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- Tasks: Analyse financial plans and collaborate on bespoke strategies for clients.
- Company: Join eightfourtwo, an independent and employee-owned wealth management firm.
- Benefits: Full-time role in London with competitive salary and career growth opportunities.
- Other info: Dynamic team environment focused on personalised financial planning.
- Why this job: Make a real impact by providing transparent financial advice to individuals and businesses.
- Qualifications: Chartered Financial Planner status and experience in wealth management or financial planning.
The predicted salary is between 50000 - 60000 £ per year.
eightfourtwo is an independent and employee-owned wealth management company offering transparent and unbiased financial advice. 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
- Ensuring compliance with relevant regulations
- 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
- Supporting the delivery of eightfourtwo’s comprehensive financial services
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). 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.
Financial Planning & Analysis Analyst in London employer: eightfourtwo
Contact Detail:
eightfourtwo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning & Analysis Analyst in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning and analysis field, especially those connected to eightfourtwo. Attend industry events or webinars to make connections and get your name out there.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and regulatory policies, particularly those from the FCA. Show that you’re not just a numbers person but also understand the legal landscape of financial planning.
✨Tip Number 3
Practice your presentation skills! Since you'll be preparing Wealth Preservation Framework presentations, being able to communicate complex ideas clearly is key. Get feedback from friends or mentors to refine your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the eightfourtwo team.
We think you need these skills to ace Financial Planning & Analysis Analyst in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning & Analysis Analyst role. Highlight your experience in financial planning, compliance knowledge, and any relevant software skills. We want to see how you fit into our world!
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 aligns with our values at eightfourtwo. Keep it personal and engaging – we love a good story!
Showcase Your Attention to Detail: As a detail-oriented role, it's crucial to demonstrate your meticulousness in your application. Double-check for typos and ensure your documents are well-structured. We appreciate candidates who take pride in their work!
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 the role. Plus, it shows you’re keen on joining our team at eightfourtwo!
How to prepare for a job interview at eightfourtwo
✨Know Your Numbers
Make sure you brush up on your financial planning and analysis skills. Be ready to discuss specific financial models, cash flow projections, and investment strategies you've worked on. This will show that you’re not just familiar with the theory but have practical experience too.
✨Understand Compliance Inside Out
Since the role involves compliance with FCA regulations, it’s crucial to demonstrate your knowledge in this area. Familiarise yourself with key regulations and be prepared to discuss how they impact financial planning. This will highlight your attention to detail and commitment to regulatory standards.
✨Showcase Your Communication Skills
As you'll be collaborating with financial planners and preparing reports, strong communication is key. Practice explaining complex financial concepts in simple terms. This will help convey your ability to work well with clients and colleagues alike.
✨Prepare for Scenario Questions
Expect questions that put you in real-life scenarios, such as how you would handle a client’s unique financial situation. Think through examples from your past experience where you’ve crafted bespoke strategies or dealt with legal documents. This will demonstrate your problem-solving skills and adaptability.