Company Description
eightfourtwo is an independent and employee-owned wealth management company offering transparent and unbiased financial advice. With the highest level of accreditation in the UK, the firm proudly holds Chartered Status. Specialising in Succession Planning, protection, retirement planning, savings and investments, eightfourtwo provides services to individuals, families, businesses, and trusts. The company is authorised by the Financial Conduct Authority and has unique trust corporation capabilities, allowing it to act as an Executor, Attorney, Trustee, or Corporate Director. By maintaining a higher planner-to-Member ratio, eightfourtwo ensures a personalised and dedicated approach to financial planning.
Role Description
This is a full-time role, located in London, for a Chartered Financial Planning Analyst. Responsibilities include developing and analysing financial plans, annual review reports, and letters and ensuring compliance with relevant regulations. Additional duties involve collaborating with financial planners to craft bespoke strategies, preparing Wealth Preservation Framework presentations, reviewing legal documents including Wills, Trusts and Lasting Powers of Attorney and Family Investment Companies and supporting the delivery of eightfourtwo’s comprehensive financial services. The role requires strong analytical and communication skills, as well as a commitment to maintaining the highest industry standards.
Qualifications
- Proficient in financial planning and portfolio analysis, including cash flow modeling and investment planning techniques.
- Strong knowledge of compliance and regulatory policies, particularly in relation to the Financial Conduct Authority (FCA).
- Excellent relationship management and communication skills.
- Detail-oriented with expertise in report writing, financial document preparation.
- Chartered Financial Planner status.
- Experience with financial software and tools for portfolio and estate planning is highly desirable.
- A proven track record in wealth management or financial planning within a UK professional services environment.
