Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC)
Our client is a Wealth Management company, highly recognised with a fantastic reputation.
Role Overview
The Senior Wealth Planning Analyst will support the Operations Manager in delivering operational improvements, managing projects, and providing management information to the Wealth Planning Team.
Key Responsibilities
- Assist the Wealth Planning Team and Operations Manager with business and operational improvement initiatives.
- Support the implementation of identified improvements and deliver on required projects.
- Coordinate and liaise with Compliance, Investment Management and Client Services.
- Provide day‑to‑day operational support to maintain excellent service levels and client outcomes.
- Contribute to efficiency improvement initiatives and share best practice.
- Engage in technical or relevant training, and record Continuous Professional Development (CPD).
- Develop and maintain knowledge of the industry, market, and financial planning products.
Candidate Profile
- 3‑5 years of financial planning support experience (wealth planning operations, paraplanning, or business support).
- Strong knowledge of financial planning products and investment features, including tax implications and client costs.
- Diploma in Financial Planning desirable, but not essential.
- Proficiency with Excel and presentation tools such as Power BI.
- IT skills and familiarity with primary systems (XPlan and Avaloq).
- Knowledge of Power BI an advantage.
Employment Details
- Seniority level: Not Applicable
- Employment type: Full-time
- Job function: Analyst and General Business
- Industries: Financial Services, Investment Management, and Investment Advice
London, England, United Kingdom.
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