Senior Financial Planning Specialist
2 weeks ago
**Financial Investment Analyst Role**
We are seeking a highly skilled and detail-oriented Senior Financial Planning Specialist to join our dynamic team at Performability Recruitment. In this key role, you will play a crucial part in ensuring accuracy and efficiency in investment services.
The successful candidate will be responsible for:
- Cost Calculation and Analysis: Accurately calculate and implement error corrections, respond to ad-hoc requests, and provide timely feedback on cost-related issues.
- Data Integrity: Conduct regular data integrity checks, including PAYE variance checks, base cost verifications, and tax directive reconciliations.
- Testing and Quality Assurance: Participate in testing exercises, log errors and bugs, and ensure that systems and processes function as expected.
- Problem-Solving: Investigate and resolve integration issues, data discrepancies, and system anomalies.
- Data Analysis: Utilize strong analytical skills to identify trends, anomalies, and potential risks within financial data.
- Continuous Improvement: Contribute to process improvement initiatives to enhance efficiency and accuracy.
In return for your expertise, we offer a competitive salary of approximately $65,000 - $85,000 per annum, commensurate with experience. This is a fantastic opportunity to grow your career in a dynamic environment with excellent opportunities for professional development.
To succeed in this role, you will need:
- Proven experience in investment and planning environments
- Strong proficiency in LISP programming language
- In-depth knowledge of financial services products and regulations
- Advanced Excel skills, including SQL for data manipulation and analysis
- Strong analytical and problem-solving abilities
- Attention to detail and accuracy
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
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