Financial Planning Analyst

Overview

We are looking for a capable, analytical and detail-oriented individual to join our financial planning practice as a Financial Planning Analyst.

This is an excellent opportunity for someone with a solid accounting background who is looking to build a career in financial planning and wealth management. Full training will be provided on financial planning, products, systems and regulatory requirements.

The successful candidate will support our advisers in delivering high-quality financial planning services to clients, helping to prepare financial information, undertake research and ensure a first-class client experience.

Key Responsibilities

• Support Financial Advisers with client meetings and ongoing service reviews.
• Gathering and analysing clients' financial information.
• Preparing reports, illustrations and client documentation.
• Liaising with clients, product providers and professional contacts.
• Maintaining accurate client records and documentation.
• Assisting with cashflow planning and financial analysis.
• Supporting the implementation of financial planning recommendations.
• Ensuring records and processes meet regulatory and compliance standards.

Essential Requirements

• Previous experience in accountancy, bookkeeping, audit, tax management accounts or a similar facing role.
• Strong understanding of financial statements and financial principles.
• Excellent numerical and analytical skills
• High levels of accuracy and attention to detail
• Strong written and verbal communication skills
• Proficiency in Microsoft Office, particularly Excel.

Desirable

• AAT, ACCA, ACA, CIMA or similar qualification (or studying towards one)
• Experience in an accountancy practice environment.
• An interest in personal finance, investments and wealth management.

About You

This role may particularly suit someone currently working in accountancy who is looking for a more varied, client-focused career and wishes to develop expertise in financial planning and wealth management.

We are specifically seeking candidates with a strong accounting or finance background rather than previous experience in financial services. We believe that a solid grounding in accounting provides an excellent foundation for developing the technical and analytical skills required in financial planning.

Benefits

• Competitive salary
• 28 days holiday plus bank holidays
• Study support for professional qualifications
• Professional membership fees paid
• Clear career progression opportunities within financial planning.

How to Apply

Please send your CV together with a brief covering letter explaining your relevant accounting or finance experience and why you are interested in a career in financial planning.

Applications from candidates without relevant accounting or finance experience will not be considered.

Pay: £40,000.00-£50,000.00 per year

Work Location: In person