Description

Ambitious wealth management business at an exciting phase of their growth - London based.

Description

The ideal candidate will have:

• Proficiency in financial modelling and analysis within the Financial Services industry.
• Strong financial, corporate finance and/or accounting background with a high level of financial literacy
• A genuine interest in M&A and associated business, accounting and financial matters
• A good understanding of financial processes (e.g., invoices, expenses, reconciliations)
• Strong attention to detail and ability to follow, evolve and create new systematic processes
• Strong working knowledge of AI tools and applications
• Genuine interest in AI, and a working knowledge of how to apply AI to improve job performance
• Minimum of 5 years work experience in a similar role with a proven track-record of achieving results and contributing to deal success
• University Degree or other relevant tertiary qualification

Profile

A successful candidate should have:

• Strong proficiency in financial modelling and analysis.
• Experience within the banking or Financial Services industry.
• Knowledge of M&A processes and evaluation techniques.
• Excellent communication skills to present findings effectively.
• A degree in finance, accounting, or a related field.
• A professional qualification such as ACA, ACCA, or CFA is advantageous.
• High attention to detail and problem-solving abilities.
• The ability to work effectively under pressure and meet deadlines.

Job Offer

• Competitive salary range and bonus
• A permanent role located in the heart of London.
• Opportunities to work in a professional and collaborative environment.
• Career growth and development within a high growth, high performing wealth management business
• Central London office (please note that this will be 4 days in the office per week)