Financial Planning Analyst
1 day ago
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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