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Finance Analyst – ACA/CFA. (part-time)

Date: 12 May 2020
Type: Permanent
Location: London
Salary: £ per annum
Email: brian@taylorjamesresourcing.com
Ref: BT4567

Finance Analyst – ACA/CFA. (part-time) To £60,000 pro-rata

This multi-award winning financial services organisation is continuing to grow and as a result of this is now looking for an experienced Finance Analyst to work on a part time basis, apx two and a half days per week (apx eighteen hours). Whilst some exposure to the pension or investment consulting sector would be beneficial it is not essential.

The successful candidate will be liaising with clients and other advisers regarding the management of projects, including our data and information requests, as well as follow up queries seeking further clarifications. This will require the use of technical skills to determine and manage the required analysis underpinning the advice and use of communication skills to ensure effective delivery of that advice. You will also help with general research, compliance related tasks and preparing briefing notes and marketing material.


Gather information from relevant sources (including requesting information from companies and obtaining publicly available information) as part of employer covenant projects.

Use various data sources to obtain relevant information.

Analyse financial statements of companies and other information received to assess the current financial position of employer(s), both on a qualitative and quantitative basis.

Prepare draft reports and / or presentations of varying degrees of detail, setting out the results of the analysis and advice.

Manage junior resources and delegate efficiently where and when appropriate, and liaise with colleagues in other teams.

Research various industries, sectors or companies, as required for client works and/or business development.

Assist with the preparation of briefing notes and other literature regarding the latest legislative developments and case studies relating to the employer covenant.

Assist with the preparation of internal training courses. While the candidate will not be expected to deliver these courses initially, there will be opportunities for the job holder to take on these responsibilities over time, depending on their skill set.

Assist with the preparation of presentations regarding various topics, to be presented externally for marketing purposes. Again, there will be opportunities for the job holder to take on responsibility for delivering these presentations in future.

Assist with tenders and proposal to win new business.

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