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- Tasks: Support operational improvements and manage projects in wealth planning.
- Company: Reputable Wealth Management company with a strong industry presence.
- Benefits: Full-time role with opportunities for professional development and training.
- Other info: Engage in continuous learning and develop your industry knowledge.
- Why this job: Join a dynamic team and make a real impact in financial planning operations.
- Qualifications: 3-5 years in financial planning support and strong Excel skills.
The predicted salary is between 42000 - 84000 £ 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
- Location: London, England, United Kingdom
Senior Wealth Planning Analyst, Financial Planning Operations , Business Support , 14 month FTC in London employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planning Analyst, Financial Planning Operations , Business Support , 14 month FTC in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your skills in wealth planning operations. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to operational improvements and project management. We want you to feel confident and ready to showcase your experience in financial planning support.
✨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 that extra step to engage with us directly.
We think you need these skills to ace Senior Wealth Planning Analyst, Financial Planning Operations , Business Support , 14 month FTC in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Wealth Planning Analyst role. Highlight your experience in financial planning support and any relevant projects you've worked on. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to mention your proficiency with Excel and any experience with tools like Power BI. If you’ve got knowledge of XPlan or Avaloq, make sure that’s front and centre. We’re keen to see how you can bring your tech skills to the table!
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. Plus, it’s super easy!
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 prepared to discuss your commitment to ongoing learning and development in the financial planning field. Mention any relevant training or certifications you've pursued, as this shows your dedication to staying updated in the industry.