Business Analyst
1 month ago
Growth House is seeking an experienced Business Analyst - Financial Planning to join our team. This role is responsible for supporting financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.
Key Responsibilities- Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.
- Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.
- Documentation: Prepare detailed reports, including cash flow analyses, retirement projections, and investment summaries.
- Compliance: Ensure all financial plans comply with legal and regulatory requirements.
- Technical Support: Utilize financial planning software to model client scenarios and present options.
- Client Communication: Coordinate with clients to gather necessary financial information and address queries as needed.
- Education: Bachelor's degree in finance, economics, business administration, or a related field.
- Certifications: Preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification.
- Experience: At least 1-2 years of experience in a financial planning, paraplanning, or advisory role.
- Technical Skills:
- Proficiency in financial planning software (e.g., Xplan, Voyant, or similar).
- Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)
The estimated salary for this role is £40,000 - £60,000 per annum, depending on experience. Growth House offers a competitive benefits package, including health insurance, pension scheme, and professional development opportunities.
How to ApplyIf you are a motivated and detail-oriented individual with a passion for financial planning, please submit your application, including your CV and cover letter, to us.
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