Would you enjoy helping create a dynamic culture focussed on client service?
Could you help us build our business as we endeavour to shape the future of Financial Planning?
You'll be supporting all planning and analysis activities, ad-hoc business modelling and stress testing.
What you'll be doing
Supporting the coordination and consolidation of presentation materials for Executive and Board meetings.
Providing insightful analysis through variance analysis, understanding key drivers, risks, opportunities and trends behind the financials.
Supporting the development, automation, streamline, implementation of key systems.
Building and maintaining strong and effective working relationships with key stakeholders across the business.
Your qualifications & experience
Part or newly qualified accountant
Strong analytical skills, particularly in using Excel
Highly numerate with experience in a financial/analytical discipline
Strong planning and organisational skills, specifically the ability to prioritise and process numerous tasks simultaneously and deliver at pace to meet tight deadlines and with a high degree of accuracy.
Excellent investigative, numerical and communication skills.
Ability to use own initiative, whilst also being a valuable team player.
Personal drive and resilience to deal with work volumes efficiently during peak reporting periods.
A continuous improvement mind-set and a desire for personal development.
It would be great if you had knowledge of Adaptive Planning, Workday and Power BI, but this isn't essential as we will provide training and support as required.
You belong here
At Schroders Personal Wealth, we welcome all. All colours, cultures, genders, beliefs, religions, ages, people.
We depend on the unique approaches of our team members to help us meet our ambitions.
We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.
Work in a way that works for you
When it comes to flexible working, we'll do our best to accommodate your needs with our flexible working policy. Please enquire in your interview.
What we'll give you
You can expect a career that's full of opportunity and support to help you develop. We offer a competitive total reward package, which means you share in the success you help create.
A market leading defined contribution pension scheme.
An additional 4% of your annual salary in a Flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash.
25 days holiday allowance plus bank holidays.
An incentive scheme, based on the company's performance and your contribution to it.
Schroders Personal Wealth combines over 400 years of expertise from Lloyds Banking Group and Schroders plc, two leading British companies partnering to bring financial planning services to more people in the UK.
Our focus is on the personal relationship we develop with our customers, underpinned by leading edge technology, multi-channel customer reach and global investment expertise.
We aim to become a top UK financial planning business within five years. Would you like to be part of making this possible?
Does this sound like a role that you'd like to know more about? If like us, you're more motivated by customers than by targets, and you'd thrive in a culture that is values and client led - then we'd love to hear from you.