logo for MB Fitzgerald

Wealth Analyst - Wealth Management - City, Bristol, United Kingdom, BS1


A leading Wealth Management organisation currently requires a Wealth Analyst to join their growing team. The client are a well-known, national business and due to continued growth they now require an additional member of staff to join their busy team.

The role will be working directly with the Financial Advisers of the business, providing them with technical support including market research and report writing. In this role you will have regular client contact, you will be responsible for ensuring the client is being delivered a very high level of service.

The client is seeking someone with good market experience, ideally working as a Paraplanner or within a similar technical role. You will not need market exams as technical skills/knowledge is more important to them.

You will be working with a team of Senior Financial Planners who will provide you with ongoing training and guidance. You will be provided support with all market exams and will have opportunities to progress.