Senior Financial Planning Analyst

16 hours ago


West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time
About the Role

We are seeking an experienced financial services professional to join our team as a Senior Financial Planning Analyst. This exciting opportunity will see you work closely with our financial planners, admin, and compliance teams to deliver high-quality services to our clients.

Key Responsibilities
  • Analyse portfolios to provide insightful reports for our financial planners
  • Collaborate with colleagues to ensure seamless delivery of our services
  • Contribute to the development of new business opportunities
What We Offer

In addition to our comprehensive benefits package, we offer hybrid working arrangements that empower our staff and trust them to manage their time effectively. With our office located in south Sheffield, you will need to be based there during probation and then have the flexibility to work from home part-time after that.

Estimated Salary

The estimated salary for this role is £48,000 per annum, depending on experience.



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