Wealth Analyst

NatWest Group; City of Edinburgh; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services provider in Edinburgh is seeking a Wealth Analyst to support client investment and relationship needs. The incumbent will ensure accuracy in reports while providing quality advice on wealth structuring and investments. Ideal candidates will be close to achieving a CISI Level 4 certificate and possess strong analytical and client service skills. This position offers professional training and hybrid working.

Qualifications

• Close to achieving a CISI Level 4 certificate or equivalent.
• Desire to support a wealth manager and build expertise.
• Demonstrate technical knowledge of investment and financial products.

Responsibilities

• Support investment and relationship needs of clients.
• Ensure reports and documentation are accurate and compliant.
• Draft reports and client briefs for wealth managers.

Skills

Client service skills

Communication skills

Interpersonal skills

Analytical thinking

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