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:
- Salary: £26–30K
- Hybrid working & early Friday finish
- Genuine scope for career progression & professional development
- Hands-on involvement in client work and portfolio management
- Fantastic company culture that prioritises work/life balance
- Enhanced wider benefits package.
The role will involve:
- Supporting Advisers with annual client reviews and strategic financial plans.
- Preparing financial projections, investment analysis, and client-friendly reports.
- Managing and updating client portfolios and databases.
- Researching financial products to meet client needs.
- Liaising directly with clients and providers in a professional manner.
- Ensuring compliance with FCA regulations and internal processes.
The ideal candidate:
- Experience working in a financial services/wealth management setting.
- Strong knowledge of Microsoft Office, particularly Excel.
- Excellent written and verbal communication skills with the ability to explain complex concepts clearly.
- Highly organised, detail-focused, and able to work independently.
- 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’.