Senior Wealth Planning Analyst, Financial Planning Operations , Business Support , FTC

Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC)

Our client is a Wealth Management company, highly recognised with a fantastic reputation.

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.

• 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.

• 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.

• 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.