About Company
Pure Retirement is a leading UK provider in the lifetime mortgage market, dedicated to helping people aged 55+ unlock the wealth in their homes. Established in Leeds, we pride ourselves on our innovative products, exceptional customer service, and a truly supportive and forward-thinking work environment. We believe in empowering our employees and fostering a culture of collaboration, growth, and continuous improvement. As we continue to expand our operations and enhance our financial strategies, we are looking for talented individuals who share our commitment to excellence and our values of integrity, respect, and passion. Joining Pure Retirement means becoming part of a team that makes a real difference in people’s lives, while also advancing your own professional journey within a dynamic and thriving sector of the financial services industry. We are proud of our Leeds roots and our contribution to the local economy, while also embracing flexible working models to attract the best talent from across the region.
Job Description
Are you a meticulous financial professional looking for an exciting opportunity to contribute to strategic decision-making from the comfort of your home? Pure Retirement, a prominent financial services firm based in Leeds, is seeking a dedicated and proactive Home-Based FP&A Assistant to join our growing finance team. This role offers a unique chance to develop your expertise in financial planning and analysis within a supportive and innovative environment.
As our Home-Based FP&A Assistant, you will play a crucial role in supporting the FP&A function by assisting with budgeting, forecasting, and financial reporting activities. Your work will directly impact our ability to make informed business decisions, helping to shape the future direction of our company. You will be instrumental in collecting and analyzing financial data, preparing detailed reports, and providing valuable insights that drive efficiency and profitability.
This is a fantastic opportunity for someone with a solid foundation in finance who is eager to expand their skills in a dynamic, fast-paced setting. We are looking for an individual who is highly organized, possesses strong analytical capabilities, and is proficient in financial modeling and data manipulation. While this is a home-based role, you will remain closely connected to the Leeds-based finance team through regular virtual meetings and collaborative tools, ensuring you are fully integrated and supported.
We champion a culture of continuous learning and professional development. You will have access to resources and mentorship that will help you grow your career within Pure Retirement. If you are passionate about finance, thrive on analytical challenges, and are looking for a role that offers flexibility without compromising on impact, we encourage you to apply. Join us and become a vital part of a team that’s committed to excellence in the lifetime mortgage market.
Key Responsibilities
- Assist in the preparation of annual budgets and periodic forecasts.
- Conduct financial analysis to support strategic business decisions.
- Prepare and distribute regular financial reports, including variance analysis.
- Support the month-end closing process by analyzing actual financial results against budget/forecast.
- Develop and maintain financial models to aid in planning and decision-making.
- Gather and interpret financial data from various sources to identify trends and provide actionable insights.
- Collaborate with various departments to collect necessary financial information.
- Ensure data accuracy and integrity in all financial reports and analyses.
- Assist with ad-hoc financial projects and analyses as required by senior management.
Required Skills
- Strong analytical and quantitative skills
- Proficiency in Microsoft Excel (advanced functions, pivot tables, data modeling)
- Solid understanding of financial statements and accounting principles
- Excellent attention to detail and accuracy
- Ability to work independently and manage time effectively in a remote setting
- Strong communication skills, both written and verbal
- Problem-solving aptitude
- Familiarity with financial reporting software or ERP systems
Preferred Qualifications
- Part-qualified ACCA, CIMA, or ACA (or actively studying towards)
- Experience with financial planning software (e.g., Anaplan, Hyperion, Adaptive Insights)
- Previous experience in the financial services industry, particularly mortgage or lending
- Familiarity with Power BI or other data visualization tools
Perks & Benefits
- Competitive salary and performance-based bonuses
- Generous pension scheme
- Comprehensive health and wellbeing package
- Flexible working hours and fully remote work model
- 25 days annual leave plus bank holidays, with options to purchase additional days
- Opportunity for professional development and support for financial qualifications
- Access to employee assistance programs
- Virtual team-building activities and social events
- Dedicated IT support for home office setup
How to Apply
If you are ready to take on this exciting challenge and contribute to a leading financial services company, we encourage you to apply! Please click the application link below to submit your CV and a cover letter outlining your relevant experience and why you are a perfect fit for this home-based role.