Financial advisor Work, Jobs in Frome, Som (with Salaries)

Financial Performance & Insight Analyst
National Trust —Trowbridge
- £36,621 a year
- Full-time
- Microsoft Office
- Analysis skills
- Presentation skills
- Free parking
- Employee assistance programme
3d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
12d
Financial Controller
Avalon Sciences Ltd —Somerton
- £65,000 - £75,000 a year
- Full-time
- In-person
- Communication skills
- Flexible schedule
Quick apply
5d
Part Time Personal Assistant
Curious Universe UK Limited —Bath
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Flexitime
- Work from home
Quick apply
Mortgage Advisor
The Mortgage Experts —Trowbridge
- £60,000 - £100,000 a year
- Remote
Insurance Advisor
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
- Banking
13d
People Business Partner
Wealthtime —Bath
- Full-time
- Hybrid work
- Management
- Financial services
Adviser Support
Clifton Wealth Partnership —Bristol
- £26,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
2d
Legal Advisor
RAC —Bristol
- Up to £28,000 a year
- Master's degree
- Contracts
- Communication skills
- Annual leave
- Flexible schedule
14d
Retail Travel Advisor
TUI —Midsomer Norton
- From £13.09 an hour
- Part-time
- Customer service
- Employee discount
8d
IFA Administrator
CMD Recruitment —Bristol
- £25,000 - £32,000 a year
5d
VodafoneThree - Senior Legal Counsel
Vodafone —Bristol
- Full-time
- Hybrid work
- Negotiation
- Employee discount
HSE Advisor
Leonardo UK Ltd —Yeovil
- £44,000 - £46,000 a year
- Full-time
- Hybrid work
- Communication skills
- Flexible schedule
- Referral programme
5d
Buyer
Callen-Lenz —Salisbury
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Travel
- Communication skills
- Negotiation
- Annual leave
Relationship Manager, Healthcare- Bristol & South West
Lloyds Banking Group —Bristol
- £61,344 - £68,160 a year
- Full-time
- Hybrid work
- Sales
- Travel
- Communication skills
8h
Director, Global Workforce Administration
Ball Corporation —Devizes
- £147,200 - £250,300 a year
- Master's degree
- Analysis skills
- Bachelor's degree
Quick apply
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
5d
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
6d
Credit Risk Manager
Buro Happold —Bath
- Hybrid work
- Management
- Data analysis skills
- Analysis skills
- Employee assistance programme
- Employee discount

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Financial Performance & Insight Analyst

National Trust -
Trowbridge

Apply Now

Job details

Permanent | Full-time
£36,621 a year
3 days ago

Benefits

Free parking
Season ticket loan
Company pension
Discounted gym membership
Employee assistance programme
Employee discount
Car scheme

Qualifications

Managerial accounting
Alteryx
Microsoft Office
Tableau
Analysis skills
Presentation skills
Data management
IT
Communication skills
AAT

Full job description

We’re looking for a Financial Performance and Insight Analysts to join our Financial Insight and Planning Team.

We’re a large complex charity but the basic model upon which it runs is simple, we provide people with access to beautiful or historic places that provide physical and spiritual refreshment, people join, visit and donate money which is invested in conservation and access. It is a virtuous circle. The more income we generate, the more we can spend on the places that support strategic decisions.

What it's like to work here:You’ll be joining a collaborative, forward-thinking Financial Performance & Insight function that sits at the centre of the organisation, supporting teams across finance, strategy, IT and operations. We’re focused on creating a culture of data-driven decision making, continuous improvement and strong financial governance, working together to ensure high-quality insight underpins how the organisation plans for both the short and long term.

Your contractual location will be our Financial Service Centre in Trowbridge and there will be an expectation for you to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40-60% of your working week. This will be discussed in more detail at interview.

What you'll be doing:You’ll lead the delivery of high-quality, Trust wide financial reporting, forecasting and strategic insight that supports Executive and Board Level decision making. As a key member of the Financial Performance and Insight Reporting team, you’ll own key reporting processes, act as a trusted advisor to senior stakeholders and drive continuous improvement in financial insight capabilities. Ultimately, you’ll be supporting in decision making that influences the financial running of properties, places and outdoor spaces – now and setting up foundations well for the longer term.

You can view the full role profile for this role in the document attached. You don't need to have all of the knowledge, skills and experience listed in the role profile; this is just to provide a full picture of what’s possible in this role.

Who we're looking forStrong understanding of finance systems and management accounting, with AAT qualification or equivalent experience
Proven ability to translate complex financial data into clear, actionable insight within large organisations
Excellent numerical and analytical skills, with a high level of accuracy and attention to detail
Strong IT and data management skills, including proficiency in MS Office, Alteryx, and Tableau
Confident communicator, able to engage and influence a wide range of stakeholders through clear written and verbal communication
Well-organised, with the ability to prioritise workload and meet tight deadlines
Experience delivering strategic financial insight and presenting to senior leadership to support decision-making

The packageThe National Trust has the motto ‘For everyone, for ever’ at its heart. We’re working hard to create an inclusive culture, where everyone feels they belong. It’s important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we’re for everyone, we want everyone to be welcome in our teams too.

Substantial pension scheme of up to 10% basic salary

Free entry to National Trust places for you, a guest and your children (under 18)

Rental deposit loan scheme

Season ticket loan

EV car lease scheme (for roles that meet the salary criteria)

Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts

Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.

Flexible working whenever possible

Employee assistance programme

Free parking at most Trust places

Requirements :Compliance.Eligibility to Work in the UK
Permanent f/t (37.5 hrs pw)

Apply Now

Refine Your Search

financial advisor jobs in frome, som

Financial Performance & Insight Analyst

Trainee Financial Adviser

Financial Controller

Part Time Personal Assistant

Mortgage Advisor

Insurance Advisor

RBC Brewin Dolphin - Wealth Manager - West of England

People Business Partner

Adviser Support

Legal Advisor

Retail Travel Advisor

IFA Administrator

VodafoneThree - Senior Legal Counsel

HSE Advisor

Buyer

Relationship Manager, Healthcare- Bristol & South West

Director, Global Workforce Administration

Assistant Client Manager x2

Wealth Paraplanner

Credit Risk Manager

I want to receive the latest job alerts for financial advisor in frome, som

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