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8,919

Financial Planner jobs in United States

Passive Investment Analyst — ETF & Fund Research

Hargreaves Lansdown Asset Management Limited

Bristol
Hybrid
GBP 35,000 - 55,000
2 days ago
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Passive Investment Analyst

Hargreaves Lansdown Asset Management Limited

Bristol
Hybrid
GBP 35,000 - 55,000
2 days ago
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Finance Manager

Morgan Law

United Kingdom
Remote
GBP 44,000 - 48,000
2 days ago
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Home Working Finance Manager – Budgeting & Reporting

Morgan Law

United Kingdom
Remote
GBP 44,000 - 48,000
2 days ago
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Head of Finance

The Association

Greater London
Hybrid
GBP 80,000 - 120,000
2 days ago
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Head of Finance

Alemba

United Kingdom
Remote
GBP 80,000 - 100,000
2 days ago
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Transactional Finance Manager

Michael Page (UK)

Milton Keynes
Hybrid
GBP 50,000 - 60,000
2 days ago
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Managing Consultant EUPS

SHL

Elmbridge
Hybrid
GBP 50,000 - 70,000
2 days ago
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Strategic Remote Interim Finance Manager (6 Months)

Robert Walters UK

England
Remote
GBP 60,000 - 80,000
2 days ago
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Interim Finance Manager

Robert Walters UK

England
Remote
GBP 60,000 - 80,000
2 days ago
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Programme Portfolio Investment Manager

Hargreaves Lansdown Asset Management Limited

Bristol
Hybrid
GBP 60,000 - 80,000
2 days ago
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Insurance Advisor

Markel Corporation

Bristol
On-site
GBP 80,000 - 100,000
2 days ago
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Accountant and Business Advisor

ProTalent

England
On-site
GBP 100,000 - 125,000
2 days ago
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Client Manager - Accounting & Relationship Growth

FIRSTGROUP PLC

Elton
On-site
GBP 40,000 - 50,000
2 days ago
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Consultant Forensic Psychiatrist

Pertemps

Nottingham
On-site
GBP 200,000 +
2 days ago
Be an early applicant

Senior Pre-Sales Solutions Consultant – Insurance Tech

Duck Creek Technologies LLC

Nottingham
On-site
GBP 70,000 - 90,000
2 days ago
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London Real Estate Investment Analyst – Acquisitions

Deverell Smith Ltd

Greater London
On-site
GBP 40,000 - 55,000
2 days ago
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Investment Analyst - Acquisitions

Deverell Smith Ltd

Greater London
On-site
GBP 40,000 - 55,000
2 days ago
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Medius Business Consultant – Remote with Travel

Columbus UK

Watford
Hybrid
GBP 100,000 - 125,000
2 days ago
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Cross Trainer/ Fast Track Medius Business Consultant

Columbus UK

Watford
Hybrid
GBP 100,000 - 125,000
2 days ago
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Interim Finance Consultant

Ernst & Young

Leeds
On-site
GBP 35,000 - 50,000
2 days ago
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Strategic Finance Manager for Academy Trust

Hoople

Kingstone
On-site
GBP 60,000 - 80,000
2 days ago
Be an early applicant

Academy Finance Manager

Hoople

Kingstone
On-site
GBP 60,000 - 80,000
2 days ago
Be an early applicant

Finance Manager | Hybrid in London — Cashflow & Reporting Lead

Adecco

City Of London
Hybrid
GBP 60,000 - 70,000
2 days ago
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Finance Manager

Adecco

City Of London
Hybrid
GBP 60,000 - 70,000
2 days ago
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Passive Investment Analyst — ETF & Fund Research
Hargreaves Lansdown Asset Management Limited
Bristol
Hybrid
GBP 35,000 - 55,000
Full time
2 days ago
Be an early applicant

Job summary

A leading investment platform in the UK is seeking a Passive Investment Analyst to join their Bristol office. The role requires exceptional analytical skills and a strong interest in passive funds and ETFs. Key responsibilities include conducting detailed analyses of funds, communicating insights through accessible updates, and collaborating with various teams. Candidates should have relevant qualifications and experience to thrive in this integral role in investment research. Hybrid working arrangements are available.

Benefits

Discretionary annual bonus
25 days holiday plus bank holidays
Flexible working options
Pension scheme up to 11% employer contribution
Health care cash plans
Gym memberships and wellbeing apps
Employee Assistance Programme

Qualifications

  • Experience working as an Investment Analyst or similar.
  • Strong interest in passive funds and ETFs.
  • Desire to learn and keep abreast of industry developments.

Responsibilities

  • Analyse passive funds or trackers and ETFs for the Wealth Shortlist.
  • Conduct quantitative and qualitative analysis on tracker funds.
  • Communicate analysis via accessible fund updates.

Skills

Analytical skills
Knowledge of passive funds and ETFs
Excellent writing skills
Attention to detail
Creative thinking

Education

CII Diploma in Regulated Financial Planning or CFA
RQF Level 4 qualification
Job description
A leading investment platform in the UK is seeking a Passive Investment Analyst to join their Bristol office. The role requires exceptional analytical skills and a strong interest in passive funds and ETFs. Key responsibilities include conducting detailed analyses of funds, communicating insights through accessible updates, and collaborating with various teams. Candidates should have relevant qualifications and experience to thrive in this integral role in investment research. Hybrid working arrangements are available.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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