financial analyst in wealth management

Описание

Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. It helps clients make significant decisions with confidence, build strong foundations for the future, and work towards their goals.

Задачи

• Extract revenue data from source systems, collate and review it, and post revenue and accruals
• Reconcile revenue postings against cash received and follow up on anomalies promptly
• Update reconciliations for control frameworks and files provided to auditors
• Contribute to compiling revenue data for regulatory returns and audits
• Format large datasets into professional Excel reports and provide commentary
• Prepare monthly balance sheet reconciliations

Требования

• Qualified accountant (ACCA/CIMA)
• Working knowledge of Microsoft Office: basic Word, advanced Excel, and intermediate PowerPoint
• Strong interpersonal and written and verbal communication skills, including communication with senior audiences
• Ability to work independently and as part of a team
• Ability to understand and summarise complex information concisely and professionally, maintain accuracy and attention to detail, and solve problems quickly
• Будет плюсом: month-end reporting experience, a demonstrable interest in financial services, experience in a management accounts team, experience at a financial services institution

Условия

• 6-Month fixed-term contract
• Competitive salary
• Private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and shared parental leave
• Hybrid working model, role dependent
• Reasonable adjustments are available throughout the application process

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