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- Tasks: Support Advisers with client reviews and financial plans, manage portfolios, and ensure compliance.
- Company: Join a reputable financial services firm known for its supportive and progressive culture.
- Benefits: Enjoy hybrid working, early Friday finishes, and genuine career progression opportunities.
- Why this job: Gain hands-on experience in financial planning while enjoying a fantastic work-life balance.
- Qualifications: Experience in financial services, strong Excel skills, and excellent communication abilities required.
- Other info: Contact Beth Gault at Artemis Human Capital for more details or click 'Apply'.
The predicted salary is between 31500 - 52500 £ per year.
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 youll gain exposure across all aspects of financial planning. Working closely with Advisers and Paraplanners, youll play a key role in delivering accurate, compliant, and client-focused services. Whats on offer: Salary: £2630K 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 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 youll 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\’. Skills: Financial Planning Wealth Management Client Servicing Financial Services Financial Planning Analyst41bf1e1f-b16b-4260-a40a-17c77a06fd15
Financial Planning Analyst employer: Artemis Search & Selection Limited
Contact Detail:
Artemis Search & Selection Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨Tip Number 1
Network with professionals in the financial services industry. Attend relevant events or webinars where you can meet people who work as Financial Planning Analysts or in similar roles. This can help you gain insights into the job and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance requirements will show your commitment to the field and make you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your experience with financial projections and client management during interviews. Be ready to provide examples of how you've successfully supported advisers or managed client portfolios in previous roles.
✨Tip Number 4
Demonstrate your proficiency in Microsoft Excel by showcasing any relevant projects or analyses you've completed. Highlighting your technical skills can set you apart from other candidates and show that you're ready for the demands of the role.
We think you need these skills to ace Financial Planning Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and showcases your skills in financial planning. Use specific examples to demonstrate your expertise in areas like client servicing and compliance.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company culture. Mention your experience with financial projections and client management, and express your enthusiasm for contributing to their team.
Highlight Communication Skills: Since excellent communication is key for this role, emphasise your ability to explain complex financial concepts clearly. Provide examples of how you've successfully communicated with clients or colleagues in the past.
Showcase Organisational Skills: Detail your organisational abilities by discussing how you manage multiple tasks or projects. Mention any tools or methods you use to stay organised, especially in a fast-paced financial environment.
How to prepare for a job interview at Artemis Search & Selection Limited
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial planning concepts and regulations, especially those related to FCA compliance. Be prepared to discuss your previous experiences in financial services and how they relate to the role.
✨Demonstrate Attention to Detail
As a Financial Planning Analyst, attention to detail is crucial. During the interview, highlight specific examples where your meticulous nature has led to successful outcomes, such as accurate financial projections or client reports.
✨Communicate Clearly
Since the role involves liaising with clients and explaining complex concepts, practice articulating your thoughts clearly and concisely. Use simple language to explain financial terms, showcasing your ability to make information accessible.
✨Prepare Questions for the Interviewers
Show your interest in the company and the role by preparing thoughtful questions. Ask about the team dynamics, opportunities for professional development, and how the firm supports work-life balance, which is a key aspect of their culture.
