Finance & Accounting Treasury Dealer

Treasury Dealer

Location
Angel Court, London
Location
Full Time
Apply

Job Description:

Treasury Dealer

Competitive salary + excellent benefits including up to 10% bonus

London
Hybrid working - 1-2 days per week in the office
Permanent
Full-time, 35 hours per week

We make health happen

At Bupa, we're here to help people live longer, healthier, happier lives - and make a better world. With no shareholders, our customers are at the heart of everything we do. That means we invest in what matters most: our people, our technology, and our purpose.

As a Treasury Dealer at Bupa, you'll play a key role in managing our financial health. You'll be part of the Group Treasury team, helping us make smart decisions about investments, foreign exchange, and liquidity. With over £6.8bn in cash and financial instruments and £1.8bn in borrowing, your work will have real impact - both internally at board level and externally with analysts and regulators.

This is a great opportunity to join a high-performing team that's central to Bupa's financial strategy. You'll work in a collaborative, fast-paced environment where your insights and expertise will help shape the future of our business.

How you'll help us make health happen

  • Execute day-to-day treasury operations including FX trades, fixed deposits, CDs, and other short-term instruments.

  • Manage short-term liquidity for key business units, ensuring alignment with internal investment agreements.

  • Prepare cash flow forecasts and variance analysis to support financial planning.

  • Support daily cash management and settlement processes.

  • Assist in executing group-wide FX and investment strategies, including hedging and M&A-related flows.

  • Collaborate with Accounting and FP&A teams to ensure accurate cash reporting.

  • Maintain and improve Front Office controls, systems, and processes.

  • Ensure compliance with PRA/FCA and other regulatory requirements.

  • Review new investment opportunities with banks and brokers.

  • Administer intercompany loans, including interest calculations and settlements.

  • Advise UK and overseas units on cash management, funding, and FX.

  • Support treasury-related projects including ESG, investment policy, and M&A.

  • Build and maintain strong relationships with bank and broker contacts.

What you'll bring

  • Professional qualification in ACA, CIMA/ACCA and/or ACT/MCT (or willingness to complete ACT).

  • Experience in a Front Office treasury role within a large, multinational company.

  • Insurance regulatory experience is preferred.

  • Strong understanding of financial instruments in cash and FX markets.

  • Familiarity with treasury systems (e.g., Reval (preferred)/ Bloomberg).

  • Knowledge of compliance frameworks such as Solvency II.

  • Analytical mindset with attention to detail.

  • Excellent stakeholder management across finance, legal, actuarial, and market units.

Benefits

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health - from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family-friendly benefits.

Joining Bupa in this role you will receive the following benefits and more:

  • 25 days holiday, increasing through length of service, with option to buy or sell

  • Bupa health insurance for you and your family

  • Access to our wellbeing programmes and mental health support

  • Bonus scheme

  • Enhanced parental leave

  • Pension scheme

  • Discounts on Bupa products and services

  • Opportunities for career development and internal mobility

Why Bupa

We're a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose - helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.

We encourage all of our people to "Be you at Bupa". We champion diversity and understand the importance of our people representing the communities and customers we serve. That's why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We'll make sure you're treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.

If you require information regarding this role in an alternative format, please email: careers@bupa.com

Time Type:

Full time

Job Area:

Finance & Accounting

Locations:

Angel Court, London

Treasury Dealer

Location
Angel Court, London
Location
Full Time
Apply
DJD Purpose.jpg

Our
purpose

Bupa’s purpose is helping people live longer, healthier, happier lives and making a better world. We do this by providing a broad range of healthcare services, support and advice to people throughout their lives. People are at the heart of everything we do. Together, we make health happen.

Our
values

Every company needs an ethos, and we're no different. Through good days and challeging times, we always work with our values in mind. These are: Brave - Make new possibilities happen. Caring - Act with empathy and respect. Responsible - Own your decisions and actions.

We don't have shareholders at Bupa, which means we're free to invest our profits where they matter: our patients, our facilities, our research, and you. 

As a healthcare provider, we have a duty to do the right thing. By our customers, our people and our partners. The Bupa Code holds us to this duty. It's our promise to protect, care for, and build trust with everyone who relies on us.

DJD Values.jpg
DJD Inclusion.jpg

Free to be
you

Here you’ll be welcomed. We champion diversity and we understand the importance of our people representing the communities and customers we serve. 

You’ll find an inclusive environment where you can be yourself and where everyone is driven by the same purpose – helping people live longer, healthier, happier lives and making a better world.Free
to be you.

Back in September 2018, we made a pledge. That we'd do whatever we could to make Bupa a diverse, kind and inclusive place to work.

Everyone deserves a positive working environment. Everyone deserves to have their voice heard. Everyone deserves freedom from bullying, harassment and discrimination.

Taking the first steps:
Life as a Placement Student

Rhitik joined our Actuarial team for his placement year in 2020 and will be returning in 2022 as part of our Graduate programme. We caught up with him at the end of his Placement year to find out how he got on, and why he chose to stay with Bupa once he’s completed his studies.

Read more
Rhitik Raja.jpg

Treasury Dealer

Location
Angel Court, London
Location
Full Time
Apply