Financial Services Analyst

4 days ago


East Liverpool, Ohio, United Kingdom Search Consultancy Full time
Job Title: Financial Services Analyst

Department: Investment Risk
Location: Liverpool
Contract Type: 12-Month FTC
Hours: 9am - 5pm
Estimated Salary: £28,100

The Opportunity

We are seeking an experienced Financial Analyst to join our team. In this role, you will be responsible for ensuring high-quality Client Reports, managing key suitability procedures, and collaborating with Investment Management Teams.

Key Responsibilities
  1. Review client documentation to identify potential risks and opportunities.
  2. Analyze financial data to provide insights and recommendations.
  3. Develop and maintain relationships with clients and stakeholders.
  4. Collaborate with the Suitability Manager to ensure compliance with regulatory requirements.
Requirements
  1. Relevant qualifications and experience in financial analysis.
  2. Excellent communication and interpersonal skills.
  3. Ability to analyze complex data and provide clear recommendations.
  4. Strong attention to detail and organizational skills.

We strive to be an employer of choice in the wealth management sector by fostering a diverse, equal, and inclusive workplace. We value the unique strengths of all our colleagues and encourage applications from all backgrounds. We welcome individuals who share our values of client service, integrity, and results orientation.



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