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 May 2, 2026. We may earn a commission when you click through.

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Senior Financial Planning Analyst

Apollo Private Wealth

Updated 2 hours ago
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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 based in Greater London, specialising in wealth management for high net worth clients.

Key Highlights

  • Requires 2+ years of paraplanning experience
  • Focus on high net worth clients
  • Hybrid working format available
  • Mentorship from experienced wealth advisers
  • Proficiency in financial software like Voyant

💡 Honest Take: This role is solid for those with a couple of years in the game, but high net worth client work can be demanding. Expect to juggle client needs with analysis.

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