF, AuMA, Revenue, income statement analysis, asset allocation and investment performance Alongside this you will answer questions from external parties including market analysts and credit rating agencies, undertake and assist with ad hoc project work and deliverables when required. These may include; Market analysis Analyst/Briefing note review and analysis Covering BU responsibilities in the event of holiday or capacity issues About you You'll be motivated and keen to make a difference, offering clear communication skills (both written and verbal) and excellent attention to detail. You'll have the ability to build relationships with senior people across the business and chair and present at meetings, as well as the ability to work collaboratively with others, and has confidence to provide challenge when necessary. You'll be a qualified accountant (ACA, ACCA or CIMA) with 5 years PQE. Financial services experience would be advantageous. You'll need experience of working in a reporting role for a listed group, ideally within an FP&A or equivalent function, or having worked for a Big 4 firm with exposure to listed group reporting requirements and Annual Reports. You'll need the ability to apply technical accounting knowledge and skills in a commercial way (i.e. ability to tell the company's story and how it has performed whilst adhering to best practice guidelines and accounting rules) as well as experience with data analysis and modelling, strong excel skills (intermediate level or better) and good power point skills. Benefits & working hours No matter what job you do you should feel valued and appreciated. That's why, in order to attract, motivate and retain the best people, we offer a very competitive total reward package, which enables our employees to share in the success they help to create. It includes a core Quilter funded package of rewards and benefits, and optional flexible benefits that you can add. Core benefits Holiday: between 24-30 days' holiday (depending on your job banding). Annual bonus scheme: most employees are eligible to participate in our bonus scheme, based on the company's performance and their contribution to it. Pension scheme: a non-contributory company pension scheme that can be boosted through personal contributions. Car allowance: depending on your role you may be offered a car allowance. Private medical insurance: couple's cover as standard with the opportunity to flex level of cover. Life assurance: six-times your salary. Health assessment: a company funded health assessment (depending on your grade). Personal accident: 1x salary with the option to change the level of cover. Income protection: 50% of salary with the option to change the level of cover. Please note, the benefit package you receive will depend on your grade and what part of our business you work for. Flexible benefits We offer a number of additional benefits which you can purchase through our salary sacrifice scheme. These include additional health care schemes for both you and your spouse, childcare vouchers, gym and parking discounts and the ability to buy and sell holiday - to give just a few examples. Our office is open from 8am - 5pm. Everyone works a seven hour day (plus one hour for lunch) Our promise We are committed to creating an inclusive culture which embraces diversity. We promote equal opportunities and ensure that no applicant is subject to 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 on their skills, qualifications, experience and potential. Further information about this vacancy can be found within the job description below FP&A - Planning and Annual Report Manager.pdf FP&A - Planning and Annual Report Manager.pdf