Performance Analyst, West Sussex, Fully Remote

Salary: £30k – £35k
Location: Haywards Heath, West Sussex
Fully Remote

Our client, an innovative market-leading insurance company, are looking for a Performance Analyst to join their Commercial & Marketing team either working remotely or based in their Haywards Heath, West Sussex office.

Key Responsibilities

• In this role you’ll support understanding and delivery of all acquisition/persistency KPIs to ensure budget targets are met. You will carry out analysis to support the identification of risks and opportunities to meet business objectives.
• Are you a detail-oriented professional with a strong analytical mindset and come from an insurance background? Have you worked with large data sets of more than one million rows? Do you have experience in forecasting, including phasing, bridges/waterfalls, and budgets and/or have you previously worked with price comparison website (PCW) data? If so, then they want you on their team!

What you’ll be doing

• Carrying out analysis and tracking MI to support the understanding of all acquisition/persistency KPIs. Identifying any risks and opportunities where appropriate.
• Support the understanding of the key drivers of acquisition/persistency performance and being able to clearly articulate them.
• Support acquisition/persistency Performance manager in the execution of the customer acquisition strategy.
• Support commercial initiatives across functional teams to deliver new capability or improvements in acquisition/persistency performance.
• Support acquisition/persistency Performance manager with forecasting, budget and retrospective analysis processes.
• Access and analyse often large amounts of information, data and market intelligence from multiple sources to create insight to optimise trading activities and generate new tactical and strategic initiatives.
• Support the acquisition/persistency Performance manager with the Daily Trade stand-ups ensuring appropriate updates are delivered and any analysis/actions completed in a timely manner.
• Any other reasonable duties as required.

Skills & experience

• Understanding of the insurance/financial services industry, its products.
• Experience of personal lines insurance analysis
• Experience of SAS, Excel and strong background in statistical methods
• Highly numerate and analytical. Ability to solve problems and distil complex information into clear insight and recommendations.
• Structured thinking to find solutions to complex problems and the ability to adopt a pragmatic way forward.
• Excellent communication & presentation skills, both verbal and written.
• Attention to detail.

Essential Skills

• Analytical mindset
• Worked with large data sets (greater than 1 million rows of data).
• Previously worked in Insurance

Desirable Skills

• Forecasting experience – Daily Phasing, bridges/waterfalls and budgets
• Experience working with PCW data
• Experience using SAS or SQL

Behaviour

• Professional, confident and personable.
• An agile approach to project management and the ability to react rapidly to changes in business priorities to take advantage of emerging opportunities.
• Able to work independently or collaboratively as part of a team.
• Strives to drive business improvements to contribute to the success of the business.
• Analytical by nature with an aptitude for data-based decision making.
• A determined attitude to deliver change and rapidly overcome obstacles.

Qualifications

• 5 GCSE’s Grade A* – C (9-4) with one of them being Maths
• IOC qualification related to mutual funds or studying towards the qualification.

Skills

• Strong knowledge of CASS regulations and how these apply to both CASS Reconciliations’ and Operations’ daily or monthly procedures.
• Advanced in MS Excel and Word.
• A systematic, disciplined and analytical approach to problem solving, supported by strong interpersonal skills
• Ability to apply different techniques to resolve issues
• Use clear and effective verbal, written and presentation skills, demonstrating the ability to communicate at senior levels within the team and the wider teams
• Ability to self-manage, work effectively under pressure and manage to tight deadlines.
• Strong attention to detail, good fact finding skills and ability to make evaluative judgments based on both quantitative and qualitative information.
• Knowledge of financial services (in particular Investments) processes and regulations.

Qualifications

• Accountancy qualification or studying towards the qualification, or qualified by experience
• Any formal qualifications in financial services regulations.

Skills

• SQLs
• Knowledge of Finance and Accounting principles, practices and compliance requirements for the UK and Ireland.

Experience

• Diligenta internal systems and controls

Position: Pensions Administrator, Complaints
Industry: Finance, Pensions
Location: Fully Remote

Job Description:

We are seeking a skilled Pensions Administrator to join our financial services team. The ideal candidate will resolve pensions related queries and customer complaints efficiently, fairly, and professionally.

Key Responsibilities:

• Handle complaints received via phone, email, and letters.
• Communicate promptly, politely, and professionally with customers.
• Clarify and agree queries with customers over the phone to ensure full understanding.

Engagement: Contract role via umbrella company only.

Required Skills & Experience:

• Proven experience in handling complaints within a financial services organisation.
• Expertise in dealing with difficult situations in a professional manner.
• Strong letter-writing skills.
• Experience with bereavements
• Redress and calculations
• Experience in remediation
• In-depth knowledge of pensions and/or investment products.
• Ability to meet individual output and quality metrics.

Job Title: Finance Integration & Change Accountant

Salary: £600 per day (Inside IR35 Umbrella)

Contract Duration: 4 months

Location: 100% Remote

Are you a dynamic Finance Integration & Change Accountant looking for your next challenge? Join our client’s forward-thinking team and play a pivotal role in ensuring seamless financial integration during acquisitions, driving change across their finance operations, and delivering exceptional value to stakeholders.

Benefits

• 100% remote working
• 24-hour support for physical and mental wellbeing
• Corporate perks such as discounted gym memberships, cinema tickets, and cycle-to-work schemes
• Tailored learning programmes

Key Responsibilities

• Coordinate pre-and post-acquisition finance activities, ensuring smooth financial integration of newly acquired businesses.
• Collaborate with the M&A Team, Payroll, Treasury, and Finance teams to deliver seamless integration.
• Develop and implement processes and controls for onboarding acquisitions into business-as-usual operations.
• Reconcile data and define processes before handover to business-as-usual teams.
• Prepare and post ledger journals, ensuring accuracy and appropriate support.
• Create acquisition-related documents, such as opening balance sheets and completion accounts, with UK GAAP to IFRS adjustments.
• Work with Group finance departments to ensure accurate accounting.
• Assist acquired businesses with migration to group systems.
• Support audit processes and help local finance teams meet requirements.
• Drive finance change activities across teams and business units.

Skills and Experience

• Strong knowledge of CASS, IFRS and UK GAAP
• Advanced Microsoft Excel skills
• ACA/ACCA/CIMA qualification or equivalent (QBE considered)
• Experience in finance integration, financial control, and project management
• Excellent communication, planning, and analytical skills
• Adaptability and a proactive approach to change

As a Finance Integration & Change Accountant, you’ll collaborate across departments, influence stakeholders, and deliver critical financial processes. Your expertise will support acquired businesses, ensuring seamless transitions and maintaining compliance with FCA regulations.

Join our client to make a tangible impact while working flexibly and gaining access to cutting-edge development opportunities. Apply today!