Financial Analyst - Life, Pensions & Investment Sector

at  Defaqto

• Do you have experience in the life, pensions or investment sector?
• Do have a strong background in financial analysis
• Are you looking to move in to a financial reporting role with a client-facing element?
  About the Company - Synonymous with Financial Strength, AKG has specialised in the provision of assessment, ratings, information and market assistance for over 30 years. Today AKG’s core purpose is in the provision of financial analysis and review services and in the delivery of key value-added financial information to support the wider financial services sector and its customers.
  AKG is part of Defaqto, which is part of the wider Fintel Group, the leading fintech and support services business. AKG’s financial strength ratings are already the most widely selected financial strength indicator within Defaqto Engage, the financial planning tool used by a third of UK IFAs.
  About the Role - We are looking for a dedicated and analytical Financial Analyst to join our team. Initially this will have a focus on rating the Financial Strength of a defined client population within a number of sectors including insurance and protection providers, platforms, offshore, and discretionary management.
  This role involves report writing from the detailed assessments of statutory and financial information, including company report and accounts, solvency documents, business plans, and other key documents. The ideal candidate will bring their analytical expertise, initiative, and attention to detail, and will be able to adapt prior experience to the unique needs of this position. You will primarily be preparing assessments on life, pensions and investment companies.

QUALIFICATIONS

A minimum of A-Level or higher education preferred but we will consider relevant experience in the absence of this. Postgraduate or professional qualifications in finance, accounting, or a related field are a plus (e.g. CIMA, ACCA, CFA).

REQUIRED SKILLS

• Experience in any of the following roles would be of interest: Financial Analyst, Corporate Finance Analyst, Accountant, Risk or Compliance Analyst, Credit Analyst, Business or Market Analyst (financial sector) or Management Consultant (financial services focus)
• Working knowledge of the life, pensions or investment sector
• Technical Proficiency in Microsoft Word and Excel is essential; experience with Microsoft Access or database applications is an advantage
• Communication Skills: Strong written and verbal communication skills; confidence in presenting findings and collaborating in team settings
• Interpersonal Skills: Reliable, organised, and able to work both independently and collaboratively within a team
  Location: Mainly remote with some onsite team meetings in London or Haddenham (Buckinghamshire)
  Right to work: you will already need to hold the right to work in the UK or be able to apply for it yourself as we are unable to provide skilled workers sponsorship at this time.
  Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
  We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
  We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
  For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.

• Financial Analysis - Conduct thorough assessments of company financials and supporting documentation, focusing on companies within AKG’s scope
• Report Compilation - prepare detailed, structured assessment reports and documentation, with clear communication of findings for internal and client-facing use
• External Client Assessment - attend external client meetings, either on-line or in person, engaging in discussions with senior management teams to clarify financial and non-financial assessment details
• Peer Reviews - Engage in internal peer reviews of other analyst reports, providing challenge and input to ensure ratings are accurate
• Project Support - Assist with special projects and contribute to new initiatives, adapting to meet team and client needs