Wealth Planning Analyst: Client Portfolios & Data
Job in
Eastbourne, East Sussex, BN21, England, UK
Listed on 2026-01-14
Listing for:
Recruitment South East
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services, Banking & Finance
Job Description & How to Apply Below
Financial Planning Support Administrator
A financial services firm in Eastbourne is seeking a Financial Planning Support Administrator, perfect for an ambitious finance or economics graduate. In this hands‑on role, you will assist in transforming data and client goals into actionable investment strategies, gaining exposure to client portfolios and financial planning processes. The ideal candidate should have a degree in finance, 12‑24 months' experience in financial services, and strong analytical, Excel, and communication skills.
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