Wealth Analyst

NatWest Group; Birmingham; On-site; GBP 35,000 - 45,000; Full time

Job summary

A major financial institution in Birmingham seeks a Wealth Analyst to manage client advice on wealth structuring and investments. The successful candidate will support wealth managers by ensuring accurate documentation and delivering outstanding client service. Ideally, candidates should have or be close to obtaining a CISI Level 4 certificate and demonstrate strong analytical skills. This role offers hybrid working and opportunities for professional development.

Qualifications

• Hold or be close to achieving a CISI Level 4 certificate.
• Strong analytical and lateral thinking skills required.
• Demonstrate technical knowledge of investment and financial planning products.

Responsibilities

• Support the investment and relationship needs of clients.
• Assist wealth managers with quality advice and accurate documentation.
• Draft reports and client briefs for wealth managers.

Skills

Excellent client service skills

Strong communication skills

Analytical thinking

Numeracy skills

Time management

Education

CISI Level 4 certificate or equivalent

Job description

Overview

Join us as a Wealth Analyst

We’re looking for a Wealth Analyst to manage the advice we provide to our clients relating to wealth structuring, investments, bonds and protection

You’ll be delivering and supporting outstanding client service, making sure that you work with high levels of professionalism and risk management

This role could be a major stepping stone into a rewarding career path, as we’ll support you with professional training and development

Responsibilities

• As a Wealth Analyst, you’ll be supporting the investment and relationship needs of our clients. Your work will assist wealth managers to provide quality advice on wealth structuring, investments, bonds and protection. Crucially, you’ll be making sure all reports, documentation and systems recording are technically accurate and compliant, while providing the best advice for clients.
• You’ll also be: Using your experience and developingexpert knowledge to provide research and analysis of data
• Drafting reports and client briefs for wealth managers to review, approve and sign

Qualifications

To be successful in this role, you’ll hold, or be close to achieving, a CISI Level 4 certificate or equivalent, along with a desire todevelop yourexisting experience of supporting a wealth manager. We’ll be looking for excellent client service skills, so you’ll also need strong communication and interpersonal skills. Additionally, you’ll need to demonstrate technical knowledge of investment and financial planning products.

• A desire to build expertise in detailed client profiling, risk analysis and asset allocation
• The ability to clearly articulate issues and solutions, and challenge in a constructive way
• Strong analytical and lateral thinking skills
• Excellent numeracy and time management skills
• A commercial mindset with a flexible, driven and team focused approach to work

Details

Hours

35

Job Posting Closing Date: 26/10/2025

Ways of Working: Hybrid