MUST HAVE A MATHS DEGREE
As a Junior Finance & Data Analyst, you will support the firm’s financial operations by handling numerical data, maintaining accurate records, analyzing financial information, and contributing to reporting functions. This is an excellent opportunity for a maths graduate with strong analytical skills who is interested in developing a career in finance and wealth management. Over time, the role will grow into a more specialist position with deeper involvement in financial planning and investment analysis.
Key ResponsibilitiesData & Financial Record-Keeping
*Compile and maintain accurate financial records, spreadsheets and databases.
*Ensure data integrity for investment figures, client accounts, and performance tracking.
*Support preparation of internal financial summaries and client reports.
Analysis & Reporting
*Assist in analysing quantitative financial and investment data.
*Prepare basic reports and visualisations to support financial planning and portfolio reviews.
*Identify trends, anomalies, and insights from data to support senior team decisions.
Operational Support
*Collaborate with advisers to gather and verify financial documentation.
*Support audit, compliance and operational workflows.
*Assist in preparing client documentation with clarity and accuracy.
Growth & Development
*Learn core financial planning tools, systems and terminology.
*Participate in ongoing training in investment principles, pensions and wealth management.
*Progress toward specialised analytical responsibilities, including risk modelling and investment performance measurement.
Who We’re Looking ForEssential Skills & Attributes
*Mathematics or related degree (e.g., statistics, economics, actuarial science).
*Strong numeracy and data interpretation skills.
*Excellent organisational ability and attention to detail.
*Comfortable working with spreadsheets, data entry and basic analytics.
*Eager to learn financial concepts and grow within a dynamic environment.
Desirable Skills
*Experience with Excel functions, data modelling, or formula-driven analysis.
*Familiarity with financial software (desirable but not essential).
*Good communication skills and an ability to explain complex data clearly.
*Interest in financial markets, pensions or investments.
What You’ll Gain
*Structured career growth in financial services with mentorship.
*Practical experience working with real financial and investment data.
*Exposure to wealth management processes, client reporting and analysis.
*Opportunity to specialise in areas like investment analysis, risk modelling or portfolio analytics.