At a Glance
- Tasks: Analyse and validate financial terms for clients, ensuring accuracy and compliance.
- Company: Join a leading global professional services organisation in London.
- Benefits: Competitive salary, annual bonus, hybrid work, and excellent pension scheme.
- Other info: Collaborative environment with strong focus on European operations.
- Why this job: Make an impact in a dynamic role with opportunities for growth.
- Qualifications: 2+ years in an analytical role; legal experience preferred.
Location: London – Hybrid (1 day working from home)
Salary: £60,000 – £70,000
Hours: Monday–Friday, 9:30am–5:30pm
An exciting opportunity has arisen for a Financial Terms Senior Analyst to join a leading global professional services organisation in London. This newly created role will support the organisation’s global Financial Terms Management function, with a particular focus on European operations. You will be responsible for reviewing, implementing and maintaining client and matter financial terms, ensuring accuracy, compliance and consistency throughout the client lifecycle.
Key Responsibilities
- Review, analyse and validate financial terms for new and existing clients and matters
- Support client onboarding and new business activities by reviewing financial information and documentation
- Configure and maintain billing arrangements, rate structures, discounts and other financial provisions within internal systems
- Interpret client agreements, engagement terms and guidelines to ensure financial requirements are accurately implemented
- Work collaboratively with Pricing, Billing, eBilling, Accounts Receivable and other revenue teams
- Support European offices with the implementation and ongoing maintenance of financial terms
Essential Skillset & Experience
- 2+ years' experience in an analytical role
- Legal experience is highly desirable, ideally within a law firm or professional services environment
- Advanced Microsoft Office skills, particularly Excel and Word
- Strong analytical and problem-solving abilities
Benefits
- £60,000 – £70,000 salary
- Annual discretionary performance bonus
- London/Hybrid
- Non-contributory pension scheme with 5% employer contribution, plus an additional 3% matched contribution
- Excellent benefits package
Financial Terms Analyst employer: Insight Select
As a leading insurer in the Lloyd's and London Market, we pride ourselves on fostering a collaborative work culture that values innovation and analytical excellence. Our employees benefit from continuous professional development opportunities, competitive remuneration, and a supportive environment that encourages growth and influence in portfolio management decisions. Join us in London, where your expertise in catastrophe modelling will directly impact our strategic risk and capital management initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Terms Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Insight Select. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Terms Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Insight Select.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Insight Select's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Insight Select
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Insight Select.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Insight Select will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Insight Select employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
