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Financial Solutions Designer, Central London Filled

Industry Financial Services
Location London
Job Type Permanent
Date 19 May 2017

This is a great opportunity for a Financial Manager to join a top financial advisory firm based in the heart of London. You will become a part of their high flying, highly professional, international and dynamic team and will be given an opportunity to develop your career within the firm and corporate services field.

As a Financial Solutions Designer you will be responsible for developing internal businesses processes and procedures (using flow charts, process maps etc.), developing CRM infrastructure (Salesforce), drafting product description and preparing advanced presentations on financial products and services, preparing and analysing comprehensive business plans and financial modelling for various projects, providing thorough analytical research on various projects, assisting with ad-hoc projects such as  bond issue, investment fund creation and liaising with various third party service providers, assisting with drafting policies and any other ad hoc tasks as may be required.

You need to be/have:

  • Degree in Finance, Accounting or Business
  • At least 2+ years’ experience in business consulting, audit, finance
  • Excellence in developing business processes, financial modelling and business plans
  • Strong proficiency in creating presentations, process maps and structure charts
  • Knowledge of a financial/IFA/asset management business, its products and background CRM processes
  • Advanced Excel skills and Good level of IT literacy
  • Strong time management skills and the ability to multitask
  • Knowledge of Salesforce (or equivalent CRM system) is an advantage


If interested, please apply now!

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