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Wealth Analyst

Rbs · Bristol, Vereinigtes Königreich · Hybrid

  • Professional
  • Optionales Büro in Bristol
Jetzt bewerben

Join us as a Wealth Analyst

  • We’re looking for a Wealth Analyst to manage the advice we provide to our clients relating to wealth structuring, investments, bonds and protection
  • You’ll be delivering and supporting outstanding client service, making sure that you work with high levels of professionalism and risk management
  • This role could be a major stepping stone into a rewarding career path, as we’ll support you with professional training and development

What you'll do

As a Wealth Analyst, you’ll be supporting the investment and relationship needs of our clients. Your work will assist wealth managers to provide quality advice on wealth structuring, investments, bonds and protection. Crucially, you’ll be making sure all reports, documentation and systems recording are technically accurate and compliant, while providing the best advice for clients.

You’ll also be:

  • Using your experience and developing expert knowledge to provide research and analysis of data
  • Drafting reports and client briefs for wealth managers to review, approve and sign

The skills you'll need

To be successful in this role, you’ll hold, or be close to achieving,  a CISI Level 4 certificate or equivalent, along with a desire to develop your existing experience of supporting a wealth manager. We’ll be looking for excellent client service skills, so you’ll also need strong communication and interpersonal skills. Additionally, you’ll need to demonstrate technical knowledge of investment and financial planning products.

We’ll also look for you to have:

  • A desire to build expertise in detailed client profiling, risk analysis and asset allocation
  • The ability to clearly articulate issues and solutions, and challenge in a constructive way
  • Strong analytical and lateral thinking skills
  • Excellent numeracy and time management skills
  • A commercial mindset with a flexible, driven and team focused approach to work

Hours

35

Job Posting Closing Date:

26/10/2025

Ways of Working:Hybrid