Wealth Analyst

Grant Thornton
Antrim, UK
18 Sep 2019
21 Sep 2019
Contract Type
Full Time
Job Description Summary:

Join us and you'll shape more than just your career. We believe we're best positioned to make a meaningful impact on the economy. Every day we provide a diverse range of organisations with the kind of business and financial advice it takes to do this. Our ideas and insight empower our clients to make big decisions about the future and unlock sustainable growth. Through our fresh thinking and agile working, we help businesses, communities and our people to flourish.

Grant Thornton are looking for a Wealth Analyst to join the profitable and rapidly growing Wealth Advisory Department. Working as part of this high-energy team of likeminded people. Our focus is building and protecting wealth, your focus will be supporting our highly talented advisers. Together you will provide an outstanding client service to our high net worth clients.

Job Description:

What you'll be doing:

* You will analyse client objectives and produce any relevant recommendations in the form of a report

* You will take to advisors to discuss scope of work

* You will collate an analyse information e.g. cost and charges ensuring transactions are followed through and in line with SLAs and with a high attention to detail

* You will coach and mentor colleagues

* You will collaborate and assess work and delegate accordingly in line with the skill set/development needs of the team

What we are looking for:

* You will be working towards your Financial Planning Diploma (minimum criteria)

* You will have excellent oral and written communication skills.

* You will have excellent attention to detail

* You will have the ability to check colleagues' work to ensure accuracy.

* You will have the ability to provide feedback to colleagues.

* You will be a self-starter and able to manage own time effectively

* You have will the ability to follow processes and procedures as laid down by the Firm.

* You will need to be interested in the Wealth Advisory brand and be willing to conduct own research, ensuring their market knowledge is up to date.

* You will be proactive with own development and ask for training where needed.

* You will strive to pass on knowledge by coaching and mentoring, to help build a high performing team.

* You will adhere to the Financial Conduct Authorities requirements of Treating Customers Fairly (TCF).

We're looking for people who have a strong connection with and share our core beliefs:

* Profit with a purpose that leads to a sustainable business

* We create sustainable value for our clients

* We are better together

* Our CLEARR values underpin all we do

* We never compromise on quality

Valuing you

Your personal development plan will help you grow your skills. And you'll be able to shape your career within your team or by moving across our business or going on secondments in the UK and across our global network of member firms. You'll also enjoy a competitive salary and a flexible benefits package designed to meet your individual needs.

Becoming a shared enterprise

Our unique culture is built around collaboration. Everybody here plays their part. Over the past few years we've been making big changes - moving towards becoming a shared enterprise. We share ideas. We share responsibility. We share the rewards. Put simply, we're better together.

The time you spend outside of work helps shape what you can bring to our firm. We value the commitments you may have outside of work and will consider all flexible working applications

Similar jobs

Similar jobs