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Grad Scheme Financial Analyst

  • Location: Surrey, Guildford
  • Salary: £25000 - £30000 per annum + bonus, study support, pension
  • Job type: Permanent
  • Ref: 48362382
  • Recruiter: Joshua MacDonnell
This vacancy has now expired.

This team provides support to the business in all aspects of Finance, this includes expense management & budgeting, revenue planning, new business modelling, project support, and ad-hoc financial advice. This financial analyst will play an important role within the team, taking ownership of key monthly tasks & making improvements to processes wherever possible. You will gain a strong understanding of the Insurance industry and develop financial skills in a practical way to complement your study towards professional qualification (ACCA or CIMA).

Key Responsibilities

  • Produce monthly expense, resource and variance reporting
  • Provide support & advice to budget holders on expense management issues
  • Participate in the annual expense budgeting process
  • Contribute to the revenue & branch planning processes
  • Work with the business to model new broker opportunities
  • Prepare broker profit share calculations
  • Deal with ad-hoc queries and requests from across the Broker business
  • Involvement in corporate projects & initiatives

Skills & Experience

  • A working knowledge of management accounting techniques
  • Strong Excel skills; comfortable dealing with large volumes of data and consolidating information from multiple sources.
  • Proven experience of reporting / working to tight deadlines
  • An aptitude for systems work would be beneficial
  • Insurance experience is advantageous


Studying towards (or keen to start) CIMA/ACCA

  • Degree in relevant subject (Maths, Economics, Finance) preferred

Key Competencies

  • Strong attention to detail and accuracy
  • Self-motivated, positive, and innovative; ability to use initiative and provide constructive challenge where necessary
  • Ability to interact and collaborate credibly at all levels in the organisation, including at senior management level
  • An ability to work under pressure and to achieve deadlines
  • Excellent written & spoken communication skills

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