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- Tasks: Join our finance team to manage cash and securities for lifetime savings.
- Company: Quai Digital is a dynamic company focused on financial administration and customer account management.
- Benefits: Enjoy a flexible work environment with opportunities for growth and development.
- Why this job: This role offers hands-on experience in finance, a supportive culture, and the chance to make an impact.
- Qualifications: Previous finance experience and strong communication skills are preferred; finance qualifications are a plus.
- Other info: We value diversity and encourage everyone to bring their unique perspectives to work.
The predicted salary is between 28800 - 48000 £ per year.
We are looking for an enthusiastic and driven Finance Analyst to join our team here at Quai Digital in Peterborough as a part of our Finance team. This is a fantastic opportunity for someone taking the next step in their finance career and looking to build on their existing sector knowledge.
Quai Digital undertakes administration of cash and securities relating to lifetime savings (mainly SIPPs and ISAs). The finance team takes responsibility for the monitoring and reconciliation of all customer account balances and transactions. Reporting to corporate clients (investment advisors, asset managers, and brokers) about processing issues, reconciliations, and facilitating the regulated clients reporting to the FCA (under CASS rules).
Main Activities:- Daily Reconciliation of Cash (Internal & External reconciliations), Assets, and Portfolio (Securities).
- Compilation of information for daily payments and inputting into various banking and e-payment systems.
- Processing of cheques received.
- Uploading of files onto Bottomline (Mandate, Collection, BACS, Investor, and Portfolio).
- Uploading of files onto the SUN Ledger system.
- Maintain the day-to-day accounting records of ISA and SIPP holders.
- Working to strict deadlines on daily and monthly cycles. Flexibility to meet deadlines needed.
- Monitoring shared inboxes.
- Ad-hoc projects as required by the Finance Team.
- General Ledger postings and account reconciliations.
- Previous experience and knowledge of financial products (SIPP, ISA, GIA, LISA) is highly desirable.
- Excellent communication skills (verbal and written) and the ability to liaise with employees across all levels.
- Ability to work within an extremely challenging and busy environment.
- Highly organised, with the ability to prioritise workloads and have excellent attention to detail.
- Be flexible and a strong team player to collectively achieve deadlines.
- Have a positive and can-do attitude.
- Integrity and professional behaviour must be applied at all times.
- Interested in the pensions and investments sector.
- Experience of operational finance or financial services.
- Intermediate Excel experience.
- Experience in a similar role is desirable.
- Finance qualification is not essential but desirable or QBE.
Location & Hours: Quai Digital, 16 Tesla Court, Innovation Way, Peterborough, PE2 6FL. 35 hours per week, Monday to Friday 9am to 5pm.
Quai welcomes everyone and embraces diversity and equal opportunities for all. We are committed to creating an inclusive team with a variety of backgrounds, perspectives, and skills. We celebrate difference and encourage everyone to be themselves at work.
Finance Analyst employer: Vargo Group
Contact Detail:
Vargo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Analyst
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as SIPPs and ISAs. Understanding these products will not only help you during the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your Excel skills, especially if you have intermediate experience. Being able to showcase your proficiency in Excel during the interview can set you apart from other candidates.
✨Tip Number 3
Prepare examples of how you've successfully managed tight deadlines in previous roles. This will highlight your organisational skills and ability to work under pressure, which are crucial for this position.
✨Tip Number 4
Research Quai Digital and their approach to finance and customer service. Being knowledgeable about the company will allow you to ask insightful questions during the interview, showing your enthusiasm for joining their team.
We think you need these skills to ace Finance Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly with financial products like SIPPs and ISAs. Use specific examples to demonstrate your skills in reconciliation and account management.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Finance Analyst role at Quai Digital. Mention your understanding of the finance sector and how your previous experiences align with the responsibilities outlined in the job description.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples in your application that showcase your ability to liaise effectively with various stakeholders, including corporate clients and team members.
Showcase Attention to Detail: Given the importance of accuracy in finance, include instances where your attention to detail has positively impacted your work. This could be through successful reconciliations or error-free reporting.
How to prepare for a job interview at Vargo Group
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of financial products like SIPPs and ISAs. Be prepared to discuss how your previous experience relates to these products, as this will demonstrate your understanding of the role and the industry.
✨Demonstrate Attention to Detail
Since the role involves daily reconciliations and maintaining accounting records, be ready to provide examples of how you've successfully managed tasks that require a high level of accuracy. Highlight any specific tools or methods you use to ensure precision in your work.
✨Communicate Effectively
Excellent communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts. Be prepared to explain how you would liaise with corporate clients and team members.
✨Exhibit Flexibility and Team Spirit
The finance team at Quai Digital values flexibility and teamwork. Prepare to share examples of how you've adapted to changing priorities in a busy environment and how you’ve collaborated with others to meet deadlines. A positive attitude will go a long way!
