Senior Financial Analyst

10 hours ago


High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full time

Austin Fraser is seeking a highly skilled Senior Financial Analyst to join our team on a fully home-based basis. The ideal candidate will have strong report writing skills, excellent communication abilities, and a deep understanding of the financial services industry.

Key Responsibilities:
  • Provide high-quality technical support to clients.
  • Write bespoke and compliant suitability reports for senior chartered paraplanners.
  • Analyse client portfolio review data and prepare comprehensive analysis.
  • Oversee the implementation of investments and ensure seamless execution.

You will be computer literate with expertise in Microsoft Office, including Excel and Word, and possess analytical skills to interpret complex data.

Benefits:
  • A company pension scheme with 5% employer contribution.
  • 4 x Death in Service Life Cover.
  • Salary sacrifice Electric Car Scheme.
  • A Health Cash Plan provided by Westfield Health (this is a P11d benefit).
  • Discounted rate on group PMI scheme with Vitality.
  • 25 days holiday per annum plus Bank Holidays.

We estimate the salary for this role to be around £40,000 - £50,000 per annum, depending on experience.



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