Wealth Planning Analyst for High-Net-Worth Clients

Aplaro Ltd; United Kingdom; On-site; GBP 65,091 - 123,673; Full time

Job summary

The Truist Financial C APG team seeks a senior Advice and Planning Analyst to create financial plans for high-net-worth clients. You will model, analyze, and interpret client data to deliver thorough plan recommendations.

Develop expertise in financial planning tools and collaborate with teammates to craft strategies while adhering to regulations and risk management. Participation in client meetings may occur as caseload allows.

Qualifications

• Advanced knowledge in financial planning for affluent clients including high net worth (> $10M).
• Proficient in tax, investments, debt management, retirement planning, estate planning.
• Ability to work independently, manage workload, and exercise judgment.

Responsibilities

• Create financial plans for Truist APG clients and prospects.
• Develop and maintain proficiency in relevant software and systems.
• Collaborate with teammates to create financial planning strategies and final plan deliverables.
• Participate in client meetings as caseload allows.
• Contribute to APG Team content, training, and peer development.

Skills

Financial planning

Communication

Relationship skills

Office software

Education

JD/LLM/MS Taxation/MSFS/CFP/CPA/CFA or equivalent

Bachelor’s degree or higher

Tools

Microsoft Office Suite

Job description

The Truist Financial C APG team seeks a senior Advice and Planning Analyst to create financial plans for high-net-worth clients. You will model, analyze, and interpret client data to deliver thorough plan recommendations.

Develop expertise in financial planning tools and collaborate with teammates to craft strategies while adhering to regulations and risk management. Participation in client meetings may occur as caseload allows.