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- Tasks: Analyse and develop financial plans while ensuring compliance with regulations.
- Company: Join eightfourtwo, an independent and employee-owned wealth management company.
- Benefits: Full-time role in London with competitive salary and career growth opportunities.
- Other info: Collaborative environment focused on personalised financial advice.
- Why this job: Make a real impact by crafting bespoke financial strategies for clients.
- Qualifications: Chartered Financial Planner status and experience in financial planning required.
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 Analyst in London employer: eightfourtwo
Contact Detail:
eightfourtwo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at eightfourtwo or similar firms. A friendly chat can open doors and give you insider info on the company culture and what they really value in candidates.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of compliance and regulatory policies, especially those related to the FCA. We want you to show off your expertise in financial planning and portfolio analysis, so be ready to discuss your experience with cash flow modelling and investment strategies.
✨Tip Number 3
Don’t just wing it! Research eightfourtwo’s services and their approach to wealth management. Tailor your responses in interviews to reflect how your skills align with their mission of providing personalised financial advice.
✨Tip Number 4
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. Make sure to highlight your Chartered Financial Planner status and any relevant software experience in your application.
We think you need these skills to ace 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 Financial Planning Analyst role. Highlight your expertise 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 wealth management and how your background makes you a perfect fit for eightfourtwo. Don’t forget to mention your Chartered Financial Planner status!
Showcase Your Attention to Detail: As a detail-oriented role, we want to see that you can produce high-quality reports and documents. Make sure your application is free from typos and clearly structured to demonstrate your meticulous nature.
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!
How to prepare for a job interview at eightfourtwo
✨Know Your Numbers
As a Financial Planning Analyst, you’ll need to demonstrate your proficiency in financial analysis. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows that you’re not just familiar with the theory but can apply it practically.
✨Understand Compliance Inside Out
Given the importance of compliance in this role, make sure you’re well-versed in the regulations set by the Financial Conduct Authority (FCA). Prepare examples of how you’ve ensured compliance in previous positions, as this will highlight your attention to detail and understanding of regulatory frameworks.
✨Showcase Your Communication Skills
You’ll be collaborating with financial planners and preparing reports, so strong communication skills are a must. Practice explaining complex financial concepts in simple terms. This will demonstrate your ability to convey information clearly and effectively, which is crucial for client interactions.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills in financial planning. Think about past experiences where you had to develop bespoke strategies or handle challenging situations. Be ready to walk through your thought process and the outcomes of your decisions.