Financial Planning Analyst

1 day ago


Bristol, Bristol, United Kingdom Service Care Solutions Full time
Job Overview

We are seeking a skilled Financial Planning Analyst to join our team in Bristol. As a key member of the financial advisory firm, you will conduct comprehensive financial research and support Financial Planners in client meetings.

Main Responsibilities:
  • Perform detailed financial analysis and research to develop personalized planning strategies.
  • Manage and review client portfolios to ensure alignment with set benchmarks.
  • Participate in client meetings and build strong client relationships.
  • Analyze client data to create detailed cash flow projections and scenarios.

Candidate Requirements:

  • At least 3 years of experience in a similar role.
  • Diploma in Financial Planning is highly desirable.
  • Strong analytical skills and attention to detail.
  • Ability to work effectively in a team environment.

Salary: £42,500 - £55,000 Per Annum



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