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Financial Service Analyst


Thank you for your application for Financial Service Analyst. You will receive an email with confirmation of your application. Good luck!

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Salary £30000 - £35000

Recruiter Managing This Role

There is an opportunity for an experienced analyst to become a key member of both the re and operations team for a Southeast Financial Planning company that branches across several offices. This particular position could either be based in the head office in Whiteley or the London office.

They keep going from strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides regular one to ones.

You’ll be leading strategic projects, working with suppliers and key stakeholders from across the business to realise synergies from the M&A pipeline


  • Hybrid working 
  • £35,000
  • Very generous holiday allowance
  • Exam support
  • Private medical
  • Income protection
  • DIS
  • Career progression
  • Plus more…

In order to be considered for Analyst opportunity, candidates need to have –

  • Experience in leading migration projects 
  • Previous analyst experience within an IFA Practice
  • High level of analytical capability and good communication skills
  • Positive, can-do attitude
  • Advanced Excel skills

What’s next?

Apply today to be considered for this analyst opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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Application For Financial Service Analyst