BE
BelkinFinancial Analyst
Financial Analyst driving financial performance and operational excellence at Belkin. Collaborating with teams to provide strategic financial insights and manage various financial processes.
About the role
- To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements.
- To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
- To maintain good client relationships.
- To encourage a culture of compliance throughout the company.
- To manage (where appropriate) support staff in the delivery of their personal and team objectives and responsibilities.
- To develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.
- To comply with the Consumer Duty to act to deliver good outcomes for clients.
- To maintain compliance with the honesty and integrity, training and competence and financial soundness requirements of the FIT and Proper Test for Approved Person and act in accordance with the FCAs Code of Conduct.
- To carry out any other duties as may reasonably be required.
- Adhere to consumer duty.
Requirements
- CISI Level 6 or Level 7 qualified, with a minimum of 5 years’ experience in Investment Management
- Strong and effective written and verbal communication skills.
- Exceptional interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
- Strong analytical and problem-solving skills with the ability to assess complex situations and make sound decisions.
Benefits
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
JO
JobMatchingPartnerJunior Finance Executive
Junior Finance Executive supporting internal finance operations for a growing boutique accounting firm in Malta. Performing bookkeeping, reconciliations, and assisting with VAT compliance tasks.
MM
Marsh McLennanHead of Infrastructure Investments
Head of North American Infrastructure managing investment strategies and client relationships at Mercer. Overseeing infrastructure investments with a focus on North America.
IT
Finance Business Partner role supporting Professional Services at itm8. Responsible for financial reporting, analysis, and decision support.
ST
Success TutoringChief Financial Officer – Consultant
CFO Consultant advising on financial strategy and operations for Success Tutoring's global expansion. Seeking leader with franchisor experience in education and VC funding.
SE
Switzerland Global EnterpriseSenior Finance Manager – Income Statement
Sr Finance Manager overseeing financial planning and analysis for Corporate and business P&Ls at GE Vernova. Involves developing expertise, leading projects, and contributing to strategy.
PP
Prima PowerFinancial Reporting Specialist – Internship
Intern in Financial Reporting team at motor insurance company shaping the future of motor insurance. Seeking candidates motivated to grow within a young and dynamic team.
TR
TrustmarkFinancial System Analyst
Financial Systems Analyst overseeing benefit processing and reconciliation at Trustmark. Collaborating with teams on financial reporting and improving processes.
SO
SolaceStrategic Finance Lead
Strategic Finance Lead managing finance and strategy initiatives for healthcare advocacy startup. Unique opportunity as first Strategic Finance hire contributing to growth and strategy development.
SH
Sheraton Heathrow HotelFinance Analyst, Internal Controls – Risk Management
Finance Analyst supporting Heathrow’s Internal Controls over Financial Reporting framework. Ensuring governance and financial resilience while improving processes and addressing control gaps.