Wealth Planning Analyst — Financial Modeling & Research
Job in
Colchester, Essex County, CO1, England, UK
Listed on 2026-08-06
Listing for:
Artless Wealth
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Analyst, Financial Services
Job Description & How to Apply Below
Artless Wealth is a boutique Financial Planner and Wealth Manager in Colchester, seeking an Analyst to support financial planning and investment management. The role involves gathering client data, building financial models, and preparing materials for client meetings under guidance from planners and wealth managers.
You will research markets, evaluate investment products, and maintain documentation while ensuring compliance with internal policies and regulatory requirements.
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