The Financial Analyst will support the firm’s investment, risk, and business decision making by providing high-quality financial analysis, forecasting, and reporting. Operating within an FCA-regulated environment, the analyst must adhere to relevant financial services regulations, internal compliance standards, and industry best practices.
Key Responsibilities

1. Financial & Investment Analysis

• Conduct detailed financial modelling, valuation, and scenario analysis for products, portfolios, or business units.
• Support investment decision-making through research on market trends, competitor activity, and regulatory changes.
• Prepare forecasts, budgets, and variance analyses to monitor financial performance.
• Evaluate capital allocation, funding needs, and return-on-investment for new projects or strategies.

1. Reporting & Stakeholder Support

• Prepare regular management reports, MI packs, and performance dashboards for senior management.
• Assist in producing Board-level and regulator-facing financial reports.
• Translate complex financial information into clear, actionable insights for internal and external stakeholders.

1. Regulatory & Compliance Awareness

• Ensure analysis and reporting comply with FCA rules, especially:
• SYSC (Senior Management Arrangements, Systems & Controls).
• COBS (Conduct of Business Sourcebook), if producing or using investment research.
• PRIN (FCA’s Principles for Businesses), especially integrity and treating customers fairly.
• Maintain awareness of Senior Managers & Certification Regime (SMCR) obligations. While the role may not require FCA approval, the analyst must uphold high ethical and conduct standards.
• Work closely with compliance and risk teams to ensure outputs meet regulatory expectations.

1. Risk & Controls * Identify financial risks and provide analytical support to mitigate exposures.

• Contribute to stress testing, sensitivity analysis, and scenario planning.
• Support internal and external audit processes as needed.

1. Collaboration & Communication

• Partner with finance, compliance, operations, and risk teams to deliver accurate and timely insights.
• Present financial findings to senior management, clients, or external stakeholders where appropriate.
• Support cross-functional projects such as product launches, M&A, or system implementations.

Qualifications & Experience

• Bachelor’s degree or above (Finance, Economics, Accounting, or related).
• Prior experience in financial services, investment management, banking, or insurance. * Strong knowledge of financial modelling, Excel, and analytical tools (e.g., Power BI, Python, SQL desirable).
• Familiarity with FCA regulatory environment and financial reporting standards. Skills & Competencies
• Excellent analytical and problem-solving ability.
• Strong business acumen with the ability to interpret financial data in a regulatory context.
• Effective communicator, able to present insights clearly to both technical and non-technical audiences.
• High attention to detail and accuracy.
• Integrity, accountability, and commitment to ethical standards (aligned with FCA Conduct Rules)

Job Type: Full-time
Pay: £35,000.00-£50,000.00 per year

Benefits:

• Company pension
• Health & wellbeing programme

Work Location: In perso

Please refer the Job description for details