At a Glance
- Tasks: Produce financial reports and drive process improvements in a dynamic finance environment.
- Company: Established SME financial institution known for tailored lending solutions.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Encouraging applications from diverse backgrounds to foster an inclusive workplace.
- Why this job: Join a team that values innovation and helps clients succeed in high-growth industries.
- Qualifications: Qualified accountant with strong communication skills and a proactive approach.
The predicted salary is between 70000 - 75000 £ per year.
13th August, 2026
Finance Associate / Real Estate Lending / £70-75,000 / Central London (3 days in the office)
About the Company
Our client is a well-established SME financial institution, specialising in tailored lending solutions for high-growth industries.
With years of experience, they’ve built a reputation for providing strategic, agile finance options that help their clients succeed.
Now, they’re looking for talented individuals to help drive their next chapter of growth.
The Role
You’ll be involved in financial reporting, management accounting and taxation — delivering accurate, timely results that steer business decisions.
Working closely with senior leaders, you’ll be involved in driving process improvements to keep the business ahead of the game.
What You’ll Do
- Production of monthly management accounts. Own the month-end and year-end closing process.
- Deliver accurate financial statements and lead the external audit process.
- Provide financial insights and analysis to senior management.
- Oversee VAT, Corporation Tax, and ensure compliance with evolving regulations.
- Collaborate on process improvements and automation projects.
- Maintain strong financial controls across the organisation.
What We’re Looking For
- Qualified accountant (ACA, ACCA, CIMA) with varied accounting knowledge.
- Experience in banking, asset management, or ideally lending is preferred.
- Excel skills - financial modelling a plus.
- Strong communication skills and a proactive approach to problem-solving.
- A knack for improving processes and driving efficiency.
Sponsorship: Our client is unable to provide sponsorship for this opportunity.
If you have relevant experience and fit the above criteria, please apply today.
We will be reviewing CVs throughout the process so please apply as soon as you are able to.
We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role.
As such, we encourage applications from under-represented groups in the accountancy sector.
Please let us know if we can make any reasonable adjustments for you at any stage in the process.
At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
Finance Associate in London employer: Trace
Join a leading renewable energy and infrastructure investment firm that prioritises innovation and sustainability, offering a dynamic work culture where your contributions directly impact the growth of the organisation. With a competitive salary and comprehensive benefits, this role provides exceptional opportunities for professional development and leadership within a collaborative environment, all set in a vibrant city known for its commitment to green initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Associate in London
✨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 Trace. 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 Finance Associate in London
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 Trace.
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 Trace'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 Trace
✨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 Trace.
✨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 Trace 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 Trace 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.
