Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Analyse and develop financial plans while ensuring compliance with regulations.
- Company: Join eightfourtwo, a top-rated independent wealth management firm.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role in London with excellent career growth opportunities.
- Why this job: Make a real difference in people's financial futures with bespoke strategies.
- Qualifications: Chartered Financial Planner status and strong analytical skills required.
The predicted salary is between 50000 - 70000 £ per year.
eightfourtwo is an independent and employee-owned wealth management company offering transparent and unbiased financial advice. With the highest level of accreditation in the UK, the firm proudly holds Chartered Status. Specialising in Succession Planning, protection, retirement planning, savings and investments, eightfourtwo provides services to individuals, families, businesses, and trusts. The company is authorised by the Financial Conduct Authority and has unique trust corporation capabilities, allowing it to act as an Executor, Attorney, Trustee, or Corporate Director. By maintaining a higher planner-to-Member ratio, eightfourtwo ensures a personalised and dedicated approach to financial planning.
This is a full-time role, located in London, for a Chartered Financial Planning Analyst. Responsibilities include developing and analysing financial plans, annual review reports, and letters and ensuring compliance with relevant regulations. Additional duties involve collaborating with financial planners to craft bespoke strategies, preparing Wealth Preservation Framework presentations, reviewing legal documents including Wills, Trusts and Lasting Powers of Attorney and Family Investment Companies and supporting the delivery of eightfourtwo’s comprehensive financial services. The role requires strong analytical and communication skills, as well as a commitment to maintaining the highest industry standards.
Qualifications
- Proficient in financial planning and portfolio analysis, including cash flow modeling and investment planning techniques.
- Strong knowledge of compliance and regulatory policies, particularly in relation to the Financial Conduct Authority (FCA).
- Excellent relationship management and communication skills.
- Detail-oriented with expertise in report writing and financial document preparation.
- Chartered Financial Planner status.
- Experience with financial software and tools for portfolio and estate planning is highly desirable.
- A proven track record in wealth management or financial planning within a UK professional services environment.
Chartered Financial Planning Analyst in London employer: eightfourtwo
Contact Detail:
eightfourtwo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planning Analyst in London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend doing mock interviews with friends or mentors. The more comfortable you are, the better you’ll perform when it counts!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, highlight specific projects or achievements that demonstrate your analytical and communication skills. We want to see how you’ve made an impact in previous roles!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make it happen!
We think you need these skills to ace Chartered Financial Planning Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Chartered Financial Planning Analyst role. Highlight your proficiency in financial planning, compliance knowledge, and any relevant software experience to catch our eye!
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 perfect fit for eightfourtwo. Don’t forget to mention your Chartered status!
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, be sure to include examples of how you've successfully developed and analysed financial plans in the past. We love seeing real-life applications of your skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at eightfourtwo!
How to prepare for a job interview at eightfourtwo
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around cash flow modelling and investment techniques. Be ready to discuss how you've applied these skills in past roles, as this will show your expertise and confidence.
✨Understand Compliance Inside Out
Since the role involves compliance with FCA regulations, it’s crucial to familiarise yourself with these policies. Prepare examples of how you've navigated compliance issues in previous positions to demonstrate your understanding and commitment to industry standards.
✨Show Off Your Communication Skills
As a Chartered Financial Planning Analyst, you'll need to communicate complex ideas clearly. Practice explaining financial concepts in simple terms, and be prepared to showcase your relationship management skills during the interview.
✨Prepare for Real-World Scenarios
Expect to tackle case studies or hypothetical scenarios related to wealth management. Think about how you would develop bespoke strategies for clients and be ready to discuss your thought process and decision-making in detail.