At a Glance
- Tasks: Analyse client data, prepare reports, and support financial planning activities.
- Company: Artless Wealth, a boutique Financial Planner and Wealth Manager.
- Benefits: Professional environment with opportunities for career development and ethical standards.
- Other info: Full-time role based in Colchester with potential for direct client interaction.
- Why this job: Join a team that values analytical skills and client relationships in finance.
- Qualifications: Strong analytical skills, relevant degree, and proficiency in financial software.
The predicted salary is between 28800 - 35200 £ per year.
Company Description
Artless Wealth is a boutique Financial Planner and Wealth Manager focused on delivering bespoke financial planning and investment management services to private and corporate clients.
The firm is staffed by highly qualified and experienced professionals who combine prudently considered market expertise with a client-centric approach.
Artless Wealth is committed to building trusted, long-term relationships through tailored strategies that help clients realise their investment and wealth aspirations.
Team members benefit from a professional, high-caliber environment where analytical rigor and ethical standards are central to daily work.
Artless Wealth is a boutique Financial Planner and Wealth Manager focused on delivering bespoke financial planning and investment management services to private and corporate clients.
The firm is staffed by highly qualified and experienced professionals who combine prudently considered market expertise with a client-centric approach.
Artless Wealth is committed to building trusted, long-term relationships through tailored strategies that help clients realise their investment and wealth aspirations.
Team members benefit from a professional, high-caliber environment where analytical rigor and ethical standards are central to daily work.
Role Description
This is a full-time, on-site Analyst role based in Colchester at the Innovation Centre.
The Analyst will support financial planning and investment management activities by gathering and analysing client data, preparing reports, and building financial models.
Day-to-day responsibilities include researching markets and investment products, assisting in portfolio analysis, and preparing materials for client meetings and reviews.
The Analyst will collaborate closely with planners and wealth managers to translate analysis into clear insights, maintain accurate documentation, and support compliance with internal policies and regulatory requirements.
The role involves regular interaction with team members and may include occasional direct communication with clients to clarify data and support high-quality service delivery.
Qualifications
- Candidates should possess strong analytical and quantitative skills.
- Candidates should possess solid research and problem-solving skills, with the ability to evaluate market information, investment products, and economic trends.
- Candidates should possess clear written and verbal communication skills, including the ability to prepare structured reports, presentations, and client-ready documentation.
- Candidates should possess strong attention to detail, organisational skills, and the ability to manage multiple tasks and deadlines in a structured, regulated environment.
- Relevant academic background such as a degree in Finance, Economics, Accounting, Mathematics, or a related field is beneficial; progress toward professional qualifications (e. g., CISI, CFA, or similar) is an advantage.
- Proficiency with spreadsheets and financial software, and comfort working with numerical data and CRM or portfolio management systems, is beneficial.
- A commitment to ethical conduct, client confidentiality, and regulatory compliance, along with an interest in long-term career development in financial planning and wealth management, is beneficial.
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Analyst in Colchester employer: Artless Wealth
Artless Wealth is an exceptional employer, offering a professional and high-caliber environment in Colchester where analytical rigor and ethical standards are paramount. Employees benefit from tailored career development opportunities and a collaborative culture that fosters strong relationships with both clients and colleagues, making it an ideal place for those seeking meaningful and rewarding careers in financial planning and wealth management.
