UK Financial Planning Analyst

Integrity Resource Solutions
West London, London
23 Jul 2017
22 Aug 2017
Contract Type
Full Time

UK Financial Planning Analyst

My client is looking for a talented Financial Planning Analyst to join their rapidly growing team. The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension transfers, bond surrenders, investment taxation and structure suitability. The advice can be in the form of written recommendations or through verbal communication directly or indirectly with the clients and prospects.


  • Reviewing prospective clients’ existing pension and investment bond arrangements to determine whether a transfer is suitable.
  • Reviewing and assessng the ability of my client to manage within existing pension or investment bond structures
  • Providing direct communication of Financial Planning advice to prospective and/or existing clients.


  • University Graduate or equivalent combination of education/experience
  • Level 4 Qualification - CCI Diploma in Financial Planning/ Regulated Financial Planning preferable
  • Ability to speak French or another European language would be a plus
  • Extremely attentive to detail
  • Quantitative in nature
  • Highly self-motivated
  • Ability to work in a dynamic team environment
  • Very strong understanding of Financial Planning principles
  • Excellent oral and written communication skills.

If you would like to be part of this excellent opportunity joining the team of an established Wealth Management organisation which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service, please forward a copy your CV for immediate short-listing.