Senior Financial Planning Analyst

Apollo Private Wealth

A financial advisory firm in Greater London is seeking a Senior Financial Planning Analyst to provide in-depth financial analysis and client relationship support. Candidates should have at least 2 years of experience in paraplanning, exposure to...

Last checked on April 21, 2026. We may earn a commission when you click through.

Advertisement

Senior Financial Planning Analyst

Apollo Private Wealth

Updated 8 days ago
Apply now

You'll be redirected to uk.talent.com

England Hybrid 📅 2026-04-19

About this role

A financial advisory firm in Greater London is seeking a Senior Financial Planning Analyst to provide in-depth financial analysis and client relationship support. Candidates should have at least 2 years of experience in paraplanning, exposure to high net worth clients, and proficient in Voyant and f

About the Company

Apollo Private Wealth is a financial advisory firm specialising in tailored wealth management solutions for high net worth clients.

Key Highlights

  • Hybrid work model offers flexibility between home and office.
  • Mentorship from experienced wealth advisers enhances professional growth.
  • In-depth financial analysis contributing to strategic planning.
  • Opportunity to build strong client relationships with high net worth individuals.
  • Requires proficiency in Voyant software for financial modelling.

💡 Honest Take: This role is well-suited for those with a background in paraplanning, but may not be ideal for entry-level candidates due to the experience requirements.

Apply for this position

You'll be redirected to uk.talent.com

We may receive a referral fee when you apply through our links.

You might also like

Related Articles