Financial Analyst

Job Summary
Our client, an Independent Chartered, whole of market Financial Advice firm, is expanding their team. Built on culture and work ethic, they pride themselves on their attention to detail and service, putting their clients at the heart of everything they do to demystify wealth management and make it personal.

They are seeking a detail-oriented and analytical Financial Analyst to support financial planning, analysis and insights that drive strategic decision-making.

They are a supportive close-knit team that value each other, works hard but has fun along the way and welcomes applications from like-minded individuals.

Financial Analyst Cardiff Gate

£26,000 - £30,000 depending on experience

• 6 monthly profit share bonus
• Full Time, Permanent - 37.5 hours Monday to Friday
• Hybrid working after 3 month probation period

Role and responsibilities

• Effectively and efficiently build relationships and confidently speak to clients
• Support paraplanners and advisers in all file preparation for client meetings.
• Competent on research tools Selecta pension, Synaptics, Trustnet and Cashflow Modelling tool.
• Experience in using a CRM system.
• Ability to assist clients with servicing needs such as withdrawals, annual reviews, general queries with the guidance of advisers to an accurate level.
• Competent at preparing annual review reports.
• Processing new business applications and chasing outstanding requirements.
• Excellent communication and organisational skills
• Accurately able to analyse ceding information from providers and request any missing information
• Ability to analyse investment funds.
• Completion of general tax calculations.
• Ability to work under pressure to strict guidelines.
• Competently train members of the team with general administrative duties
• Positively contribute to the team morale and energy, be a great team player.
• Be part of the Investment Committee, research fund performance, strategy, and objectives to present to the advisers
• Personal responsibility to keep up to date with Compliance testing and knowledge

Pay and Benefits Package

£26,000 - £30,000 depending on experience

• 6 monthly discretionary profit share bonus
• Company pension Employer 3%, Employee 4%, Tax Relief 1%
• 25 days + Bank Holidays
• Sick days up to 5 days per annum
• Life Insurance 4 x Salary
• Hybrid working after 3 month probation period
• Wealth & wellbeing program
• Free onsite parking

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