MI & Performance Analyst

  • Aztec West
  • from 30000 to 35000
  • Contract

Are you looking for a data-focused role? Do you have prior analytical experience in the financial services industry?

Our client, a leading Wealth Management firm, is looking for a MI & Performance Analyst to join their Bristol team.

Your responsibilities:

  • Monitor daily real-time operations delivery performance
  • Identify trends and insights for escalation and improvement purposes
  • Review and interpret reporting inputs according to regulatory obligations and agreed service KPIs
  • Provide expertise to facilitate understanding of BAU change impact on 1st Line Oversight
  • Identify root causes and evaluate regulatory and process implications
  • Support analysis and resolution of performance or service failures
  • Assist in implementing changes and improvements, including supporting key suppliers
  • Prepare performance reports for Governance Committees/Forums

Your skills and experience:

  • Expert in current process delivery, SLAs, and operational efficiency
  • Some knowledge of regulations such as: CGT, Corporate Events, APS, Probate, Vulnerable Clients, CASS, COB’s, MiFiR, and Tax
  • Skilled in process control monitoring, effectiveness review, improvement identification, and change implementation
  • Proficient in issue and breach notification, reporting, and project support
  • Organised, efficient, with strong prioritisation and task execution
  • Experience in financial services with a strong operational background and proven process improvement abilities

If this sounds like you, please apply today.

Apply for MI & Performance Analyst:

    HR Policies and Governance Specialist

    • Hertfordshire
    • from 45000 to 53000
    • Contract

    Do you have excellent HR Policies experience? Are you looking to further your knowledge in a varied and specialist role?

    About the role:

    Our client, a leading provider of Group Insurance, is looking for a HR Policies and Governance Specialist on a 12 month FTC to join their friendly and collaborative People Strategy, Design & Governance team in either their Bristol/London/Hertfordshire office.

    Your Responsibilities:

    • Benchmark current policies against market practice to drive forward looking and ambitious people policies
    • Partner with colleagues and People Services to educate colleagues on good employment practices
    • Lead on the development of people related policies for the UK business, develop new policies where necessary to reflect changing employment practices
    • Providing support for SM&CR related tasks which may include producing MI, composing assessments, supporting the delivery of training
    • Supporting the PS Governance Partner and broader PS function (where required) to ensure that all risk events and breaches are recorded in a timely manner

    Your Skills:

    • Experience of building people policies and a good understanding of the employment legislation associated with people policies
    • Commercially minded and an understanding of the financial impacts of policies and procedures
    • Understanding of regulatory requirements including SM&CR and Solvency II Remuneration requirements
    • Intermediate Excel user with strong IT skills
    • Ideally educated to degree level or equivalent experience in the industry
    • Membership of the CIPD would be an advantage

    If this sounds like you, please get in touch!

    Apply for HR Policies and Governance Specialist:

      Adviser Support Consultant

      • Bristol
      • from 25000 to 30000
      • Permanent

      Do you have experience in adviser support in a wealth management or wealth platform firm?

      Our client, a growing wealth platform, are looking for an Adviser Support Specialist to join their Bristol based team.

      Responsibilities include

      • Resolve adviser queries over the phone and email, and work proactively to enable them to become self sufficient on the platform
      • Deal with administrative tasks relating to the platform
      • Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result
      • Keep up to date with industry regulations and changes 

      About you

      • Strong knowledge of products in the UK financial services industry, including ISAs and Pensions
      • Experience within a client facing role, and focus on customer service
      • Proactive mindset
      • Outstanding communication skills, with a professional demeanour
      • Strong attention to detail and ability to prioritise

      Please apply today to be considered for this role.

      Apply for Adviser Support Consultant:

        Technical Compensation Specialist

        • Hertfordshire
        • from 40000 to 58000
        • Contract

        Do you have the ability to interpret large datasets with knowledge of financial services regulatory environment? 

        Our client, a leading provider of Group Insurance, is looking for a Technical Compensation Specialist to join their team in Potters Bar, Hertfordshire.

        Your responsibilities:

        • Maintain and update the Compensation and Variable Pay (CVP) module in SuccessFactors
        • Act as a subject-matter expert on CVP system and processes, ensuring thorough testing of updates and improvements
        • Champion continuous improvement initiatives for the CVP module, integrating lessons learned and enhancing processes during year-end salary and bonus reviews
        • Plan and document system changes and enhancements with clear lead times, involving Reward and wider People Strategy Systems teams
        • Manage data integrity of the CVP system, collaborating with UK and European teams to prevent impacts on dependent modules
        • Identify and resolve data anomalies, ensuring accurate and up-to-date information for informed pay decisions
        • Generate regular reports and extract data from CVP, providing insights on internal and external compensation data

        Your Skills:

        • Experience in HR systems or HR reward roles within a centre of excellence HR model
        • Strong analytical and numerical skills
        • Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word), including vlookups, Pivot tables, Index Matching, IF/SUM formulas
        • Ability to manage and interpret large datasets; familiarity with Power BI preferred
        • Previous experience with SAP SuccessFactors (specifically CVP) and expertise in system and process improvements
        • Familiarity with JIRA, Confluence, or other HRIS ticketing systems
        • Detailed approach to data management with a commitment to confidentiality
        • Positive collaboration with colleagues and stakeholders
        • Ability to work effectively in virtual teams across multiple locations
        • Demonstrated sound judgment in issue escalation and seeking support
        • Clear and effective communication across all management levels
        • Thorough understanding of financial services regulatory environment
        • Systematic work approach ensuring quality outputs and meeting timelines

        If this sounds like you, please apply today.

        Apply for Technical Compensation Specialist:

          Senior Operations Analyst (Trading)

          • Bath
          • from 40000
          • Permanent

          Are you a hands-on Senior Operations Professional with expertise in Investment Administration and all things Trading related?

          Our client, a growing embedded Investment Platform, is seeking a Senior Operations Analyst to join their Trading team on a full-time permanent basis in Bath.

          About the role:

          • Monitoring, organising and overseeing day to day team outcomes, and reporting on day to day activity
          • Using industry knowledge in trading, CASS and investment administration to own processes and controls, challenge and suggest improvements
          • Working with Customer and wider team of Senior Analysts to coordinate areas to create swift service outcomes
          • Operating, monitoring and active escalation of control environment
          • Technical and process coaching of wider team members
          • Working closely with the Delivery Lead to deliver against team wide tech and operational outcomes

          About you:

          • You have deep knowledge of trading (including fund and exchange-traded instruments, custody, and CASS) and Investment Administration (such as dividends, corporate actions, and CREST)
          • A self starter with excellent problem solving skills
          • Organised and proactive
          • Good interpersonal and relationship building skills, and can bring people together to achieve objectives
          • Excellent communication skills 

          If this sounds like you, please apply today.

          Apply for Senior Operations Analyst (Trading):

            Investment Administrator

            • Bristol
            • from 22000 to 24000
            • Permanent

            Do you have administration experience? Are you organised and have a ‘can do’ attitude?

            Our client, an award winning investment and technology firm, are looking for an Investment Administration Associate to join their Client Administration Team.

            Responsibilities include

            • Processes new business applications
            • Deal with post and emails in and out of the business
            • Client administration including but not limited to change of details, direct debit set ups, withdrawals, registering power of attorney
            • Provide outstanding customer service to clients and advisers

            About you

            • Well organised
            • Self-reliant, good problem solver, results oriented
            • Energetic, collaborative, and proactive
            • Good communication skills
            • Familiarity with Microsoft Office, including strong Excel knowledge
            • Experience in a similar administration based role (desirable)
            • An understanding of ISA and SIPP regulations (desirable)

            About the Firm:

            • Multi award winning technology and financial services business – multiple Gold awards for client service and recently secured a national award for the business
            • Extensive benefits package including a wellness subsidy, volunteer leave (3 days per year), discretionary bonus and substantial pension
            • Modern offices in central Bristol offering open plan working, break out pods, games areas and a wellbeing room

            If you would like to be considered for this role, please apply today.

            Apply for Investment Administrator:

              Compliance Manager

              • Bristol
              • from 55000
              • Permanent

              Do you have knowledge and understanding of FCA principles with a excellent attention to detail? 

              Our client, a wealth management and financial well-being firm, are looking for a Compliance Manager to join their Bristol team.

              Your Responsibilities:

              • Monitor regulatory environment, recommend, and implement solutions for investment management
              • Provide advice on asset management issues, investment restrictions, and fund regulations
              • Prepare regulatory MI, draft reports, approve financial promotions, and ensure compliance
              • Update compliance policies and monitor portfolio management systems
              • Provide compliance advice on investment platform issues, collaborate with teams to minimise regulatory risk and ensure good customer outcomes
              • Investigate and resolve FCA Rule breaches, conduct market abuse surveillance, and document all compliance activities

              Your Skills:

              • Strong knowledge of FCA principles, especially Consumer Duty, and the UK regulatory framework (MiFID, COBS, MAR)
              • Understanding of FCA systems & controls for retail platforms; basic GDPR knowledge
              • Competent Excel skills (e.g., pivot tables, VLOOKUPs)
              • Knowledge of dealing, custody, and client assets
              • Experience to know when to escalate issues, think critically, and challenge effectively
              • High attention to detail

              If this sounds like you, please apply today.

              Apply for Compliance Manager:

                Data Analytics SME (Internal Audit Team)

                • Hertfordshire
                • from 57000
                • Permanent

                Do you have experience with large data sets? Are you able to efficiently manipulate and extract data?

                Our client, a leading provider of Group Insurance, is looking for a Data Analytics SME to join their friendly and collaborative Internal Audit team in their Hertfordshire office.

                Your responsibilities:

                • Map data structures for CLUK businesses
                • Support internal audit plan development through data analysis to identify key risks
                • Develop, test, and launch continuous auditing using data-driven testing
                • Collaborate with the CLUK Internal Audit team 
                • Identify audits where data-driven testing can enhance delivery
                • Develop and implement testing approaches
                • Provide insights to support audit opinions
                • Actively participate in the global Data Analytics Community of Practice
                • Develop and deliver training on data analytics tools and techniques to support team development
                • Explore the integration of AI with current data analytics tool

                Your Skills:

                • Desire for continuous learning and development
                • Critical and broad thinking in understanding business data and its context
                • Problem-solving skills to identify data sources for audit plan development and engagement delivery
                • Knowledge of project disciplines for delivering data analytics strategy and audit engagements
                • Effective communication skills to simplify complex issues
                • Proficiency in data analysis tools and techniques, Power BI, IDEA, Salesforce, Tableau, and advanced Excel skills

                If this sounds like you, please apply today.

                Apply for Data Analytics SME (Internal Audit Team):

                  Regulatory Reporting Analyst

                  • Hertfordshire
                  • from 35000 to 47000
                  • Contract

                  Are you a driven with a proactive attitude? Do you have excellent analysis skills?

                  Our client, a leading provider of Group Insurance, is looking for a Regulatory Reporting Analyst to join their team.

                  Your responsibilities will include:

                  • Coordinate compliance reporting for the Director of Compliance and Regulatory Affairs
                  • Prepare CCO reports for Executive Committees, Board, and Lifeco
                  • Agree on templates and assign responsibilities in advance
                  • Set clear expectations for content approach and deadlines
                  • Standardise formats and language where possible
                  • Ensure reports meet professional look and feel expectations
                  • Manage key stakeholders
                  • Maintain a reporting calendar to meet deadlines and efficiently reuse materials

                  Your skills:

                  • Excellent organisational skills and attention to detail
                  • Awareness of regulatory environment and requirements
                  • Ability to organise workloads for self and others, meeting demanding and changing priorities
                  • Problem-solving skills with pragmatic solutions and improvements
                  • Good analytical and report writing skills, proficient in MS Word, Excel, and PowerPoint
                  • Strong communication skills, presenting information clearly and timely
                  • Ability to communicate effectively up to Executive level
                  • Capable of effectively challenging once standards and expectations are understood
                  • Flexible and willing to travel to other office locations

                  If this sounds like you, please apply today.

                  Apply for Regulatory Reporting Analyst:

                    Investment Admin Associate

                    • Bristol
                    • from 22000 to 24000
                    • Permanent

                    Do you have administration experience? Are you organised and have a ‘can do’ attitude?

                    Our client, an award winning investment and technology firm, are looking for an Investment Administration Associate to join their Transfers Team.

                    Responsibilities include

                    • Processes new business applications
                    • Deal with post and emails in and out of the business
                    • Client administration including but not limited to change of details, direct debit set ups, withdrawals, registering power of attorney
                    • Provide outstanding customer service to clients and advisers

                    About you

                    • Well organised
                    • Self-reliant, good problem solver, results oriented
                    • Energetic, collaborative, and proactive
                    • Good communication skills
                    • Familiarity with Microsoft Office, including strong Excel knowledge
                    • Experience in a similar administration based role (desirable)
                    • An understanding of ISA and SIPP regulations (desirable)

                    About the Firm:

                    • Multi award winning technology and financial services business – multiple Gold awards for client service and recently secured a national award for the business
                    • Extensive benefits package including a wellness subsidy, volunteer leave (3 days per year), discretionary bonus and substantial pension
                    • Modern offices in central Bristol offering open plan working, break out pods, games areas and a wellbeing room

                    If you would like to be considered for this role, please apply today.

                    Apply for Investment Admin Associate: