Financial Planning Analyst

Our Client is looking for a talented Financial Planning Analyst to join their rapidly growing team. The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension transfers, bond surrenders, investment taxation and structure suitability. The advice can be in the form of written recommendations or through verbal communication directly or indirectly with the clients and prospects.

The role will include:
Conduct analysis of prospective clients’ existing holdings.
Assessing the suitability of client product recommendations.
Providing direct communication of Financial Planning advice to prospective and/or existing clients (verbal or written).
Assist in the production and sign off of client reports.
Overseeing the work carried out by the Financial Planning Specialists.
Providing guidance to team members on document formatting and recommendation materials.
Reviewing and assessing the ability of the company to manage within existing pension or investment bond structures.

If you hold a level 4 diploma (or equivalent) and would like to work within a fast paced, energetic and rapidly expanding business whilst also benefitting from a significant package, then this could well be for you!

For more information please contact us directly on 07939 374517 or send an email and/or cv to


£35,000 - £50,000 plus significant bonus potential




Neil Shirley