Finance Analyst (14 month FTC)

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Job Description

We’re recruiting for a Finance Analyst on a 14-month FTC to join us. We’re offering a competitive base salary. Join our Finance Operations team and help us protect client money, support investment decisions, and ensure regulatory compliance. This is a fantastic opportunity to work in a collaborative environment where your analytical skills and attention to detail will make a real impact. We welcome applications from all backgrounds and are committed to building a diverse and inclusive workplace.

What you’ll be doing:

• Preparing daily client money funding calculations and reconciliations
• Maintaining accurate records and ensuring timely filing and storage
• Producing management information and regulatory reporting
• Understanding and applying FCA and CASS rules
• Supporting business change initiatives in line with compliance standards
• Calculating and assessing Unit Trust box decisions and cash positions
• Managing daily box reconciliations and communicating with stakeholders
• Building strong relationships across teams to improve processes

Qualifications – Who we’re looking for:

• Experience in finance operations or technical accounting roles
• Strong analytical and problem-solving skills
• Knowledge of client money regulations and reconciliation processes
• Familiarity with investment products and operational systems
• Ability to work independently and take initiative
• Excellent communication and collaboration skills
• Proficiency in MS Office and finance platforms (e.g., Rufus, EWS)
• A commitment to treating customers fairly and upholding company values

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax-efficient salary sacrifice (permanent employees only)
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

At L&G, we believe it\’s possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time, and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential, and connection to our purpose.

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