Financial Analyst

Financial Analyst

Permanent Job Opportunity - 37.5 hours Monday to Friday

Salary: Circa £30,000

Location: Cardiff

Hybrid working after 3-month probation period

Benefits Package

• 6 monthly discretionary profit share bonus

• Company pension – Employer 3%, Employee 4%, Tax Relief 1%

• 25 days + Bank Holidays

• Sick days – up to 5 days per annum

• Life Insurance – 4 x Salary

• Hybrid working – after 3-month probation period

• Wealth & wellbeing program

• Bonus scheme

• Free parking

Job Summary

Our client from Cardiff, a financial advice firm, is seeking a detail-oriented and analytical Financial Analyst to support financial planning, analysis and insights that drive strategic decision-making.

They are a supportive close-knit team that value each other, works hard but has fun along the way and welcomes applications from like-minded individuals.

Key tasks and responsibilities of the Financial Analyst

* Effectively and efficiently build relationships and confidently speak to clients

* Support paraplanners and advisers in all file preparation for client meetings

* Competent on research tools – Selecta pension, Synaptics, Trustnet and Cashflow Modelling tool

* Experience in using a CRM system

* Ability to assist clients with servicing needs such as withdrawals, annual reviews, general queries with the guidance of advisers to an accurate level

* Competent at preparing annual review reports

* Processing new business applications and chasing outstanding requirements

* Excellent communication and organisational skills

* Accurately able to analyse ceding information from providers and request any missing information

* Ability to analyse investment funds

* Completion of general tax calculations

* Ability to work under pressure to strict guidelines

* Competently train members of the team with general administrative duties

* Positively contribute to the team morale and energy, be a great team player

* Be part of the Investment Committee, research fund performance, strategy, and objectives to present to the advisers

* Personal responsibility to keep up to date with Compliance testing and knowledge

Our client sets the gold standard in financial planning. Their Chartered status reflects their commitment to excellence, ensuring all their clients receive the best independent financial advice tailored to their customers unique needs.

If you are an experienced Financial Analyst and would like to work for a company that values expertise and integrity, that deliver first-class financial guidance crafted to their clients' best interests at heart. Contact us today to learn more about their current career opportunities