Senior financial analyst Work, Jobs in Calshot, Ham (with Salaries)

Operations Specialist
Simplify Consulting —Southampton
- Up to £90,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Life insurance
Quick apply
3d
Transformation Analyst
UHS Estates Ltd ( UEL ) —Southampton
- £49,387 - £56,515 a year
- Full-time
- Analysis skills
- Annual leave
- Employee discount
10d
Deputy Director of Intelligence
Hampshire and Isle of Wight ICB —Eastleigh
- £94,356 - £108,814 a year
- Full-time
- Management
- Analysis skills
- Employee discount
- Sick pay
4d
Senior Data Analyst
Hampshire County Council —Winchester
- £40,643 - £45,077 a year
- Temporary
- Hybrid work
- Microsoft Excel
- Azure
- SQL
- Annual leave
- Employee assistance programme
5d
Cost Analyst
Pall —Portsmouth
- Full-time
- Analysis skills
- In-person
Lead Cost Analyst
Lockheed Martin Corporation —Havant
- £65,000 - £81,000 a year
- Full-time
- Microsoft Office
- Project management
- University
- Employee assistance programme
- Employee discount
Finance Operation Analyst
Quilter —Southampton
- Full-time
- Communication skills
Data Analysis and Insight Lead
Hampshire County Council —Winchester
- £48,948 - £54,423 a year
- Hybrid work
- Data analysis skills
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
PMO Governance Analyst
Portsmouth Water —Havant
- £44,397 - £49,641 a year
- Analysis skills
- Project management
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Technical Analyst
Hampshire County Council —Winchester
- £40,643 - £45,077 a year
- Temporary
- Hybrid work
- Data analysis skills
- SQL
- Organisational skills
- Annual leave
- Employee assistance programme
11d
Senior Product Manager – Space
Critical Software —Southampton
- £64,000 - £99,000 a year
- Full-time
- Sales
- English
- Product management
- Employee assistance programme
Quick apply
13h
Senior Actuarial Analyst (Vitality Programme)
Vitality —Bournemouth
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
13d
Business Analysis Senior Associate
JPMorganChase —Bournemouth
- Full-time
- Customer service
- Data analysis skills
- Agile
13d
Payment Operations Transformation Project Manager Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Financial services
- Communication skills
Business Management Support Analyst (Part Time)
JPMorganChase —Bournemouth
- Part-time
- Analysis skills
- SharePoint
- Time management
Securities Services - Asset Servicing and Tax Product Development - Associate
JPMorganChase —Bournemouth
- Full-time
- Public speaking
- Project management
- Product management
Data Analyst (Part-Time – 1 Day Per Week)
Upham Inns Support Centre (Hampshire) —Havant
- Part-time
- Hospitality
- Microsoft Excel
- Hotel
Quick apply
Senior Cloud Security Engineer (SecOps / GCP)
Beyond —Portsmouth
- Full-time
- Hybrid work
- Azure
- AWS
- Financial services
- Annual leave
- Employee assistance programme
Quick apply

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Operations Specialist

Simplify Consulting
Southampton

Quick apply

Job details

Full-time
Up to £90,000 a year
3 days ago

Benefits

Casual dress
Company pension
Life insurance

Qualifications

Microsoft Powerpoint
Pension
Microsoft Excel
Business processes
Visio
Microsoft Office
Analysis skills
Presentation skills
Financial services
Root cause analysis
Requirements gathering
Leadership
Communication skills

Full job description

Job Overview

We are looking for an experienced Financial Services operations professional who combines deep operational expertise with strong change and transformation capability. The ideal candidate will have a proven track record of improving processes, enhancing customer outcomes and delivering operational change within Wealth Management, Insurance or broader Financial Services environments.

You will be comfortable acting as a Subject Matter Expert on client engagements, working closely with stakeholders at all levels to diagnose operational challenges, design practical solutions and support successful implementation. You will bring a consulting mindset, strong stakeholder management skills and the ability to balance strategic thinking with hands-on delivery. This role would suit an ambitious individual who enjoys solving complex business problems, influencing senior stakeholders and helping clients navigate operational transformation.

Summary of responsibilities

Operational excellence and process optimisation
Change delivery and SME leadership
Client engagement and customer experience improvement

Candidates must be flexible and prepared to travel to Southampton Office and nationally to client sites.

Typical Responsibilities include:

Analyse, design and optimise operational processes across client engagements to improve efficiency, control effectiveness and customer outcomes.
Act as a Subject Matter Expert on operational models, processes, systems and regulatory requirements within Financial Services.
Support the delivery of business transformation, target operating model and change programmes, providing operational expertise throughout the project lifecycle.
Identify process inefficiencies, control gaps and operational risks, developing practical recommendations that deliver measurable improvements.
Work closely with client stakeholders to understand business challenges and translate requirements into effective operational solutions.
Lead operational workstreams within larger transformation programmes, managing activities, dependencies and stakeholder engagement.
Conduct current-state and future-state process assessments, including process mapping, root cause analysis and impact assessments.
Drive continuous improvement initiatives to enhance service delivery, operational performance and customer experience.
Ensure operational processes align with regulatory expectations, internal controls and industry best practice.
Support the implementation of new systems, technologies and operating models, including process redesign, testing and business readiness activities.
Use data and operational metrics to identify trends, monitor performance and support evidence-based decision making.
Facilitate workshops and working sessions with clients to gather requirements, validate solutions and build stakeholder consensus.
Build trusted relationships with client teams and contribute to the successful delivery of consultancy engagements.
Collaborate with cross-functional teams including Operations, Risk, Compliance, Technology and Change functions to achieve programme objectives.
Contribute to business development activities by supporting proposals, client presentations and thought leadership initiatives where appropriate.
Act as a trusted adviser to client leadership teams, providing expert insight on operational strategy, process improvement and transformation opportunities across Financial Services organisations.

Essential Experience

5+ years' experience in Financial Services operations, operational change or business transformation.
Demonstrable experience leading or supporting operational improvement initiatives and change programmes.
Strong understanding of end-to-end operational processes within Financial Services organisations.
Experience working as a Subject Matter Expert, Business Analyst, Operations Lead or similar role on transformation programmes.
Proven ability to analyse business processes and identify opportunities for efficiency, control and customer experience improvements.
Experience engaging with senior stakeholders and presenting recommendations in a clear and credible manner.
Experience facilitating workshops, gathering requirements and translating business needs into operational solutions.
Strong understanding of operational risk, controls and governance frameworks.
Experience working across multiple stakeholders, functions and priorities within complex organisations.
Ability to manage workstreams independently while contributing effectively within wider programme teams.

Essential Knowledge and Skills

Strong knowledge of Financial Services operational models, processes and customer journeys.
Understanding of regulatory requirements and conduct expectations within Financial Services.
Excellent problem-solving and analytical skills with a structured approach to decision making.
Strong process mapping and process improvement capability.
Ability to interpret operational data and performance metrics to support recommendations.
Excellent written and verbal communication skills.
Strong stakeholder management and relationship-building capability.
Ability to balance attention to detail with broader strategic objectives.
Commercial awareness and client-focused mindset.
Proficiency in Microsoft Office applications, particularly Excel, PowerPoint and Visio.

Preferred Experience

Experience within Wealth Management, Financial Advice, Platforms, Pensions, Investments or Insurance.
Previous consulting experience or experience working in a client-facing delivery environment.
Experience supporting target operating model design and implementation.
Exposure to digital transformation, automation or operational technology deployments.
Knowledge of industry methodologies such as Lean, Six Sigma, Agile or Scrum.
Relevant professional qualifications within Financial Services, Change Management or Project Delivery.

Personal Attributes

Highly motivated, ambitious and self-driven.
Naturally curious with a continuous improvement mindset.
Confident influencing stakeholders at all levels.
Collaborative and team-oriented whilst comfortable working autonomously.
Resilient and adaptable in fast-paced client environments.
Pragmatic problem solver with a focus on delivering measurable outcomes.
Strong sense of accountability and ownership.

Pay: Up to £90,000.00 per year

Benefits:

Casual dress
Company pension
Life insurance

Application question(s):

Are you flexible with travel and prepared to travel to Southampton Office and nationally to client sites as required. (typically its 3 days either in the office or on client site (Nationally) and 2 days from home.)

Work Location: Hybrid remote in Southampton SO15 2BG

Quick apply

Refine Your Search

senior financial analyst jobs in calshot, ham

Operations Specialist

Transformation Analyst

Deputy Director of Intelligence

Senior Data Analyst

Cost Analyst

Lead Cost Analyst

Finance Operation Analyst

Data Analysis and Insight Lead

PMO Governance Analyst

Technical Analyst

Senior Product Manager – Space

Senior Actuarial Analyst (Vitality Programme)

Business Analysis Senior Associate

Payment Operations Transformation Project Manager Associate

Business Management Support Analyst (Part Time)

Securities Services - Asset Servicing and Tax Product Development - Associate

Data Analyst (Part-Time – 1 Day Per Week)

Senior Cloud Security Engineer (SecOps / GCP)

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