Wealth Analyst

Birmingham, England, United Kingdom

8/8/2025

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive.

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Job Description

Join us as a Wealth Analyst

• Hone your interpersonal skills as you build and maintain strong relationships with stakeholders
• You’ll be supporting wealth managers to provide quality wealth management advice to clients regarding wealth structuring, investments, offshore bonds, and protection
• This is a remote-first role, which means time back and greater flexibility, along with the carbon benefits of cutting out the commute
  
  
  

What you'll do

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
• 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
  
  
  

The skills you'll need

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