Financial Planning Analyst
Artemis Human Capital are delighted to be working with a reputable financial services firm who are seeking to add a Financial Planning Analyst to their growing team.
This is an excellent opportunity for a detail-oriented professional with experience in financial services to join a supportive, progressive environment where you’ll gain exposure across all aspects of financial planning. Working closely with Advisers and Paraplanners, you’ll play a key role in delivering accurate, compliant, and client-focused services.
What’s on offer:
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Salary: £26–30K
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Hybrid working & early Friday finish
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Genuine scope for career progression & professional development
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Hands-on involvement in client work and portfolio management
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Fantastic company culture that prioritises work/life balance
The role will involve:
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Supporting Advisers with annual client reviews and strategic financial plans.
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Preparing financial projections, investment analysis, and client-friendly reports.
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Managing and updating client portfolios and databases.
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Researching financial products to meet client needs.
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Liaising directly with clients and providers in a professional manner.
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Ensuring compliance with FCA regulations and internal processes.
The ideal candidate:
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Experience working in a financial services/wealth management setting.
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Strong knowledge of Microsoft Office, particularly Excel.
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Excellent written and verbal communication skills with the ability to explain complex concepts clearly.
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Highly organised, detail-focused, and able to work independently.
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Confident, professional, and client-focused.
This is a fantastic opportunity to join a close-knit firm where you’ll be supported to grow your career while enjoying a positive work-life balance. Contact Beth Gault at Artemis Human Capital for more information or click ‘Apply’.