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Financial planning analyst

Artemis Search & Selection Limited
Financial planning analyst
Posted: 24 September
Offer description

Artemis Human Capital are delighted to be working with a reputable financial services firm who are seeking to add a Financial Planning Analyst to their growing team. This is an excellent opportunity for a detail-oriented professional with experience in financial services to join a supportive, progressive environment where youll gain exposure across all aspects of financial planning. Working closely with Advisers and Paraplanners, youll play a key role in delivering accurate, compliant, and client-focused services. Whats on offer: Salary: £2630K Hybrid working & early Friday finish Genuine scope for career progression & professional development Hands-on involvement in client work and portfolio management Fantastic company culture that prioritises work/life balance The role will involve: Supporting Advisers with annual client reviews and strategic financial plans. Preparing financial projections, investment analysis, and client-friendly reports. Managing and updating client portfolios and databases. Researching financial products to meet client needs. Liaising directly with clients and providers in a professional manner. Ensuring compliance with FCA regulations and internal processes. The ideal candidate: Experience working in a financial services/wealth management setting. Strong knowledge of Microsoft Office, particularly Excel. Excellent written and verbal communication skills with the ability to explain complex concepts clearly. Highly organised, detail-focused, and able to work independently. Confident, professional, and client-focused. This is a fantastic opportunity to join a close-knit firm where youll be supported to grow your career while enjoying a positive work-life balance. Contact Beth Gault at Artemis Human Capital for more information or click 'Apply'. Skills: Financial Planning Wealth Management Client Servicing Financial Services Financial Planning Analyst

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