Join us as a Wealth Analyst
- Hone your interpersonal skills as you build and maintain strong relationships with our clients
- You’ll be supporting wealth managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore and onshore bonds, and protection
- You'll have the opportunity to utilise your CISI Level 4 qualification as we’ll support you with professional training and development
We’ll look to you to demonstrate a fundamental commitment to our business principles through outstanding client service, professionalism and risk management. You’ll be proactively assisting a Wealth Manager to manage the growth, profitability and business mix of their portfolio.
And, you’ll be ensuring the timely completion of clients’ wealth management and financial planning requirements by completing all necessary advice documentation.
You’ll also be:
- Preparing profiles, meeting notes, valuations, quotations, marketing and application materials
- Undertaking proactive telephone calls and mailings in respect of ongoing product service and marketing matters
- Identifying opportunities which fall outside the scope of authorisation and referring clients to suitable subject matter experts across the bank
- Taking responsibility for your own diary management and client documentation and administration, as well as providing this support for the Wealth Manager
- Keeping up-to-date with financial markets and macroeconomic news, to effectively communicate to colleagues and clients
We’re looking for an analytical and lateral thinker with technical knowledge of investment and financial planning products. You’ll need technical advice skills, including expertise in detailed client profiling, risk analysis and asset allocation as well as holding a CISI Level 4 certificate or equivalent.
You’ll also demonstrate:
- Good commercial acumen
- A background of acting as a representative in the market place and build powerful relationships
- The ability to clearly articulate issues and solutions, and be challenging in a constructive way
- Excellent time management and prioritisation skills
- Strong Excel and client database management skills
Hours
35Job Posting Closing Date:
08/02/2026Ways of Working:HybridSimilar Jobs
What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
