Wealth Analyst

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.Job DescriptionJoin us as a Wealth AnalystWe’re looking for a Wealth Analyst to manage the advice we provide to our clients relating to wealth structuring, investments, bonds and protectionYou’ll be delivering and supporting outstanding client service, making sure that you work with high levels of professionalism and risk managementThis role could be a major stepping stone into a rewarding career path, as we’ll support you with professional training and developmentWhat you'll doAs a Wealth Analyst, you’ll be supporting the investment and relationship needs of our clients. Your work will assist wealth managers to provide quality advice on wealth structuring, investments, bonds and protection. Crucially, you’ll be making sure all reports, documentation and systems recording are technically accurate and compliant, while providing the best advice for clients.You’ll also be:Using your experience and developing expert knowledge to provide research and analysis of dataDrafting reports and client briefs for wealth managers to review, approve and signThe skills you'll needTo be successful in this role, you’ll hold, or be close to achieving, a CISI Level 4 certificate or equivalent, along with a desire to develop your existing experience of supporting a wealth manager. We’ll be looking for excellent client service skills, so you’ll also need strong communication and interpersonal skills. Additionally, you’ll need to demonstrate technical knowledge of investment and financial planning products.We’ll also look for you to have:A desire to build expertise in detailed client profiling, risk analysis and asset allocationThe ability to clearly articulate issues and solutions, and challenge in a constructive wayStrong analytical and lateral thinking skillsExcellent numeracy and time management skillsA commercial mindset with a flexible, driven and team focused approach to work