Financial Services Analyst

2 days ago


Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full time

We are seeking a highly skilled Financial Services Analyst to join our team. The successful candidate will be responsible for building strong relationships with clients, reviewing and formalizing files, and attending client meetings as required.

Role Responsibilities
  • Effectively build relationships and confidently communicate with clients
  • Review, check, and formalize files to completion with the Financial Analyst
  • Attend joint client meetings with the Financial Adviser if necessary
  • Conduct research and due diligence on investment opportunities
  • Write high-quality suitability reports

The ideal candidate will have a Level 4 Diploma qualification and experience in Regulated Financial Services. They will also be proficient in using CRM systems, research tools, and cashflow modeling software.

Required Skills and Qualifications
  • Level 4 Diploma qualification in a relevant field
  • Experience in Regulated Financial Services
  • Proficiency in CRM systems, research tools, and cashflow modeling software

We offer a competitive salary of £30,000 - £42,000 depending on experience, plus a 6 monthly discretionary profit share bonus. Our benefits package includes company pension, life insurance, and hybrid working arrangements.

Benefits
  • Competitive salary: £30,000 - £42,000 per annum
  • 6 monthly discretionary profit share bonus
  • Company pension
  • Life insurance (4 x salary)
  • Hybrid working arrangements

We are an equal opportunities employer and welcome applications from candidates who share our values of attention to detail, service, and teamwork.


  • Financial Analyst

    4 weeks ago


    Cardiff, Cardiff, United Kingdom Yolk Recruitment Full time

    We are seeking a highly skilled Financial Analyst to join our dynamic finance team. As a Financial Analyst, you will play a pivotal role in driving key business decisions through accurate financial reporting and analysis.Key responsibilities include:Preparing management accounts and financial reportsBudgeting, forecasting, and variance analysisCollaborating...

  • Financial Analyst

    4 weeks ago


    Cardiff, Cardiff, United Kingdom Gap Personnel Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Gap Personnel. As a key member of our finance department, you will be responsible for providing timely and accurate financial information to support business decision-making.Key ResponsibilitiesPrepare and analyze financial reports, including balance sheets, income statements,...

  • Financial Analyst

    4 weeks ago


    Cardiff, Cardiff, United Kingdom Randox Full time

    Financial Analyst RoleRandox Laboratories is a leading company in the Diagnostics and Healthcare sector, and we are seeking a skilled Financial Analyst to join our Finance Department.Key Responsibilities:Assist in the preparation of monthly accounts, including consolidated accounts within the group.Analyze key financial information to inform business...

  • Financial Analyst

    4 weeks ago


    Cardiff, Cardiff, United Kingdom Gap Personnel Full time

    Job Title: Financial AnalystJob Summary: We are seeking a highly skilled Financial Analyst to join our team at Gap Personnel. The successful candidate will be responsible for providing timely management information and insights into the organisation's performance.Key Responsibilities:Prepare the monthly management information pack, accompanied by supporting...


  • Cardiff, Cardiff, United Kingdom Peacocks Full time

    We are seeking a highly skilled Senior Financial Analyst to join our expanding Finance department at our Head Office in Cardiff. As a Senior Financial Analyst, you will be responsible for the production of weekly trading packs, budgets, forecasts, and latest views. Accuracy is key due to the impact on cash forecasting. You will also be responsible for the...


  • Cardiff, Cardiff, United Kingdom Legal & General Full time

    About the RoleWe're seeking an experienced Financial Data Analyst to join our team at Legal & General. As a key member of our reporting team, you'll play a crucial role in ensuring the accuracy and quality of our financial data.Key ResponsibilitiesMonitoring and reporting on daily trade and transaction informationEnsuring financial products comply with...


  • Cardiff, Cardiff, United Kingdom Legal & General Full time

    Job DescriptionWe are seeking a skilled Financial Data Analyst to join our Tax Operations function in Cardiff. As a key member of our team, you will be responsible for analyzing and reporting financial data for tax purposes.Key Responsibilities:Collate and coordinate data relating to funds tax, corporation tax, employment tax, and VAT reporting submitted to...


  • Cardiff, Cardiff, United Kingdom Redmore Recruitment Full time

    About the RoleWe are seeking a skilled Financial Services Specialist to join our team at Redmore Recruitment. As a Financial Services Specialist, you will be responsible for building relationships with clients, reviewing and formalizing files, and attending client meetings.Key ResponsibilitiesEffectively build relationships with clients and confidently...


  • Cardiff, Cardiff, United Kingdom Core 3 Ltd Full time

    Job DescriptionAbout the roleWe are seeking a highly skilled Senior Financial Analyst to join our team at Core 3 Ltd. As a key member of our finance department, you will be responsible for providing financial analysis and planning to support business decisions.Key Responsibilities:Develop and maintain financial models and forecastsProvide financial analysis...


  • Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full time

    Job SummaryOur client, a leading financial advice firm, is seeking a detail-oriented Financial Analyst to support financial operations. The ideal candidate will have a strong analytical mindset and excellent problem-solving skills.Key ResponsibilitiesProvide financial analysis and insights to inform business decisionsDevelop and maintain financial models and...


  • Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full time

    **Role Summary:**We are seeking a highly skilled Financial Services Specialist to join our team at Redmore Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Adviser in providing excellent client service and ensuring that all financial solutions are tailored to meet our clients' needs.**Key...


  • Cardiff, Cardiff, United Kingdom Core 3 Ltd Full time

    Job OverviewAbout the roleWe are seeking a highly skilled Senior Financial Analyst to join our team on a 6-month Fixed Term Contract. This position offers a competitive salary of £45,000 and a hybrid working arrangement with a mix of office-based and remote working.Finding the right candidateThis is an exciting opportunity for an ambitious finance...


  • Cardiff, Cardiff, United Kingdom Yolk Recruitment Full time

    Are you a driven financial professional looking for your next challenge? We are seeking an experienced Chief Financial Analyst to join our dynamic and fast-growing finance team.About Yolk RecruitmentWe're a leading recruitment agency making significant strides in the industry. With a focus on innovation and continuous improvement, we're currently undergoing...


  • Cardiff, Cardiff, United Kingdom South Wales Fire and Rescue Full time £48,478 - £49,498

    Senior Financial Analyst Opportunity in South WalesSouth Wales Fire & Rescue Service is seeking a dynamic Senior Accountant to join our headquarters team.The successful candidate will have experience of Public Sector finance, including management accounting, financial accounting, reporting, and the annual closure of accounts process. Proven team supervision...


  • Cardiff, Cardiff, United Kingdom Deloitte LLP Full time

    About the RoleDeloitte LLP is seeking a highly skilled Quality Risk and Security Services Analyst to join our team. As a Quality Risk and Security Services Analyst, you will play a critical role in supporting the firm's compliance with underlying regulations, enabling client-facing teams to devote more time to providing services to their clients.Key...


  • Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full time

    Role OverviewRedmore Recruitment Limited is seeking a highly skilled Financial Services Specialist to join their team. As a key member of the team, you will be responsible for building relationships with clients, reviewing and formalizing files, and attending joint client meetings. Key ResponsibilitiesEffectively build relationships with clients and...


  • Cardiff, Cardiff, United Kingdom Bowen Eldridge Recruitment Full time

    About the RoleWe are recruiting for a Senior Financial Analyst to join our client's Finance team in Cardiff.Job SummaryThis is a permanent role that involves working closely with the Chief Financial Officer (CFO) and other stakeholders to manage financial risks, optimize treasury operations, and drive business growth.Key ResponsibilitiesDevelop and implement...

  • Credit Risk Analyst

    3 weeks ago


    Cardiff, Cardiff, United Kingdom Admiral Insurance Plc Full time

    Admiral Money is a pioneer in financial innovation, offering cutting-edge lending solutions that combine smart technology with flexible approaches. We're seeking a talented Credit Risk Analyst to join our dynamic team and contribute to shaping our credit risk strategies.About Admiral MoneyAs a division of Admiral Group, we enjoy the freedom and innovation of...


  • Cardiff, Cardiff, United Kingdom Future Publishing Full time

    We're Future Publishing, a leading media company with a passion for innovation and excellence. We're seeking a highly skilled Fraud Analyst to join our Data Services team, focusing on the detection and prevention of fraud in the insurance industry.This is a dynamic role that requires close collaboration with insurance partners, law enforcement, and the IFB...


  • Cardiff, Cardiff, United Kingdom Admiral Careers Full time

    We are seeking a highly skilled Quantitative Financial Analyst to join our team at Admiral Careers. This exciting opportunity will allow you to build and maintain pricing models, monitor portfolio performance, and refine our pricing strategy.Key ResponsibilitiesDevelop and maintain complex financial models using PythonPartner with our credit risk team to...