6 Financial Services jobs in Milton Keynes

• Develop, implement, and validate risk models (e.g., credit risk, market risk, operational risk)
• Conduct scenario analysis and stress testing to assess capital adequacy and resilience
• Monitor key risk indicators (KRIs) and develop early warning systems
• Prepare detailed risk reports for senior management, the board, and regulators
• Contribute to the enhancement of the company's risk management framework and policies
• Liaise with internal and external auditors and regulatory authorities
• Provide training and guidance on risk management principles to staff

• Master's degree in Finance, Economics, Statistics, or a related quantitative field
• 5+ years of experience in risk management, preferably within the financial services or insurance sector
• Proficiency in statistical software (e.g., R, Python, SAS) and data analysis tools
• Strong knowledge of relevant regulatory requirements (e.g., Solvency II, Basel III)
• Excellent analytical, problem-solving, and communication skills
• Experience with financial modeling and data visualization

• Assist in financial data collection, analysis, and interpretation.
• Support senior analysts in preparing financial reports and presentations.
• Conduct market research and gather economic data.
• Learn and apply financial modeling techniques.
• Contribute to risk assessment and management processes.
• Utilize financial databases and analytical software.
• Collaborate with team members on various analytical projects.
• Participate in a comprehensive graduate training program.

• Recent graduate with a degree in Finance, Economics, Mathematics, or a related field.
• Strong analytical and quantitative skills.
• Proficiency in Microsoft Excel and other relevant software.
• Excellent problem-solving abilities and attention to detail.
• Good communication and interpersonal skills.
• Ability to work effectively in a team environment.
• Enthusiasm for the financial services industry.
• Proactive attitude towards learning and development.

The Role:   I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1)). Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Person:   The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided.  They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed).

The Company:   Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999.

Financial Planning Assistant (Client Relationship Manager, Adviser Support, IFA Administrator), responsibilities include:

• Supporting the Financial Planners with delivering an exception financial planning service to clients.
• Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio.
• Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching  clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies.
• Processing new business application forms, proposals and supporting documentation.
• Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.).
• Producing management information and recording and updating all client information on the back-office system.
• General administration and project work, supporting with the development of the firm’s standard operating procedures.

Financial Planning Assistant (Client Relationship Manager, Adviser Support, IFA Administrator)), skills and experience required:

• Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate).
• Intelligent, ambitious, proactive, embracing of change and keen to learn.
• A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
• Professional appearance, confident manner and exceptional communication skills, both verbal and written.
• Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.
• Analytical, excellent administrative and organisational skills and a keen eye for detail.
• Strong technology and mathematical aptitude, proficient with MS Office.
• A strong team player who is keen to participate fully in the successful operation of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant (Client Relationship Manager, Adviser Support, IFA Administrator) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Head of Financial Planning & Analysis

£90,000 - £10,000 + Car allowance, Bonus & Benefits

Are you a senior finance leader with an emphasis on FP&A and long term strategic planning?

Aila is exclusively partnered with our longstanding client who has constantly been recognised for their awards and offers an excellent environment for you to excel.

About the Company:

• 11 years in Sunday Times 100 Best Companies to Work For
• ~ 00m turnover, leading British Manufacturing business
• The leader in its field with two separate businesses in the Group
• Strong Employee Value Proposition & sustainably focused

The Role:

The Group FP&A team are financial business partners to the senior managers within the Group and are responsible for preparing tailored financial reporting and analysis, including monthly management accounts, analysis of business performance, annual budgets and 5-year plans.

You will manage this team, reporting to the Group CFO and take lead in delivering this as well as implementing a new global planning & reporting tool.

This is a senior Finance role that is both strategic and “hands on” in preparing global financial reporting and developing appropriate analysis to facilitate effective decision making within the business.

Key Responsibilities:

• Manage and prepare the consolidated Group management accounts packs and support analysis to agreed deadlines and quality standard
• Prepare tailored monthly reporting including insightful commercial analysis of concise commentary on business performance, KPIs and trends globally (sales, margins, manufacturing, overheads and working capital) to facilitate effective decision making within the business
• People manage all the management accountants on the FP&A team
• Working with the Group IT team, complete the implementation of a new global financial planning and management accounts reporting system
• Prepare the monthly reporting timetable and coordinate achievement of the deadlines
• Prepare monthly P&L forecasts
• Coordinate the budget processes and prepare timely and accurate consolidated information packs and analysis
• Prepare timely and accurate consolidated information packs and analysis for the 5 Year Plan
• Act as Business Partner to support & hold accountable Operational and Commercial stakeholders to meet financial targets for the business.
• Support decision making by Group CFO and CEO with data and KPIs.

The Ideal Candidate:

• Qualified CIMA/ACCA/ACA Accountant with at least 10 years’ experience in FP&A
• Previous effective management of a month end FP&A team
• Experience in a complex global and constantly evolving commercial environment
• Managing comprehensive budget process for a complex global business
• Experience in a manufacturing, engineering or product-based business
• Advanced Excel skills and the ability to implement a new reporting tool

What they Offer:

• Competitive salary: £90,00 - 10,000
• Car Allowance: ,000
• Enhanced pension
• Share Incentive Plan
• 25 days holiday, Healthcare & Life Insurance
• Comprehensive benefits package
• Hybrid working (2-3 days in Letchworth)

How to Apply:

We want to hear from you if you're excited about this opportunity and believe you have what it takes to excel in this role. Apply now for further information.

About Aila Recruitment:

Aila is a specialist finance recruitment business dedicated to providing the best jobs to the best people. We operate as an extended arm of our client's business and a career coach for our candidates' ongoing development.

Not quite the right role for you?

Contact us to discuss other opportunities and start a partnership with a finance agency that puts you first.

P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR – OLNEY – 30-35K pro-rota

A great opportunity has arisen to work for a family business based in Olney, where they are big enough to cope but small enough to care.  They have a great client base and due to expansion are looking for an administrator to join their team.

Daily duties are likely to involve:-

• Answering the phones and general administration
• Processing letters of authority/new business
• Providing support to the advisers
• Take part in meetings with providers
• Take responsibility for preparing and maintaining detailed client files and records.
• Ensure the highest compliance and organisational standards are maintained.

In return, what we need from you:-

• Flexible attitude with great communication skills
• Basic knowledge of financial services industry, wealth management or similar
• Some familiarity with industry regulations and quality standards
• Solid computer skills, including Microsoft Office and relational databases and software.
• Team player, excellent verbal and written communication skills
• Use of initiative along with exceptional client service levels
• Willingness to learn the business and grow with the company
• This role is subject to satisfactory references and the necessary credit checks due to the nature of the industry

What is in it for you?

• Flexible hours, this can be between 16 – 20 hours per week but please note this is in the office, not remote or hybrid working
• Flexible on the days/hours you work.  So although this will need to be confirmed from the outset, it could be two full days, or three days, e.g 10am – 3pm so it can be worked around any commitments you may have.
• Opportunity to work for a well established organisation
• Free onsite parking.

We envisage this role to start sometime in November or early December so interviews are likely to be scheduled over the next couple of weeks so that the ideal candidate can give notice if needed.

So, if you are interested and want an immediate opportunity, please apply immediately with your cv

Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv’s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion. 

This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business.