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Finance Analyst

Employer
Brewin Dolphin
Location
London (Greater)
Salary
Competitive
Closing date
Aug 10, 2019

View more

Job Role
Finance Data Analyst
Sector
Finance
Contract Type
Permanent
Hours
Full Time

Job Details

About This Opportunity

With the firm’s strategy, the Finance department is developing and enhancing its capabilities. Recently, the implementation of new systems, a complete review of the team structure, renewed processes and greater engagement with our internal and external clients has helped drive the team forwards. This is an exciting time to be part of the firm’s Finance department and we expect new joiners to be an integral and key part of its continuous development.

About the team 

The Finance department is based in our London office, with circa 28 members that all work closely together, while we work hard we also do believe it is important to have a balanced approach and there are regular opportunities within the London office to take part in sports and other social events, we also have great structure for charity and wellbeing events.

Key Responsibilities 

  • To work with the Finance Manager and the rest of the finance team to deliver the monthly Brewin Dolphin Group financial and management accounts.
  • To ensure the results are accurate, reviewed and understood in detail.
  • To report, comment and then explain the numbers to key stakeholders internally
  • To own components of the P&L & BS and become the expert for those areas
  • Maintain cost control over those areas along with providing forecast and budgets numbers
  • Completion of the monthly financial close process.
  • Ensure relevant master data is accurate and adequately maintained
  • Insight and analysis via “hot topic” review
  • Ensure accuracy and control embedded end to end
  • Participate in the monthly Management Accounts review.
  • Document all new processes/reports created.

Qualifications & Experience 

  • Educated to degree standard
  • Good academic background, with strong A levels
  • Looking to begin studies or recently started ACA/ACCA/CIMA
  • Working in small or large Financial or Management accounts teams an advantage but not a requirement

Attributes & Skills 

  • Excel (Advanced general user, pivot tables and IF statements).
  • PowerPoint- Graph and table production including waterfall charts (preferred)
  • Finance systems (TM1, Pegasus opera GL, generic General Ledgers and reporting systems experience)
  • Ambitious- wants to take on more responsibility quickly.
  • Attention to detail
  • Enquiring mind
  • Problem solving
  • Team player

 

Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.

Company

Brewin Dolphin was founded on the belief that the successful management of wealth takes an understanding of money but is rooted in an even deeper understanding of people. So before we invest your money, we’ll first invest in our relationship with you.

Our relationship with you

Whoever you are, we take the time to get to know you; to understand what makes you tick. That means developing a personal understanding and an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create the plans that will achieve your goals. We want to offer you the confidence that comes from a better understanding of your financial situation and the options available to you. Free from financial distractions, you can devote more time to what you really enjoy doing.  

What we can do for you

We have the technical skills to make the most of opportunities to protect and grow your wealth. But more than that, our ability to build strong relationships means we can create the bespoke financial plans and investment portfolios that will meet your unique ambitions and deliver peace of mind that your interests are in the right hands. We have 30 offices across Britain and Ireland to bring us closer to you and enable us to combine the best of local understanding with national scale and perspective.

Independent minds

We are an independently-owned firm, listed on the London FTSE 250, bound to no corporate group. We have an award-winning research team, who undertake research across markets, asset classes and individual companies. They develop unconstrained views and insights for our advisers to draw upon so they can best manage your wealth.

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