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- Tasks: Support Advisers with client reviews and strategic financial plans.
- Company: Reputable financial services firm with a supportive culture.
- Benefits: Salary £26–30K, hybrid working, early Friday finish, and career progression.
- Why this job: Gain hands-on experience in financial planning and portfolio management.
- Qualifications: Experience in financial services and strong Excel skills.
- Other info: Join a close-knit team that values work-life balance.
The predicted salary is between 26000 - 30000 £ per year.
Artemis Human Capital are delighted to be working with a reputable financial services firm who are seeking to add aFinancial Planning Analystto 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’.
Tagged as: Financial Planning, Financial Services, Wealth Management
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Financial Planning Analyst employer: Artemis Human Capital
Contact Detail:
Artemis Human Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job description.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your financial projections, investment analyses, and any client-friendly reports you've worked on. This will give potential employers a clear view of what you can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Analyst role. Highlight your experience in financial services and any relevant skills, especially those mentioned in the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for us. Keep it professional but let your personality come through.
Showcase Your Skills: Don’t forget to highlight your proficiency in Microsoft Office, particularly Excel. If you've got experience with financial projections or client management, make sure to mention that too. We love detail-oriented candidates!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at Artemis Human Capital
✨Know Your Numbers
As a Financial Planning Analyst, you'll need to demonstrate your numerical prowess. Brush up on financial projections and investment analysis techniques. Be ready to discuss how you've used these skills in past roles or projects.
✨Master the Compliance Game
Understanding FCA regulations is crucial in this role. Familiarise yourself with key compliance requirements and be prepared to discuss how you ensure adherence in your work. This shows you're not just detail-oriented but also responsible.
✨Communicate Clearly
You'll be liaising with clients and Advisers, so strong communication skills are a must. Practice explaining complex financial concepts in simple terms. This will help you stand out as someone who can bridge the gap between technical details and client understanding.
✨Show Your Organisational Skills
Being highly organised is essential for managing client portfolios and databases. Bring examples of how you've successfully managed multiple tasks or projects in the past. This will highlight your ability to work independently and keep everything on track.
