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Senior Wealth Planning Operations Analyst — Drive Improvements

Job in Portsmouth, Hampshire County, PO5, England, UK
Listing for: JJ SEARCH LIMITED
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A prestigious wealth management company in London is seeking a Senior Wealth Planning Analyst to assist in operational improvements and project management. You will need 3-5 years of financial planning support experience and strong knowledge of planning products. Proficiency in tools such as Excel and Power BI is essential. This full-time role offers the chance to develop your skills in a dynamic environment.
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Position Requirements
10+ Years work experience
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