At a Glance
- Tasks: Support operational improvements and manage projects in a dynamic wealth management environment.
- Company: Reputable Wealth Management company known for excellence and innovation.
- Benefits: Full-time role with opportunities for professional development and industry knowledge.
- Other info: Engage in continuous learning and enjoy a collaborative work culture.
- Why this job: Join a team that makes a real impact on client outcomes and financial planning.
- Qualifications: 3-5 years in financial planning support and strong Excel skills required.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a Wealth Management company, highly recognised with a fantastic reputation.
Role Overview
The Senior Wealth Planning Analyst will support the Operations Manager in delivering operational improvements, managing projects, and providing management information to the Wealth Planning Team.
Key Responsibilities
- Assist the Wealth Planning Team and Operations Manager with business and operational improvement initiatives.
- Support the implementation of identified improvements and deliver on required projects.
- Coordinate and liaise with Compliance, Investment Management and Client Services.
- Provide day‑to‑day operational support to maintain excellent service levels and client outcomes.
- Contribute to efficiency improvement initiatives and share best practice.
- Engage in technical or relevant training, and record Continuous Professional Development (CPD).
- Develop and maintain knowledge of the industry, market, and financial planning products.
Candidate Profile
- 3‑5 years of financial planning support experience (wealth planning operations, paraplanning, or business support).
- Strong knowledge of financial planning products and investment features, including tax implications and client costs.
- Diploma in Financial Planning desirable, but not essential.
- Proficiency with Excel and presentation tools such as Power BI.
- IT skills and familiarity with primary systems (XPlan and Avaloq).
- Knowledge of Power BI an advantage.
Employment Details
- Seniority level: Not Applicable
- Employment type: Full-time
- Job function: Analyst and General Business
- Industries: Financial Services, Investment Management, and Investment Advice
London, England, United Kingdom.
Senior Wealth Planning Analyst, Financial Planning Operations , Business Support , 14 month FTC in England employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planning Analyst, Financial Planning Operations , Business Support , 14 month FTC in England
✨Tip Number 1
Network like a pro! Reach out to folks in the wealth management sector, especially those who work at companies you're eyeing. A friendly chat can open doors and give you insider info that could set you apart.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and investment features. We want you to be able to discuss tax implications and client costs confidently, so do your homework!
✨Tip Number 3
Showcase your tech skills! If you've got experience with Excel, Power BI, or systems like XPlan and Avaloq, make sure to highlight that in conversations. It’s a big plus in this field, and we want you to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Wealth Planning Analyst, Financial Planning Operations , Business Support , 14 month FTC in England
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Wealth Planning Analyst. Highlight your experience in financial planning support and any relevant projects you've worked on that align with operational improvements.
Showcase Your Skills:Don’t forget to mention your proficiency with Excel and any experience you have with Power BI. We want to see how you can bring those skills to the table to support our Wealth Planning Team.
Be Clear and Concise:When writing your cover letter, keep it straightforward. Clearly outline why you're a great fit for the role and how your background aligns with the responsibilities listed in the job description.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial planning products and investment features. Be ready to discuss tax implications and client costs, as these are crucial in the wealth management sector.
✨Showcase Your Project Management Skills
Since the role involves managing projects and operational improvements, prepare examples from your past experience where you've successfully led initiatives. Highlight your ability to coordinate with different teams, like Compliance and Client Services.
✨Excel and Power BI Proficiency
Familiarise yourself with Excel and Power BI, as these tools are essential for the role. Consider preparing a small presentation or analysis using these tools to demonstrate your skills during the interview.
✨Continuous Professional Development
Be ready to discuss your commitment to ongoing learning and development in the financial planning field. Mention any relevant training or certifications you've pursued, and how they have enhanced your expertise.
