At a Glance
- Tasks: Support financial planning by gathering data, building models, and preparing client materials.
- Company: Artless Wealth, a boutique Financial Planner and Wealth Manager in Colchester.
- Benefits: Gain hands-on experience in finance with mentorship from industry professionals.
- Other info: Join a supportive team with opportunities for growth in the finance sector.
- Why this job: Make a real impact in clients' financial futures while developing your analytical skills.
- Qualifications: Strong analytical skills and a passion for finance are essential.
The predicted salary is between 25650 - 31350 £ per year.
Artless Wealth is a boutique Financial Planner and Wealth Manager in Colchester, seeking an Analyst to support financial planning and investment management.
The role involves gathering client data, building financial models, and preparing materials for client meetings under guidance from planners and wealth managers.
You will research markets, evaluate investment products, and maintain documentation while ensuring compliance with internal policies and regulatory requirements.
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Wealth Planning Analyst — Financial Modeling & Research in Colchester employer: Artless Wealth
Artless Wealth is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Colchester. With a strong emphasis on employee growth, we offer tailored training and development opportunities to help you excel in your role as a Wealth Planning Analyst. Join us to be part of a dynamic team where your contributions are valued, and you can make a meaningful impact in the lives of our clients.
