Wealth Analyst

Join us as a Wealth Analyst

• Hone your interpersonal skills as you build and maintain strong relationships with our clients
• You’ll be supporting wealth managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore and onshore bonds, and protection
• You'll have the opportunity to utilise your CISI Level 4 qualification as we’ll support you with professional training and development

What you'll do

We’ll look to you to demonstrate a fundamental commitment to our business principles through outstanding client service, professionalism and risk management. You’ll be proactively assisting a Wealth Manager to manage the growth, profitability and business mix of their portfolio.

And, you’ll be ensuring the timely completion of clients’ wealth management and financial planning requirements by completing all necessary advice documentation.

You’ll also be:

• Prepar...