Website First Wealth (London) Limited
Our Technical Analysts provide vital support to our Financial Planners. As a Technical Analyst, you will have extensive technical knowledge and experience within the profession. You will be directly involved in client meetings and an integral part of the planning process, enabling us to provide exceptional service to our clients.
Must be level 4 Diploma qualified or above, working towards Chartered status.
Why us?
• Competitive salary and bonus scheme.
• Generous holiday entitlement, 25 days increasing by 1 day each year (maximum 30 days).
• A one-month paid sabbatical after five years of continued service.
• Full study support – both financial and study leave – up to Chartered Financial Planner status and beyond.
• Flexible working hours between 8am and 6pm.
• Remote working arrangements (we are London-based).
• A friendly, supportive team.
Additional Benefits
• 8% employer pension contribution (increasing in line with statutory increases).
• Permanent health insurance.
• Income protection.
• Life assurance worth 5 x salary.
• Monthly career development and wellbeing check- ins.
• A confidential shadow board so you are always listened to.
• Opportunities for career progression.
The Fun Stuff
• Smart-casual dress code and dress-down Fridays.
• Team building events.
• Quarterly company events to keep you informed.
• Fully paid events at Christmas and the end of each tax year.
• Heka wellness subscription – all your wellbeing, gym and health needs paid for.
• A fun, lively working environment.
What we look for
• Excellence
• Respect
• Ambition
• Helping others
• Optimism
To apply, send your CV with the subject line ‘Technical Analyst vacancy’.
To apply for this job email your details to careers@firstwealth.co.uk