Financial Analyst - Life, Pensions & Investment

5 days ago

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Defaqto

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Description

• Do you have experience in the life, pensions or investment sector? • Do have a strong background in financial analysis? • Are you looking to move into a financial reporting role with a client-facing element? • We are looking for a dedicated and analytical Financial Analyst to join our team. • Initially this will have a focus on rating the Financial Strength of a defined client population. • This role involves report writing from the detailed assessments of statutory and financial information. • The ideal candidate will bring their analytical expertise, initiative, and attention to detail.

Requirements

• A minimum of A-Level or higher education preferred but we will consider relevant experience in the absence of this • Postgraduate or professional qualifications in finance, accounting, or a related field are a plus (e.g. CIMA, ACCA, CFA) • Experience in any of the following roles would be of interest: Financial Analyst, Corporate Finance Analyst, Accountant, Risk or Compliance Analyst, Credit Analyst, Business or Market Analyst (financial sector) or Management Consultant (financial services focus) • Working knowledge of the life, pensions or investment sector • Technical Proficiency in Microsoft Word and Excel is essential; experience with Microsoft Access or database applications is an advantage • Strong written and verbal communication skills; confidence in presenting findings and collaborating in team settings • Reliable, organised, and able to work both independently and collaboratively within a team

Benefits

• Happy to talk flexible working • A comprehensive package of insurances bringing peace of mind for you and your loved ones 💕 • Life assurance, critical illness, private medical and dental insurance • Pension with up to 10% Defaqto contribution • 25 days holiday per year 🏝️ with the option to purchase up to an additional week • Medical Cash Plan with the ability to flex up or down • Defaqto FitPlan 💪 A contribution to gym or sports club membership fees or fitness equipment • Wellbeing access to a wide range of wellbeing support including EAP, mindful meditation sessions and on-site massages • A range of ‘flexible’ benefits which can be selected via our benefits platform including Cycle to Work 🚲 • Supportive financial advice regarding your retirement planning • Regular social, sports and charity events throughout the year