Financial planning analyst Work, Jobs in Tendring, Oxf (with Salaries)

Underwriter/Credit Analyst - Full Time Office Based
Moorgate Finance Ltd —Towcester
- £27,500 - £35,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Free parking
- Employee discount
Quick apply
12d
Business Planning & Analysis Analyst
VoCoVo —Chipping Norton
- £48,000 - £60,000 a year
- Hybrid work
- Microsoft Excel
- Analysis skills
- Employee assistance programme
- Sick pay
FP&A Analyst
Oxford Photovoltaics Limited —Yarnton
- Full-time
- Microsoft Excel
- Analysis skills
- Travel
Quick apply
Business Officer
NHS Thames Valley Integrated Care Board —Oxford
- £32,073 - £39,043 a year
- Full-time
- Annual leave
6d
Operations Analyst
UPS —Leighton Buzzard
- Full-time
- Microsoft Excel
4d
Reward and Data Analyst
Marshall Motor Group —Milton Keynes
- £40,000 - £50,000 a year
- Monday to Friday
- Analysis skills
- Human resources
- Communication skills
- Annual leave
- Employee discount
Quick apply
Commercial Analyst
Type One Energy —Abingdon
- Full-time
- Hybrid work
- Microsoft Excel
- Engineering
- Master's degree
Quick apply
Project Manager
Solifi —Milton Keynes
- Up to £2,500 a week
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Project management
- Free parking
- Life insurance
Salesforce Technical Lead
Association for Project Management —Princes Risborough
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- No degree
- Free parking
- Annual leave
Quick apply
Software Full Stack Support/Developer
Unisys —Milton Keynes
- Full-time
- Hybrid work
- Azure
- Bachelor's degree
- JavaScript
- Annual leave

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financial planning analyst jobs near tendring, oxf

Underwriter/Credit Analyst - Full Time Office Based

Moorgate Finance Ltd
Towcester

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Job details

Permanent | Full-time
£27,500 - £35,000 a year
12 days ago

Benefits

Free parking
On-site gym
Financial planning services
Company pension
Company events
Private medical insurance
Employee discount
Gym membership
Life insurance
Referral programme
On-site parking

Qualifications

Driving Licence
Microsoft Excel
Microsoft Outlook
Underwriting
Sales
Windows
Microsoft Office
Numeracy
Data entry
Communication skills
Time management

Full job description

Job Description – Underwriter/Credit Placement

The Company

Moorgate Finance Ltd specialises in providing finance to support business growth, in a wide range of industry sectors including Motorsport, Construction, Logistics, and Agriculture.

We are a dynamic company with a team of Account Managers and appointed representatives. Our offices are just outside of Towcester with an on-site gym membership, café, lake, and woodland.

We pride ourselves on being service-driven, are passionate about our reputation, and are seeking talented, motivated, and bright people to help us grow and to continue challenging the perceptions of finance professionals.

Role Objective

The Credit Placement Executive manages and places business with our 70+ lending partners, ensuring sales submissions are matched to the most suitable lenders. The role involves relationship management, accurate assessment of proposals, and supporting the development of financial products.

This role primarily focuses on unsecured lending and asset finance. Knowledge of reading accounts, management information, business forecasts, and bank statements is desirable. Full training will be provided to help experienced underwriters adapt to our products and processes.

Key Responsibilities

· Assessing financial proposals submitted by the sales team

· Amending proposals and sending them promptly to the appropriate lender to improve acceptances and returns

· Communicating with lenders via telephone and in person

· Negotiating with lending partners to secure the best terms for customers

· Maintaining accurate records of proposals in our CRM system

· Helping meet company targets and increase revenue

· Controlling where the volume of business is placed in the funding market

· Developing relationships with partners to grow business

· Supporting the development of financial products and communicating these with the sales team

Skills, Knowledge & Experience

· Competence with Microsoft Windows, Office 365, and internet-based systems

· Experience with data entry and maintaining accurate records

· Strong Excel skills, including creating, sorting, and analysing spreadsheets

· Clear verbal and written communication skills

· Excellent numeracy and attention to detail

· Analytical approach to problem-solving

· Ability to work independently and make sound, reasoned decisions under pressure

· Ability to prioritise tasks effectively and manage time efficiently

· Ability to work both collaboratively and independently

· Self-motivated, resilient, and adaptable

· No formal educational requirements; GCSEs in English Language and Maths (Grade C or above) preferred

Benefits include:

· Life/Critical Illness Insurance

· BUPA Private Medical Cover

· Birthday– if your birth falls on a workday, you can have it off

· On-site gym membership

· Pension scheme

· Employee referral scheme

· Free car parking

· Free fruit

· Financial planning seminars

Job Types: Full-time, Permanent

Pay: £27,500.00-£35,000.00 per year

Benefits:

Company events
Company pension
Employee discount
Gym membership
Life insurance
On-site parking
Private medical insurance
Referral programme

Work Location: In person

Quick apply

Refine Your Search

financial planning analyst jobs in tendring, oxf

Underwriter/Credit Analyst - Full Time Office Based

Business Planning & Analysis Analyst

FP&A Analyst

Business Officer

Operations Analyst

Reward and Data Analyst

Commercial Analyst

Project Manager

Salesforce Technical Lead

Software Full Stack Support/Developer

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