183 Banking & Finance jobs in the United Kingdom

• Job Role : Financial Analyst

• Job Type : Permanent

• Location : London, UK

• Work Mode : Hybrid (2-3 days onsite in a week)

Job Description :

Tech Stack & Languages

• Tech Stack: Excel, SAP,

• QuickBooks, Tableau, Bloomberg Terminal

• Languages: Python, R, Excel VBA

Relevant Technologies & Tools

• Financial Tools: Excel, Tableau, Bloomberg Terminal

• Data Analysis: SQL, Python, Excel VBA

• Financial Modeling: Forecasting, Investment Analysis, Econometrics

• Certifications: CFA, FMVA, Certified Management Accountant (CMA)

Must-Have Qualifications

Financial modeling, CFA or FMVA certification, forecasting, SAP, Tableau

Nice-to-Have Qualifications

Econometrics, Python or R (for data analysis), CMA certification, experience with financial systems (e.g., SAP FICO)

Requirements

Relevant Technologies & Tools

• Financial Tools: Excel, Tableau, Bloomberg Terminal

• Data Analysis: SQL, Python, Excel VBA

• Financial Modeling: Forecasting, Investment Analysis, Econometrics

• Certifications: CFA, FMVA, Certified Management Accountant (CMA)

Must-Have Qualifications

Financial modeling, CFA or FMVA certification, forecasting, SAP, Tableau

Benefits

Relevant Technologies & Tools

• Financial Tools: Excel, Tableau, Bloomberg Terminal

• Data Analysis: SQL, Python, Excel VBA

• Financial Modeling: Forecasting, Investment Analysis, Econometrics

• Certifications: CFA, FMVA, Certified Management Accountant (CMA)

Must-Have Qualifications

Financial modeling, CFA or FMVA certification, forecasting, SAP, Tableau

E2T Financial Group is a trading firm specialising in market research, trading strategies, and professional development. We support both early-career and experienced professionals with the tools and resources needed to succeed in global financial markets and build long-term careers in finance.

Position Overview

We are seeking a full-time Financial Analyst to join our trading team. This role involves financial research, market analysis, and trade support, offering hands-on experience and professional growth in a dynamic trading environment.

Key Responsibilities

• Conduct research and analyse financial markets to identify opportunities
• Review financial statements, economic indicators, and market data
• Support trade execution while following risk management protocols
• Monitor performance and prepare structured reports
• Collaborate with colleagues to refine strategies and improve processes

Qualifications

• Degree in Finance, Economics, or a related field (preferred)
• Strong interest in financial markets and trading
• Basic knowledge of financial analysis and trading concepts
• Strong analytical, numerical, and communication skills
• Professional certifications (CFA, IMC, CMT, or similar) are an advantage

Compensation & Benefits

• Base salary: £45,800 per year
• Additional pay: Commission and performance-based bonuses
• Structured onboarding, training, and mentorship
• Career progression opportunities within the firm
• Hybrid work model (on-site with remote flexibility)
• Visa sponsorship available for eligible candidates
• On-site parking and access to trading resources

Work Schedule

• Full-time, Monday to Friday
• Standard business hours (no weekends)

**About Us**
**Since 1989, SHI International Corp. has helped organizations change the world through technology. We've grown every year since, and today we're proud to be a $15 billion global provider of IT solutions and services.**
**Over 17,000 organizations worldwide rely on SHI's concierge approach to help them solve what's next.** **But the heartbeat of SHI is our employees - all 6,000 of them.** **If you join our team, you'll enjoy:**
+ **Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.**
+ **Continuous professional growth and leadership opportunities.**
+ **Health, wellness, and financial benefits to offer peace of mind to you and your family.**
+ **World-class facilities and the technology you need to thrive - in our offices or yours.**
**Job Summary**
SHI has an exciting opportunity to join its growing Financial Planning & Analysis (FP&A) Team.
Reporting to the FP&A Director, the Senior Financial Analyst - FP&A will support SHI's reporting & planning function with coverage of all group SHI business units and segments. The FP&A department is primarily responsible for maintaining financial models, forecasts, and annual plans for all aspects of SHI financials including P&L, Balance Sheet, and Cash Flow as well as Business Partnering with Senior stakeholders and Sales leaders. The Financial Analyst will be responsible for insights, analysis and recommendations. This includes producing standard monthly reporting packs and variance analysis. The ideal candidate will be experienced, data driven, analytical and ambitious.
**Role Description**
+ Analysis of results, key drivers and performance against KPI's; preparing variance commentary on revenue and gross profit, analysing customers, products, and sales segments to identify key drivers, highlight risks, and spot trends.
+ Preparation of month end reporting packs for senior leadership, sales leaders, and functional heads to support monthly and quarterly business reviews.
+ Prepare, maintain and publish P&L, Balance Sheet, and Cash Flow metrics for all business units and consolidations.
+ Ensure the integrity and quality control of financial data, implementing checks and balances as necessary; Business partnering within Finance to ensure accuracy of financial data.
+ Support development of business plans for current investments, KPIs, and all new projects.
+ Support Finance Transformation initiatives including new processes, software, and systems enhancements, automation of reports and process improvement
+ Ad hoc analysis as needed to answer key business questions.
**Behaviors and Competencies**
+ Data Analysis: Can apply complex analytical methods and algorithms for predictive modeling and can interpret and communicate the results effectively.
+ Digital Acumen: Can proactively seek out digital challenges, initiate digital projects, and contribute to innovative digital ideas.
+ Problem-Solving: Can proactively identify potential problems, initiate preventive measures, and propose and contribute to innovative solutions. Organization: Can effectively coordinate multiple projects, delegate tasks where appropriate, and employ advanced organizational tools and methods.
+ Time Management: Can consistently use time effectively, balance multiple tasks, and meet deadlines.
+ Multi-Tasking: Can proactively seek out challenges, initiate multiple projects, and contribute to innovative task management strategies.
+ Teamwork: Can lead a team effectively, facilitating cooperation, sharing information, and ensuring that all team members are able to contribute to their full potential.
+ Prioritization: Can proactively identify high-impact tasks, initiate action plans, and contribute to process improvements.
+ Detail-Oriented: Can manage complex tasks or projects, identifying errors or inconsistencies, and ensuring all details are addressed, necessary corrections are made, and quality is maintained.
+ Communication: Can effectively communicate complex ideas and information to diverse audiences and can facilitate effective communication between others.
+ Initiative: Can proactively seek out challenges, initiate projects, and contribute to innovative ideas.
+ Ethics: Can proactively seek out challenges, initiate projects, and contribute to maintaining an ethical work environment.
**Skill Level Requirements**
+ Effective communication, time management, presentation abilities.
+ Strong work ethic and high ability to communicate clearly with finance and non-finance professionals.
+ Innovative thinker and ability to solve problems with fresh ideas.
+ Structured approach; process oriented; able to prioritise.
+ Ability to work independently to develop and implement new processes, reports, models.
+ Industry/Global experience in IT, Tech, and reseller market a plus.
**Other Requirements**
+ Completed Bachelor's Degree in Accounting, Finance, or a related field required
+ Minimum of 5-8 years' financial analysis, modelling, processes (Budget, P&L, strategic planning) experience in a large corporate organisation.
+ Advanced certification such as ACCA, ACA, CIMA, MBA, or CPA preferred
Business working hours are Monday to Friday, 09:00 to 17:00 with a 30-minute lunch break. However due to the nature of the role, with its international reach and shared projects, working outside of these hours to service business needs will occur occasionally, and employees are expected to be readily available in these eventualities.
SHI UK is an equal opportunity employer and does not discriminate on the basis of race, religion, gender, sexual orientation, national origin, age, disability, or any other legally protected status. We encourage applications from all qualified candidates and we are dedicated to providing a fair and accessible recruitment process.
Equal Employment Opportunity - M/F/Disability/Protected Veteran Status

**About Pearson**
Learning is the most powerful force for change in the world. More than 20,000 Pearson employees deliver our products and services in nearly 200 countries, all working toward a common purpose - to help everyone achieve their potential through learning. We do that by providing high-quality, digital content and learning experiences, as well as assessments and qualifications that help people build their skills and grow with the world around them. We are the world's leading learning company. Learn more at pearsonplc.com
**About Pearson Financial Services (PFS)**
PFS is Pearson's centre of excellence for all FP&A and financial control activity. We partner with the business, Finance business partners and group reporting to provide outstanding financial support and service
**About the role**
Reporting to the Manager Financial Planning & Analysis (FP&A), the Financial Analyst will support the provision of a consolidated view of financial business performance and planning to business partnering teams across Pearson. This role will prepare and deliver financial planning and analysis to business areas enabling effective business decision making within Assessment and Qualifications. This role will also contribute to aspects of the budgeting and forecasting cycle.
The role will be hybrid with our offices based in central Belfast.
**Responsibilities include:**
+ Complete the processing of all technical responsibilities (see below) in a timely, efficient and accurate manner
+ Manage/perform the preparation of ad-hoc analysis / production of reports as requested to support accurate reporting and business decisions
+ Preparing variance analysis against performance targets.
+ Preparing monthly management reporting packs
+ Assist in providing value add financial analysis to Finance Business Partners
+ Manage the preparation of accruals / other adjustment journal entries as required.
+ Supporting in the Planning, Budgeting and Forecasting cycles through preparation of analyses and system loads working with the BPO team to complete in line with strict deadlines
+ Ensure team performance targets are met and service is delivered to end users as expected.
+ Take proactive involvement in determining and implementing best practices within PFS
+ Reconcile data between source ERPs and consolidated reporting tools (Oracle/Hyperion) and seek explanations for significant variances
+ Reviewing the output of our Bangalore based BPO team
+ Ad hoc reporting and analysis as required.
+ Identify opportunities for continuous process improvement and innovative solutions and communicate these to your line manager
+ Contribute to team effort and assist co-workers across PFS and all business divisions as needed to enable effective delivery.
+ Help to create a work atmosphere conducive to collaborative working
**About you**
If you are a part qualified or recently qualified accountant and are a self-starter looking to join a business where you can drive continuous improvement and continue to develop your financial skills then we would love to hear from you.
**_Essential skills / capabilities_**
+ A self-starter who is motivated to work under own initiative when required demonstrating initiative and sound judgement
+ Ability to manage Stakeholders effectively
+ Analytical/variance analysis skills, proven ability to review and analyse financial data and explain the results. Providing analysis to support decision making
+ Intermediate user of Microsoft Office suite, particularly Excel (v-lookups, sum-ifs, pivot tables etc.)
+ Strong verbal and written communication skills and the ability to effectively communicate with both finance and non-finance professionals
+ Experience of finance ERP systems (Oracle preferred but not essential)
+ Ability to work to strict financial deadlines and to be able to prioritise to meet those deadlines
+ A team player who is driven by customer service
**_Desirable skills / capabilities_**
+ Experience of planning, budgeting and forecasting and producing management information for decision making.
+ Advanced user of Microsoft Excel (Building macros, scripts, power queries and data models)
+ Experience working with and partnering with stakeholders in a large organisation
+ Ability to coordinate the delivery of multiple priorities in parallel across disparate teams and locations
+ Experience using Oracle and Hyperion systems and Smartview tools
**Your rewards & benefits**
We know you'll do great work, so we give a lot back with some of the best benefits in the business. We know one size doesn't fit all, so our workplace programs meet the different needs of our diverse teams, and their families, too. We offer:
+ A competitive salary
+ Flexible working
+ 25 days annual leave, which increases by 1 day each year up to 30 days (with the option to buy and sell up to 5 days per year on top of this)
+ A fantastic pension plan, where Pearson doubles what you contribute
+ Worldwide Save for Shares in Pearson
+ Other benefits, including private dental care, private medical insurance, digital GP service, season ticket loan, eye tests, cycle to work scheme, volunteering days, employee wellbeing assistance, discounted retail and leisure products, services from leading companies and much more. See our options here: Pearson Jobs - Benefits
**Who we are:**
At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.
Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing
**Job:** Finance
**Job Family:** ENTERPRISE
**Organization:** Corporate Finance
**Schedule:** FULL_TIME
**Workplace Type:** Hybrid
**Req ID:** 20643

Financial Advisor

Location: Taunton, Hybrid Working

Salary: Basic Salary up to £65,000 DOE with a generous bonus scheme. Achievable OTE of £00k year one and 60k year two onwards.

Are you a Financial Advisor looking for your next move?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Taunton? Our client is looking to recruit experienced Financial Advisors helping clients to reach their financial goals. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for new and existing clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning)
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills

How to Apply:

Please contact Marie McDermott on or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Financial Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to £65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for you next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply:

Please contact Marie McDermott on or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Chartered Financial Advisor

Location: Cambridge/Saffron Walden area

Salary: Very Competitive + Bonus + Benefits

Contract Type: Full-Time / Permanent, hybrid working.

About the Role as Chartered Financial Advisor:

Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or is very near to completing the level 6 qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base. , this role is essentially an Assistant Adviser role initially, while they work closely with a Senior Wealth Manager and gradually taking on clients from him, becoming an adviser in their own right. It is predominantly a Farming role rather than a Hunter (although any leads they obtain, and convert will be recognised). This is definitely a growth and development opportunity so we are looking for candidates who want to learn and develop the client management skills to complement their capability

Key Responsibilities for the Chartered Financial Adviser:

• Provide holistic financial planning and investment advice to individual and corporate clients.
• Build and maintain strong client relationships through regular reviews and proactive communication.
• Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
• Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
• Stay up to date with market trends, regulatory changes, and product developments.
• Maintain accurate records and ensure compliance with FCA regulations and company policies.

Requirements:

• Level 6 Chartered Financial Planner qualification (or actively working towards).
• Minimum Level 4 Diploma in Regulated Financial Planning.
• Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Commitment to continuous professional development.

What our clint offers:

• Competitive salary and performance-based bonus.
• Flexible working arrangements.
• Support for further qualifications and career progression.
• Access to cutting-edge financial planning tools and resources.
• Inclusive and collaborative company culture.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Financial Advisor

Location: Bristol, remote/hybrid Working

Salary: Basic Salary up to £65,000 DOE with a bonus scheme.

Are you a Financial Advisor looking for you next new opportunity?

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Bristol. Our client is looking to recruit a Level 4 qualified Financial Advisor helping HNW professionals to reach their financial goals. Ideally, they would desire a Chartered Financial Advisor.

Key Responsibilities required Financial Advisor:

• Assessing & identifying financial needs for HNW clients
• Conducting product research
• Implementing money laundering processes
• Providing holistic financial planning services
• Conducting lifestyle planning assessments
• Presenting financial recommendations to clients
• Conducting client financial reviews
• Keeping up to date with regulatory changes
• Networking with professional partners
• Contributing to marketing initiatives
• Maintaining an up-to-date Statement of Professional Standing
• Participating in ongoing CPD activities

Requirements for the Financial Advisor:

• Level 4 qualified (Diploma in Financial Planning) and/or on the way to level 6.
• Experience in an authorised financial planning role with competent adviser status
• Strong ambition and attention to detail
• Excellent communication and interpersonal skills
• Experience in working with HNW clients.

How to Apply:

Please contact Marie McDermott on or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** CANDIDATES MUST HOLD UK LEVEL 6 IN FINANCIAL ADVICE **

One of Quilter's partner firms who are based in Nottingham are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company. The role is on a hybrid basis with a minimum of 2 days per week in the office.

Responsibilities of the role

• Servicing of existing client bank (c50% capacity) which comprises business owners, managers, retirees and their family members.
• Working alongside existing solicitor and accountant introducers and nurturing these relationships.
• Networking locally with other professionals to identify clients within the firms target market.
• Partaking in network and team meetings including sharing knowledge and best practice to maintain CPD requirements.
• Fitting in to a small, established process-driven team.
• Sourcing own work as well as being provided with centrally sourced opportunities.

Skills required

• Client relationship development
• Team working
• Personal organisation

Knowledge preferred

Knowledge and direct experience with clients of:

• Cash flow modelling
• Later life and estate planning, including trusts
• Corporate advising including group schemes
• Working with accountants and solicitors

Benefits

Competitive basic salary in the range of £70-80k based on experience along with strong bonus structure.